DetailsChartProfileRisk matrixNewsDocuments

LGT Sustainable Strategy 5 Years B CHF/  LI0350495169  /

Fonds
NAV2024-04-23 Chg.+7.2101 Type of yield Investment Focus Investment company
1,048.4000CHF +0.69% reinvestment Mixed Fund Worldwide LGT Capital P. (FL) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2017 - - - - 0.17 -0.01 1.61 0.16 0.71 1.31 0.04 1.11 -
2018 0.62 -2.79 -0.04 1.04 -1.06 -1.16 1.94 -2.28 0.20 -3.75 0.93 -4.68 -10.70%
2019 5.26 1.07 1.06 2.27 -3.52 3.21 0.76 -0.86 0.83 0.82 1.04 0.99 +13.44%
2020 -0.54 -4.44 -8.47 5.89 2.27 0.92 2.14 2.14 -0.83 -2.20 6.84 2.76 +5.63%
2021 -1.64 0.71 3.79 2.63 1.14 0.52 0.73 0.79 -3.77 1.24 -2.19 3.61 +7.54%
2022 -3.72 -2.19 0.88 -4.21 -1.81 -5.96 3.97 -2.58 -6.51 2.24 5.49 -3.18 -16.91%
2023 5.00 -3.28 0.48 0.61 -2.50 1.77 1.33 -1.76 -2.68 -3.05 5.56 3.44 +4.48%
2024 -0.26 0.38 2.29 -2.63 - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 6.51% 6.89% 7.11% 9.19% 10.78%
Sharpe ratio -0.74 2.02 -0.24 -0.88 -0.33
Best month +3.44% +5.56% +5.56% +5.56% +6.84%
Worst month -2.63% -3.05% -3.05% -6.51% -8.47%
Maximum loss -3.96% -3.96% -8.30% -22.60% -22.63%
Outperformance +3.87% - +5.54% +8.61% -
 
All quotes in CHF

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
LGT Sustainable Strategy 5 Years... reinvestment 1,574.1000 +5.34% -4.14%
LGT Sustainable Strategy 5 Years... reinvestment 1,923.1100 +4.33% -6.87%
LGT Sustainable Strategy 5 Years... reinvestment 1,048.4000 +2.16% -12.12%
LGT Sustainable Strategy 5 Years... reinvestment 1,253.2300 +5.31% -4.68%

Performance

YTD
  -0.28%
6 Months  
+8.50%
1 Year  
+2.16%
3 Years
  -12.12%
5 Years  
+1.43%
Since start  
+4.84%
Year
2023  
+4.48%
2022
  -16.91%
2021  
+7.54%
2020  
+5.63%
2019  
+13.44%
2018
  -10.70%