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Swisscanto(LU)EF System.Resp.Global NT/  LU1919854353  /

Fonds
NAV2024-05-15 Chg.+1.5200 Type of yield Investment Focus Investment company
174.6900CHF +0.88% reinvestment Equity Worldwide Swisscanto AM Int. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2019 8.44 3.31 0.12 5.08 -6.77 3.03 1.53 -2.50 3.10 1.15 4.30 -0.08 +21.81%
2020 -1.30 -7.80 -14.22 11.14 4.64 1.29 0.71 4.53 -2.00 -3.31 9.93 1.63 +2.48%
2021 1.05 4.13 7.69 0.96 1.07 3.32 -0.57 3.99 -2.47 3.76 -0.12 3.38 +29.06%
2022 -3.07 -3.58 2.54 -2.52 0.04 -8.82 6.83 -1.67 -7.95 9.30 2.33 -6.84 -14.15%
2023 6.01 -0.48 -0.39 -1.00 1.01 3.56 0.15 0.15 -0.60 -3.47 4.23 1.48 +10.76%
2024 3.78 6.57 5.89 -2.29 4.13 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.62% 9.21% 10.06% 13.73% 16.59%
Sharpe ratio 5.96 4.60 2.33 0.34 0.38
Best month +6.57% +6.57% +6.57% +9.30% +11.14%
Worst month -2.29% -2.29% -3.47% -8.82% -14.22%
Maximum loss -4.43% -4.43% -7.32% -18.39% -34.82%
Outperformance - - - - -
 
All quotes in CHF

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Swisscanto(LU)EF System.Resp.Glo... reinvestment 174.6900 +27.21% +27.70%
Swisscanto(LU)EF System.Resp.Glo... paying dividend 164.1700 +24.36% +22.56%

Performance

YTD  
+19.15%
6 Months  
+20.70%
1 Year  
+27.21%
3 Years  
+27.70%
5 Years  
+61.66%
10 Years     -
Since start  
+74.69%
Year
2023  
+10.76%
2022
  -14.15%
2021  
+29.06%
2020  
+2.48%
2019  
+21.81%