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Swisscanto(LU)Pf.Fd.Sust.Protection BT/  LU0999461139  /

Fonds
NAV2024-05-02 Chg.+0.3400 Type of yield Investment Focus Investment company
100.6800CHF +0.34% reinvestment Mixed Fund Worldwide Swisscanto AM Int. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2016 - - - - - - - - - - - 1.08 -
2017 -0.03 1.87 0.50 0.77 0.19 -0.91 2.12 0.17 0.28 1.55 -0.16 0.57 +7.09%
2018 -1.10 -1.46 0.25 1.53 -1.02 -0.09 0.84 -1.44 0.31 -0.85 0.00 -2.20 -5.15%
2019 3.12 0.90 1.09 2.08 -2.05 1.32 0.61 -0.27 0.55 0.46 0.98 0.01 +9.07%
2020 -0.34 -2.85 -5.71 2.61 0.78 0.79 0.19 0.49 0.30 -1.09 3.14 0.85 -1.16%
2021 -0.23 0.26 1.63 0.57 1.01 0.95 0.33 0.97 -2.29 1.11 -0.39 0.71 +4.68%
2022 -3.29 -1.46 -0.38 -3.04 -0.39 -3.99 2.88 -3.15 -4.54 0.38 2.20 -2.84 -16.55%
2023 3.39 -1.64 1.16 -0.49 -0.14 0.24 -0.07 -1.27 -2.19 -2.89 4.34 2.65 +2.85%
2024 0.20 1.19 2.31 -2.23 0.34 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 4.75% 5.20% 5.42% 5.14% 5.42%
Sharpe ratio 0.35 2.15 -0.31 -1.47 -1.00
Best month +2.65% +4.34% +4.34% +4.34% +4.34%
Worst month -2.23% -2.23% -2.89% -4.54% -5.71%
Maximum loss -2.95% -2.95% -7.11% -21.26% -21.26%
Outperformance -0.31% - +0.15% +7.01% -
 
All quotes in CHF

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Swisscanto (LU) Portfolio Fund S... reinvestment 103.5800 +2.32% -10.29%
Swisscanto (LU) Portfolio Fund S... reinvestment 96.5900 +1.72% -11.86%
Swisscanto(LU)Pf.Fd.Sust.Protect... reinvestment 100.6800 +2.14% -10.78%

Performance

YTD  
+1.77%
6 Months  
+7.19%
1 Year  
+2.14%
3 Years
  -10.78%
5 Years
  -7.84%
Since start  
+1.72%
Year
2023  
+2.85%
2022
  -16.55%
2021  
+4.68%
2020
  -1.16%
2019  
+9.07%
2018
  -5.15%
2017  
+7.09%