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Pictet - Clean Energy Transition - HP EUR/  LU0650147779  /

Fonds
NAV30.05.2024 Diff.-0,3100 Ertragstyp Ausrichtung Fondsgesellschaft
120,3100EUR -0,26% thesaurierend Aktien weltweit Pictet AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2018 4,12 -4,79 -0,34 -1,64 3,14 -4,14 0,46 0,03 -4,60 -8,95 0,86 -6,83 -21,21%
2019 7,82 5,87 -0,03 4,96 -9,09 8,92 1,56 -3,28 1,50 2,24 3,38 4,19 +30,21%
2020 2,21 -8,66 -12,51 11,16 8,75 4,67 9,24 3,83 -1,20 0,68 20,12 6,58 +49,29%
2021 2,84 -3,53 0,97 1,57 -1,23 2,71 0,62 2,20 -5,69 9,40 2,66 -1,92 +10,27%
2022 -16,63 0,66 4,16 -10,51 0,65 -13,71 18,26 -4,47 -10,31 0,74 8,70 -6,15 -29,26%
2023 9,52 1,23 1,74 -5,18 6,31 6,09 2,04 -4,95 -6,84 -8,64 12,97 9,76 +23,47%
2024 -3,93 5,35 1,70 -2,23 4,23 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 20,70% 20,39% 19,82% 25,65% 25,57%
Sharpe Ratio 0,42 1,43 0,45 -0,15 0,34
Bester Monat +9,76% +12,97% +12,97% +18,26% +20,12%
Schlechtester Monat -3,93% -3,93% -8,64% -16,63% -16,63%
Maximaler Verlust -11,13% -11,13% -21,50% -40,37% -40,37%
Outperformance - - - - -
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Pictet - Clean Energy Transition... thesaurierend 196,5400 +16,57% +12,01%
Pictet - Clean Energy Transition... ausschüttend 151,8700 +13,84% +24,82%
Pictet - Clean Energy Transition... ausschüttend 178,0600 +15,49% +26,60%
Pictet-Clean Energy Transition Z thesaurierend 230,9300 +17,74% +15,39%
Pictet-Clean Energy Transition H... thesaurierend 138,7800 +13,78% +2,82%
Pictet - Clean Energy Transition... ausschüttend 196,2100 +16,58% -
Pictet - Clean Energy Transition... ausschüttend 182,8100 +15,81% -
Pictet - Clean Energy Transition... ausschüttend 209,8300 +16,64% -
Pictet - Clean Energy Transition... thesaurierend 189,1200 +12,46% +3,01%
Pictet - Clean Energy Transition... ausschüttend 153,2900 +14,16% +25,87%
Pictet - Clean Energy Transition... thesaurierend 181,4200 +15,49% +26,61%
Pictet - Clean Energy Transition... thesaurierend 139,6100 +13,65% +20,68%
Pictet - Clean Energy Transition... thesaurierend 151,2100 +14,73% +6,77%
Pictet - Clean Energy Transition... ausschüttend 133,8300 +12,83% +21,52%
Pictet - Clean Energy Transition... thesaurierend 113,3000 +11,97% -1,99%
Pictet - Clean Energy Transition... thesaurierend 185,6400 +11,91% -1,70%
Pictet - Clean Energy Transition... ausschüttend 2.011,9399 +16,79% +13,61%
Pictet - Clean Energy Transition... thesaurierend 120,3100 +12,77% +0,09%
Pictet - Clean Energy Transition... thesaurierend 170,3700 +15,54% +9,04%
Pictet - Clean Energy Transition... thesaurierend 157,2700 +14,46% +23,25%
Pictet - Clean Energy Transition... ausschüttend 170,3800 +15,54% +9,04%

Performance

lfd. Jahr  
+4,89%
6 Monate  
+15,13%
1 Jahr  
+12,77%
3 Jahre  
+0,09%
5 Jahre  
+80,32%
10 Jahre     -
seit Beginn  
+54,13%
Jahr
2023  
+23,47%
2022
  -29,26%
2021  
+10,27%
2020  
+49,29%
2019  
+30,21%
2018
  -21,21%