Swisscanto (LU) Equity Fund Sustainable Global Water AT/ LU0302976872 /
| NAV22.05.2024 | Diff.-1.4200 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 317.5300EUR | -0.45% | thesaurierend | Aktien weltweit | Swisscanto AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | - | - | - | - | - | - | - | - | 3.84 | -7.72 | 0.82 | - |
| 2008 | -13.03 | 4.44 | -6.42 | 2.67 | 2.93 | -8.88 | -5.03 | 1.31 | -12.02 | -14.83 | -5.28 | -0.42 | -44.34% |
| 2009 | 3.08 | -7.64 | 1.95 | 12.64 | 4.37 | 2.25 | 6.03 | 2.15 | 2.90 | -2.27 | 2.28 | 7.43 | +39.65% |
| 2010 | -3.07 | 1.86 | 6.87 | 2.39 | -1.73 | -1.84 | 2.07 | -0.48 | 1.02 | 2.82 | 5.09 | 6.65 | +23.25% |
| 2011 | -2.95 | 0.17 | 0.56 | 0.62 | 1.29 | -2.74 | -2.59 | -4.99 | -4.12 | 4.32 | 1.19 | 2.46 | -7.00% |
| 2012 | 6.86 | 2.58 | 1.82 | 1.35 | -0.76 | 0.91 | 4.38 | -0.37 | 0.23 | -0.32 | 1.52 | -0.01 | +19.49% |
| 2013 | 4.31 | 4.75 | 3.92 | -3.06 | 3.10 | -4.22 | 2.34 | -0.52 | 3.63 | 4.99 | 0.47 | 1.58 | +22.87% |
| 2014 | -1.18 | 4.58 | 0.95 | -2.25 | 2.95 | 2.28 | -2.37 | 4.71 | -1.39 | 3.14 | -0.52 | 1.89 | +13.16% |
| 2015 | 5.39 | 5.51 | 2.90 | -3.06 | 2.06 | -4.05 | 0.09 | -8.67 | -3.04 | 8.39 | 6.04 | -4.07 | +6.16% |
| 2016 | -4.09 | -0.27 | 0.32 | 2.40 | 3.86 | 0.65 | 2.36 | -0.15 | 1.18 | -2.08 | 4.53 | -0.50 | +8.15% |
| 2017 | 0.70 | 2.43 | 1.14 | 0.73 | -0.31 | -1.00 | -1.36 | 0.09 | 2.87 | 3.20 | -0.54 | 0.89 | +9.07% |
| 2018 | -1.60 | -3.19 | -1.83 | 0.18 | 2.52 | -0.70 | 3.53 | 0.80 | -0.96 | -6.19 | 2.36 | -8.23 | -13.14% |
| 2019 | 8.01 | 4.51 | 2.37 | 3.10 | -3.92 | 5.24 | 0.98 | 0.35 | 2.80 | 0.25 | 3.03 | 2.44 | +32.77% |
| 2020 | 2.28 | -7.36 | -12.87 | 9.68 | 4.34 | 0.68 | 1.38 | 1.74 | 1.93 | 1.27 | 5.77 | 2.30 | +9.57% |
| 2021 | 1.73 | 1.98 | 6.19 | 3.14 | 0.32 | 3.65 | 5.68 | 4.35 | -4.77 | 5.49 | 1.02 | 4.66 | +38.36% |
| 2022 | -10.47 | -4.84 | 1.86 | -1.56 | -2.18 | -5.46 | 12.83 | -2.73 | -6.50 | 6.13 | 2.34 | -6.93 | -18.06% |
| 2023 | 4.13 | 0.62 | -1.35 | -2.39 | 0.22 | 3.98 | 1.43 | -1.86 | -4.48 | -5.14 | 7.69 | 6.21 | +8.47% |
| 2024 | -0.62 | 6.92 | 3.95 | -2.51 | 3.88 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10.37% | 10.19% | 11.10% | 14.42% | 18.02% |
| Sharpe Ratio | 2.88 | 4.09 | 1.27 | 0.20 | 0.43 |
| Bester Monat | +6.92% | +7.69% | +7.69% | +12.83% | +12.83% |
| Schlechtester Monat | -2.51% | -2.51% | -5.14% | -10.47% | -12.87% |
| Maximaler Verlust | -3.83% | -3.83% | -12.28% | -24.64% | -34.02% |
| Outperformance | +3.98% | - | +4.73% | +8.42% | +6.75% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 312.3800 | +19.17% | +25.56% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 117.0900 | +21.42% | - | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | thesaurierend | 358.1600 | +19.00% | +25.01% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | thesaurierend | 220.7600 | +18.74% | +24.20% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | thesaurierend | 190.5600 | +18.94% | +24.82% | |
| Swisscanto (LU) Equity Fund Sust... | thesaurierend | 317.5300 | +17.88% | +21.54% | |
| Swisscanto(LU)Eq.Fd.Sust.Gl.Wate... | ausschüttend | 186.7100 | +17.88% | +21.53% |
Performance
| lfd. Jahr | +11.86% | ||
|---|---|---|---|
| 6 Monate | +20.45% | ||
| 1 Jahr | +17.88% | ||
| 3 Jahre | +21.54% | ||
| 5 Jahre | +72.70% | ||
| 10 Jahre | +138.26% | ||
| seit Beginn | +217.53% | ||
| Jahr | |||
| 2023 | +8.47% | ||
| 2022 | -18.06% | ||
| 2021 | +38.36% | ||
| 2020 | +9.57% | ||
| 2019 | +32.77% | ||
| 2018 | -13.14% | ||
| 2017 | +9.07% | ||
| 2016 | +8.15% | ||
| 2015 | +6.16% | ||
