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Pictet - Clean Energy Transition - HP EUR/  LU0650147779  /

Fonds
NAV15.05.2024 Diff.+1,6900 Ertragstyp Ausrichtung Fondsgesellschaft
120,0900EUR +1,43% 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 4,04 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 21,52% 20,49% 20,35% 25,76% 25,60%
Sharpe Ratio 0,44 1,53 0,75 -0,06 0,30
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 195,9400 +23,19% +19,25%
Pictet - Clean Energy Transition... ausschüttend 152,7500 +22,22% +33,23%
Pictet - Clean Energy Transition... ausschüttend 177,4400 +23,71% +33,66%
Pictet-Clean Energy Transition Z thesaurierend 230,1300 +24,42% +22,85%
Pictet-Clean Energy Transition H... thesaurierend 138,4700 +20,23% +9,51%
Pictet - Clean Energy Transition... ausschüttend 195,6000 +23,19% -
Pictet - Clean Energy Transition... ausschüttend 182,1400 +24,06% -
Pictet - Clean Energy Transition... ausschüttend 209,0000 +24,93% -
Pictet - Clean Energy Transition... thesaurierend 188,7900 +18,83% +9,75%
Pictet - Clean Energy Transition... ausschüttend 154,1700 +22,56% +34,35%
Pictet - Clean Energy Transition... thesaurierend 180,7800 +23,70% +33,66%
Pictet - Clean Energy Transition... thesaurierend 139,2000 +21,73% +27,40%
Pictet - Clean Energy Transition... thesaurierend 150,8400 +21,23% +13,67%
Pictet - Clean Energy Transition... ausschüttend 134,6500 +21,14% +29,70%
Pictet - Clean Energy Transition... thesaurierend 113,1200 +18,31% +4,38%
Pictet - Clean Energy Transition... thesaurierend 185,3100 +18,22% +4,69%
Pictet - Clean Energy Transition... ausschüttend 2.014,4900 +23,51% +20,99%
Pictet - Clean Energy Transition... thesaurierend 120,0900 +19,16% +6,61%
Pictet - Clean Energy Transition... thesaurierend 169,9000 +22,10% +16,08%
Pictet - Clean Energy Transition... thesaurierend 156,7600 +22,60% +30,11%
Pictet - Clean Energy Transition... ausschüttend 169,9200 +22,10% +16,09%

Performance

lfd. Jahr  
+4,70%
6 Monate  
+16,13%
1 Jahr  
+19,16%
3 Jahre  
+6,61%
5 Jahre  
+72,77%
10 Jahre     -
seit Beginn  
+53,84%
Jahr
2023  
+23,47%
2022
  -29,26%
2021  
+10,27%
2020  
+49,29%
2019  
+30,21%
2018
  -21,21%