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LGT Sustainable Strategy 4 Years C EUR/  LI0247157188  /

Fonds
NAV2024-06-05 Chg.+4.6200 Type of yield Investment Focus Investment company
1,294.1100EUR +0.36% reinvestment Mixed Fund Worldwide LGT Capital P. (FL) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2017 - - - - - - - 0.25 0.57 0.78 -0.14 0.98 -
2018 0.57 -2.12 -0.41 0.54 0.39 -1.15 1.66 -1.00 -0.06 -3.14 1.03 -3.69 -7.28%
2019 4.24 1.08 1.57 1.33 -2.27 3.10 1.04 -0.11 0.71 0.34 0.85 1.10 +13.61%
2020 0.39 -3.13 -6.96 5.29 1.68 1.06 1.72 1.61 -0.56 -1.47 4.88 2.22 +6.29%
2021 -1.27 -0.22 2.78 2.20 0.96 0.65 1.23 0.48 -2.96 1.39 -1.05 2.65 +6.89%
2022 -3.00 -1.68 0.44 -3.56 -1.57 -4.50 4.13 -2.51 -5.23 1.14 4.65 -2.76 -14.01%
2023 4.01 -2.59 0.82 0.71 -1.55 1.32 1.50 -1.15 -2.13 -2.03 4.92 3.56 +7.27%
2024 0.03 0.04 1.79 -1.93 0.69 0.67 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 5.11% 5.03% 5.43% 6.91% 8.36%
Sharpe ratio -0.15 0.92 0.46 -0.77 -0.16
Best month +3.56% +3.56% +4.92% +4.92% +5.29%
Worst month -1.93% -1.93% -2.13% -5.23% -6.96%
Maximum loss -3.05% -3.05% -5.84% -17.20% -18.71%
Outperformance - - - - -
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
LGT Sustainable Strategy 4 Years... reinvestment 1,013.9400 +3.21% -12.39%
LGT Sustainable Strategy 4 Years... reinvestment 1,294.1100 +6.27% -4.69%
LGT Sustainable Strategy 4 Years... reinvestment 1,076.7200 +4.15% -9.97%
LGT Sustainable Strategy 4 Years... reinvestment 1,221.3199 +7.20% -4.94%
LGT Sustainable Strategy 4 Years... reinvestment 1,823.7600 +5.31% -7.25%

Performance

YTD  
+1.26%
6 Months  
+4.10%
1 Year  
+6.27%
3 Years
  -4.69%
5 Years  
+12.74%
10 Years     -
Since start  
+14.34%
Year
2023  
+7.27%
2022
  -14.01%
2021  
+6.89%
2020  
+6.29%
2019  
+13.61%
2018
  -7.28%