Pictet-Clean Energy Transition HI/ LU0474968459 /
| NAV14.05.2024 | Diff.-0.1500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 136.5300EUR | -0.11% | thesaurierend | Aktien weltweit | Pictet AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | 4.20 | -4.75 | -0.27 | -1.56 | 3.21 | -4.08 | 0.51 | 0.10 | -4.53 | -8.90 | 0.92 | -6.75 | -20.57% |
| 2019 | 7.90 | 5.93 | 0.04 | 5.04 | -9.03 | 8.98 | 1.65 | -3.21 | 1.57 | 2.32 | 3.45 | 4.28 | +31.32% |
| 2020 | 2.27 | -8.59 | -12.44 | 11.23 | 8.85 | 4.74 | 9.32 | 3.91 | -1.14 | 0.76 | 20.20 | 6.66 | +50.59% |
| 2021 | 2.91 | -3.46 | 1.06 | 1.64 | -1.15 | 2.78 | 0.70 | 2.28 | -5.62 | 9.49 | 2.73 | -1.85 | +11.27% |
| 2022 | -16.56 | 0.72 | 4.25 | -10.45 | 0.74 | -13.66 | 18.36 | -4.40 | -10.24 | 0.81 | 8.78 | -6.07 | -28.62% |
| 2023 | 9.60 | 1.29 | 1.81 | -5.11 | 6.40 | 6.16 | 2.12 | -4.88 | -6.77 | -8.57 | 13.06 | 9.84 | +24.57% |
| 2024 | -3.85 | 5.43 | 1.77 | -2.15 | 2.62 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 21.50% | 21.18% | 20.34% | 25.74% | 25.59% |
| Sharpe Ratio | 0.29 | 1.52 | 0.73 | -0.05 | 0.33 |
| Bester Monat | +9.84% | +13.06% | +13.06% | +18.36% | +20.20% |
| Schlechtester Monat | -3.85% | -3.85% | -8.57% | -16.56% | -16.56% |
| Maximaler Verlust | -11.04% | -11.04% | -21.30% | -39.89% | -39.89% |
| Outperformance | +3.33% | - | +0.17% | -23.75% | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Pictet - Clean Energy Transition... | thesaurierend | 193.1700 | +21.45% | +17.07% | |
| Pictet - Clean Energy Transition... | ausschüttend | 151.0200 | +20.84% | +31.24% | |
| Pictet - Clean Energy Transition... | ausschüttend | 175.1900 | +22.14% | +31.37% | |
| Pictet-Clean Energy Transition Z | thesaurierend | 226.8700 | +22.66% | +20.61% | |
| Pictet-Clean Energy Transition H... | thesaurierend | 136.5300 | +18.55% | +7.52% | |
| Pictet - Clean Energy Transition... | ausschüttend | 192.8400 | +21.45% | - | |
| Pictet - Clean Energy Transition... | ausschüttend | 179.8400 | +22.49% | - | |
| Pictet - Clean Energy Transition... | ausschüttend | 206.3600 | +23.35% | - | |
| Pictet - Clean Energy Transition... | thesaurierend | 186.1400 | +17.17% | +7.76% | |
| Pictet - Clean Energy Transition... | ausschüttend | 152.4100 | +21.16% | +32.33% | |
| Pictet - Clean Energy Transition... | thesaurierend | 178.5000 | +22.14% | +31.38% | |
| Pictet - Clean Energy Transition... | thesaurierend | 137.4500 | +20.20% | +25.21% | |
| Pictet - Clean Energy Transition... | thesaurierend | 148.7200 | +19.53% | +11.58% | |
| Pictet - Clean Energy Transition... | ausschüttend | 133.1300 | +19.78% | +27.76% | |
| Pictet - Clean Energy Transition... | thesaurierend | 111.5400 | +16.66% | +2.48% | |
| Pictet - Clean Energy Transition... | thesaurierend | 182.7100 | +16.56% | +2.77% | |
| Pictet - Clean Energy Transition... | ausschüttend | 1'986.1300 | +21.77% | +18.82% | |
| Pictet - Clean Energy Transition... | thesaurierend | 118.4000 | +17.48% | +4.66% | |
| Pictet - Clean Energy Transition... | thesaurierend | 167.5100 | +20.38% | +13.97% | |
| Pictet - Clean Energy Transition... | thesaurierend | 154.7900 | +21.06% | +27.88% | |
| Pictet - Clean Energy Transition... | ausschüttend | 167.5200 | +20.37% | +13.96% |
Performance
| lfd. Jahr | +3.57% | ||
|---|---|---|---|
| 6 Monate | +16.49% | ||
| 1 Jahr | +18.55% | ||
| 3 Jahre | +7.52% | ||
| 5 Jahre | +78.35% | ||
| 10 Jahre | - | ||
| seit Beginn | +60.38% | ||
| Jahr | |||
| 2023 | +24.57% | ||
| 2022 | -28.62% | ||
| 2021 | +11.27% | ||
| 2020 | +50.59% | ||
| 2019 | +31.32% | ||
| 2018 | -20.57% | ||
