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Swisscanto(LU)Eq.Fd.Sust.Gl.Climate CT/  LU2040176203  /

Fonds
NAV2024-05-13 Chg.-1.1800 Type of yield Investment Focus Investment company
196.9400EUR -0.60% reinvestment Equity Worldwide Swisscanto AM Int. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2019 - - - - - - - - - -0.44 4.04 2.43 -
2020 0.35 -3.40 -15.12 12.68 6.65 2.90 4.69 8.03 2.69 3.45 10.78 7.27 +45.30%
2021 0.79 -1.08 3.64 -0.57 -3.00 5.84 2.45 4.35 -4.90 10.79 -0.43 -0.71 +17.47%
2022 -11.10 -1.13 1.87 -7.09 1.34 -10.70 20.94 -5.06 -7.79 5.39 6.45 -8.61 -18.28%
2023 10.09 2.63 -1.77 -5.63 2.74 6.82 2.00 -4.59 -4.57 -8.56 7.44 8.62 +13.92%
2024 -1.08 7.94 4.00 -0.94 3.06 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 13.01% 12.75% 14.89% 19.77% -%
Sharpe ratio 2.89 4.60 1.09 0.24 -
Best month +8.62% +8.62% +8.62% +20.94% +20.94%
Worst month -1.08% -1.08% -8.56% -11.10% -15.12%
Maximum loss -3.90% -3.95% -17.86% -29.13% -
Outperformance -4.60% - +9.60% - -
 
All quotes in EUR

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Swisscanto (LU) Equity Fund Sust... reinvestment 261.2900 +20.09% +28.34%
Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... reinvestment 196.9400 +19.86% +27.58%
Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... paying dividend 101.6000 +18.80% -
Swisscanto (LU) Equity Fund Sust... reinvestment 118.5600 - -
Swisscanto (LU) Equity Fund Sust... reinvestment 116.4400 +20.68% -
Swisscanto (LU) Equity Fund Sust... reinvestment 174.3600 +19.92% +27.76%
Swisscanto (LU) Equity Fund Sust... reinvestment 154.2200 +18.80% +24.22%
Swisscanto(LU)Eq.Fd.Sust.Gl.Clim... reinvestment 237.7600 +19.66% +26.93%

Performance

YTD  
+13.37%
6 Months  
+27.21%
1 Year  
+19.86%
3 Years  
+27.58%
5 Years     -
10 Years     -
Since start  
+96.94%
Year
2023  
+13.92%
2022
  -18.28%
2021  
+17.47%
2020  
+45.30%