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LGT Sustainable Strategy 5 Years B USD/  LI0350495227  /

Fonds
NAV2024-06-05 Chg.+5.4200 Type of yield Investment Focus Investment company
1,280.1300USD +0.43% reinvestment Mixed Fund Worldwide LGT Capital P. (FL) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2017 - - - - 1.03 0.48 1.49 0.38 0.70 0.60 0.61 1.61 -
2018 2.15 -3.10 -0.33 0.18 -0.68 -1.33 2.25 -1.37 0.06 -4.43 1.33 -4.06 -9.20%
2019 5.27 1.09 1.25 1.66 -2.94 4.41 0.51 -0.67 0.80 1.36 0.82 2.10 +16.54%
2020 -0.27 -4.41 -8.04 6.20 2.48 1.37 3.30 2.47 -1.23 -2.07 7.24 3.54 +9.97%
2021 -1.72 0.34 2.87 3.60 1.60 -0.12 1.32 0.58 -4.15 1.81 -2.47 4.11 +7.69%
2022 -4.08 -1.84 0.99 -5.24 -1.38 -5.74 4.20 -2.81 -6.33 2.51 7.01 -2.19 -14.74%
2023 5.46 -3.44 1.23 1.41 -2.69 2.46 2.25 -1.85 -3.07 -2.64 6.80 4.35 +10.00%
2024 -0.28 0.20 2.14 -2.34 1.12 0.75 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 6.75% 6.73% 7.35% 9.54% 11.00%
Sharpe ratio -0.01 1.10 0.63 -0.54 0.03
Best month +4.35% +4.35% +6.80% +7.01% +7.24%
Worst month -2.34% -2.34% -3.07% -6.33% -8.04%
Maximum loss -4.00% -4.00% -8.25% -21.84% -22.36%
Outperformance - - - - -
 
All quotes in USD

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
LGT Sustainable Strategy 5 Years... reinvestment 1,619.2700 +8.77% -1.27%
LGT Sustainable Strategy 5 Years... reinvestment 1,956.0000 +6.48% -6.33%
LGT Sustainable Strategy 5 Years... reinvestment 1,063.4700 +4.37% -11.61%
LGT Sustainable Strategy 5 Years... reinvestment 1,280.1300 +8.37% -4.10%

Performance

YTD  
+1.55%
6 Months  
+5.41%
1 Year  
+8.37%
3 Years
  -4.10%
5 Years  
+21.91%
10 Years     -
Since start  
+28.01%
Year
2023  
+10.00%
2022
  -14.74%
2021  
+7.69%
2020  
+9.97%
2019  
+16.54%
2018
  -9.20%