Pictet - Clean Energy Transition - HR EUR/ LU0650147852 /
| NAV10.06.2024 | Diff.-0.7100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 111.7100EUR | -0.63% | thesaurierend | Aktien weltweit | Pictet AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | -0.24 | 7.22 | -0.21 | 1.68 | -3.46 | 4.11 | 1.69 | 2.53 | -3.88 | -0.79 | 0.65 | +11.81% |
| 2017 | 3.44 | 3.74 | 2.53 | 0.66 | 3.52 | -2.14 | 2.56 | 1.14 | 1.66 | 4.52 | -0.79 | -1.43 | +20.94% |
| 2018 | 4.07 | -4.86 | -0.40 | -1.69 | 3.08 | -4.21 | 0.40 | -0.03 | -4.65 | -9.02 | 0.80 | -6.87 | -21.74% |
| 2019 | 7.76 | 5.81 | -0.09 | 4.91 | -9.15 | 8.85 | 1.50 | -3.34 | 1.44 | 2.18 | 3.30 | 4.14 | +29.30% |
| 2020 | 2.14 | -8.71 | -12.57 | 11.08 | 8.71 | 4.60 | 9.19 | 3.76 | -1.25 | 0.63 | 20.05 | 6.52 | +48.25% |
| 2021 | 2.77 | -3.57 | 0.91 | 1.51 | -1.29 | 2.65 | 0.56 | 2.14 | -5.74 | 9.34 | 2.60 | -1.98 | +9.50% |
| 2022 | -16.68 | 0.60 | 4.11 | -10.57 | 0.60 | -13.77 | 18.19 | -4.53 | -10.35 | 0.67 | 8.64 | -6.21 | -29.76% |
| 2023 | 9.45 | 1.18 | 1.68 | -5.24 | 6.25 | 6.03 | 1.98 | -5.00 | -6.89 | -8.70 | 12.91 | 9.69 | +22.60% |
| 2024 | -3.99 | 5.30 | 1.63 | -2.28 | 3.68 | -0.94 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 20.34% | 20.44% | 19.82% | 25.66% | 25.56% |
| Sharpe Ratio | 0.17 | 0.96 | 0.19 | -0.18 | 0.24 |
| Bester Monat | +9.69% | +9.69% | +12.91% | +18.19% | +20.05% |
| Schlechtester Monat | -3.99% | -3.99% | -8.70% | -16.68% | -16.68% |
| Maximaler Verlust | -11.22% | -11.22% | -21.66% | -40.75% | -40.75% |
| Outperformance | -18.31% | - | -19.48% | -31.22% | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Pictet - Clean Energy Transition... | thesaurierend | 193.9800 | +11.93% | +11.80% | |
| Pictet - Clean Energy Transition... | ausschüttend | 150.1600 | +10.30% | +24.52% | |
| Pictet - Clean Energy Transition... | ausschüttend | 177.2300 | +12.08% | +26.83% | |
| Pictet-Clean Energy Transition Z | thesaurierend | 227.9900 | +13.04% | +15.18% | |
| Pictet-Clean Energy Transition H... | thesaurierend | 136.9000 | +9.29% | +2.62% | |
| Pictet - Clean Energy Transition... | ausschüttend | 193.6500 | +11.93% | - | |
| Pictet - Clean Energy Transition... | ausschüttend | 181.9600 | +12.38% | - | |
| Pictet - Clean Energy Transition... | ausschüttend | 208.9100 | +13.19% | - | |
| Pictet - Clean Energy Transition... | thesaurierend | 186.4500 | +8.01% | +2.73% | |
| Pictet - Clean Energy Transition... | ausschüttend | 151.5800 | +10.60% | +25.57% | |
| Pictet - Clean Energy Transition... | thesaurierend | 180.5700 | +12.07% | +26.82% | |
| Pictet - Clean Energy Transition... | thesaurierend | 149.1700 | +10.16% | +6.57% | |
| Pictet - Clean Energy Transition... | ausschüttend | 132.2800 | +9.32% | +21.20% | |
| Pictet - Clean Energy Transition... | thesaurierend | 111.7100 | +7.57% | -2.20% | |
| Pictet - Clean Energy Transition... | thesaurierend | 183.1000 | +7.55% | -1.87% | |
| Pictet - Clean Energy Transition... | ausschüttend | 1'988.0800 | +12.23% | +13.37% | |
| Pictet - Clean Energy Transition... | thesaurierend | 118.6500 | +8.33% | -0.11% | |
| Pictet - Clean Energy Transition... | thesaurierend | 168.1000 | +10.94% | +8.83% | |
| Pictet - Clean Energy Transition... | thesaurierend | 138.8800 | +10.30% | +20.87% | |
| Pictet - Clean Energy Transition... | thesaurierend | 156.4800 | +11.07% | +23.46% | |
| Pictet - Clean Energy Transition... | ausschüttend | 168.1200 | +10.94% | +8.83% |
Performance
| lfd. Jahr | +3.12% | ||
|---|---|---|---|
| 6 Monate | +10.94% | ||
| 1 Jahr | +7.57% | ||
| 3 Jahre | -2.20% | ||
| 5 Jahre | +60.27% | ||
| 10 Jahre | - | ||
| seit Beginn | +97.26% | ||
| Jahr | |||
| 2023 | +22.60% | ||
| 2022 | -29.76% | ||
| 2021 | +9.50% | ||
| 2020 | +48.25% | ||
| 2019 | +29.30% | ||
| 2018 | -21.74% | ||
| 2017 | +20.94% | ||
| 2016 | +11.81% | ||
