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Swisscanto(LU)Eq.Fd.Resp.Gl.In.Lead.AT/  LU0102842878  /

Fonds
NAV2024-04-18 Chg.-1.4600 Type of yield Investment Focus Investment company
493.4600EUR -0.30% reinvestment Equity Worldwide Swisscanto AM Int. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2000 -5.57 13.80 6.37 -3.39 -9.71 3.76 -3.37 13.62 -13.27 -11.66 -11.67 -15.59 -35.11%
2001 11.80 -26.06 -11.18 14.11 -1.52 -2.07 -8.67 -15.83 -20.06 18.68 19.11 -0.84 -30.41%
2002 -0.19 -9.19 2.02 -14.97 -6.88 -17.95 -7.71 -1.40 -15.51 13.17 15.34 -19.09 -51.21%
2003 -2.96 -1.14 2.54 4.26 0.55 4.35 6.16 11.29 -6.58 9.09 -2.14 -2.74 +23.30%
2004 6.66 -2.44 -0.50 -4.27 1.38 2.98 -9.60 -6.05 0.89 3.45 -0.31 0.90 -7.74%
2005 -2.38 -0.60 -0.53 -3.43 11.91 0.54 4.11 -1.53 3.28 -1.78 8.46 -0.10 +18.16%
2006 1.44 -0.15 0.87 -3.78 -9.11 -1.29 -3.82 6.41 4.21 2.19 -0.79 0.11 -4.54%
2007 2.58 -4.70 0.39 2.62 5.37 1.49 -0.69 3.36 0.41 4.36 -7.96 1.42 +8.14%
2008 -14.33 -4.89 -4.90 8.57 5.15 -10.15 -1.90 7.53 -11.71 -10.56 -9.70 -6.15 -43.88%
2009 4.55 -4.62 5.74 8.32 -1.25 2.66 6.96 0.40 2.65 -2.56 2.71 9.42 +39.78%
2010 -4.01 3.92 7.18 1.94 -0.31 -3.50 2.81 -2.00 2.93 2.56 3.86 2.60 +18.88%
2011 -0.21 1.74 -2.99 0.32 0.13 -1.72 -0.61 -8.86 -3.06 5.49 0.25 1.96 -7.93%
2012 4.67 3.06 2.17 -0.53 -3.08 1.00 3.89 0.25 0.79 -3.04 2.04 -1.57 +9.70%
2013 3.86 3.67 3.68 -0.24 3.45 -2.13 3.34 -1.34 3.13 2.83 2.29 1.77 +26.91%
2014 -1.01 3.25 -1.84 -1.51 4.34 2.68 -0.50 4.16 1.17 0.32 2.97 1.19 +16.02%
2015 5.74 6.92 3.79 -2.82 4.82 -3.91 1.33 -8.33 -3.89 8.02 5.09 -4.57 +11.08%
2016 -7.10 -2.38 1.14 0.78 4.82 -1.15 3.29 -0.76 -0.02 -0.05 2.59 2.32 +3.00%
2017 0.45 4.56 0.55 -0.54 -0.86 -0.91 -0.03 -0.38 2.45 3.97 -0.72 0.24 +8.93%
2018 3.07 -1.92 -3.46 2.17 5.72 -1.59 2.35 3.09 0.45 -7.46 1.24 -9.64 -6.92%
2019 7.84 3.59 2.24 4.75 -6.83 5.15 1.91 -1.89 3.01 0.90 4.93 1.38 +29.55%
2020 0.32 -7.52 -10.51 13.17 3.26 2.99 0.78 6.43 -0.63 -0.59 9.39 2.75 +19.00%
2021 0.41 2.41 6.32 0.29 0.57 3.00 -0.68 2.73 -3.37 4.41 -1.84 4.40 +19.79%
2022 -3.27 -3.62 1.10 -4.48 0.55 -6.55 10.10 -4.11 -8.73 5.02 4.14 -7.11 -17.20%
2023 8.19 -0.30 0.59 -1.69 1.25 2.84 4.05 -2.16 -2.93 -5.04 4.64 3.39 +12.77%
2024 -0.44 2.78 3.81 -2.87 - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.01% 10.19% 10.28% 14.39% 17.75%
Sharpe ratio 0.73 1.06 0.36 -0.19 0.27
Best month +3.81% +4.64% +4.64% +10.10% +13.17%
Worst month -2.87% -5.04% -5.04% -8.73% -10.51%
Maximum loss -3.12% -5.30% -10.96% -19.83% -31.98%
Outperformance +20.58% - +21.54% +31.81% +31.04%
 
All quotes in EUR

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Swisscanto(LU)Eq.Fd.Resp.Gl.In.L... reinvestment 182.3600 +8.57% +6.37%
Swisscanto(LU)Eq.Fd.Resp.Gl.In.L... reinvestment 493.4600 +7.61% +3.57%

Performance

YTD  
+3.17%
6 Months  
+7.06%
1 Year  
+7.61%
3 Years  
+3.57%
5 Years  
+51.08%
Since start
  -1.28%
Year
2023  
+12.77%
2022
  -17.20%
2021  
+19.79%
2020  
+19.00%
2019  
+29.55%
2018
  -6.92%
2017  
+8.93%
2016  
+3.00%
2015  
+11.08%