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| JSS Sustainable Equity - Green Planet - P EUR ACC | ISIN: LU0707700596 | KAG: J.S.Sarasin Fd.M. LU | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -1,92% | 5,56% | 22,66% | 5,50% | 12,88% | 4,17% | 9,22% | 7,62% | 216,75% / 9,73% |
| Volatilität: | 9,43% | 9,55% | 10,31% | 10,32% | 11,06% | 15,74% | 18,94% | 16,31% | 15,38% |
| Sharpe Ratio: | - | 0,48 | 2,00 | 0,41 | 0,82 | 0,92 | 3,01 | 6,52 | 13,92 |
| pos. Monate (%): | - | 66,67% | 66,67% | 66,67% | 58,33% | 50,00% | 60,00% | 57,50% | 58,28% |
| Max. Verlust: | -4,30% | -4,30% | -4,30% | -4,30% | -15,01% | -23,95% | -34,83% | -34,83% | -34,83% |
| Beta: | 1,17 | 1,24 | 1,20 | 1,27 | 1,17 | 1,28 | 1,25 | 1,22 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | -1,27% | 6,83% | -8,64% | 1,70% | 3,08% | 5,79% | -0,17% | 0,27% | -3,71% | 4,68% | -0,54% |
| Feb | 4,67% | -0,59% | -5,37% | -1,52% | -7,22% | 4,40% | -2,92% | 2,49% | -1,18% | 4,47% | 4,13% |
| Mär | 2,25% | 1,05% | 3,30% | 1,41% | -14,36% | 1,57% | -1,40% | -1,12% | 1,01% | 3,21% | 0,15% |
| Apr | -1,92% | -3,21% | -3,25% | 0,83% | 14,87% | 1,98% | 0,42% | 0,88% | 2,57% | -1,89% | -2,29% |
| Mai | - | 2,10% | -0,72% | -0,03% | 4,72% | -4,89% | 4,15% | -2,42% | 3,83% | 3,11% | 1,35% |
| Jun | - | 2,99% | -8,39% | 2,96% | 0,98% | 5,89% | -3,29% | -2,31% | 0,34% | -4,81% | 1,44% |
| Jul | - | 1,04% | 13,30% | 3,43% | 3,53% | 0,63% | 2,26% | -1,06% | 1,46% | -0,53% | -3,62% |
| Aug | - | -3,18% | -3,87% | 3,51% | 4,03% | -0,37% | 1,92% | -0,45% | -0,09% | -7,09% | 3,92% |
| Sep | - | -4,36% | -6,60% | -3,73% | 0,87% | 1,53% | -1,22% | 3,19% | 1,56% | 1,08% | -1,73% |
| Okt | - | -7,18% | 5,16% | 6,40% | -0,29% | 0,97% | -7,98% | 4,30% | -1,69% | 9,75% | 1,91% |
| Nov | - | 9,74% | 5,10% | 0,80% | 8,75% | 1,96% | 1,13% | 0,73% | 4,34% | 6,10% | -0,12% |
| Dez | - | 4,01% | -6,49% | 3,58% | 2,89% | 1,87% | -8,50% | -0,42% | -0,69% | -4,73% | 3,58% |
| Berechnungsbasis: 29.04.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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