Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) AT
MVD-Fonds Rating | EDA |
---|---|
79 |
ISIN: LU0161535165 | WKN: 216769
KAG: Swisscanto AM Int.
NAV: 240,11 CHF am 19.08.2024
Chart
Kennzahlen Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) AT
1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
Performance | +0,45% | +5,80% | +10,80% | -4,50% | +17,75% | +36,03% | +62,47% |
Volatilität | +13,91% | +7,45% | +6,40% | +6,83% | +8,09% | +8,01% | +8,93% |
Sharpe Ratio | +0,14 | +1,14 | +1,14 | -0,74 | -0,03 | -0,05 | -0,16 |
Bester Monat | - | +2,65% | +3,06% | +4,06% | +6,64% | +6,64% | +6,64% |
Schl. Monat | - | -1,33% | -2,81% | -5,22% | -9,29% | -9,29% | -11,77% |
Max. Verlust | -4,62% | -5,74% | -5,74% | -19,22% | -20,04% | -20,04% | -39,08% |
Monatsperformance Swisscanto (LU) Portfolio Fund Sustainable Balance (CHF) AT
2024 | 2023 | 2022 | 2021 | 2020 | |
Januar | +0,46% | +4,06% | -3,62% | +0,98% | 0,00% |
Februar | +2,35% | -1,03% | -2,96% | +1,48% | -2,94% |
März | +2,65% | +0,26% | +1,03% | +3,06% | -9,29% |
April | -1,33% | -0,22% | -3,03% | -0,06% | +6,64% |
Mai | +2,36% | +0,36% | -1,12% | -0,18% | +3,44% |
Juni | +0,68% | +0,52% | -5,22% | +2,47% | +1,50% |
Juli | +0,70% | -0,04% | +4,03% | -0,21% | +1,79% |
August | -0,06% | -0,68% | -2,63% | +1,76% | +2,40% |
September | - | -1,21% | -4,90% | -1,71% | -0,40% |
Oktober | - | -2,81% | +2,73% | +1,88% | +0,51% |
November | - | +3,06% | +2,27% | -0,56% | +4,91% |
Dezember | - | +1,79% | -3,26% | +0,36% | +1,54% |
Gesamt | +8,01% | +3,94% | -15,93% | +9,56% | +9,57% |