Pictet - Clean Energy Transition - HR AUD/  LU2264196242  /

Fonds
NAV30.05.2024 Diff.-0,4900 Ertragstyp Ausrichtung Fondsgesellschaft
185,6400AUD -0,26% thesaurierend Aktien weltweit Pictet AM (EU) 
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2021 2,73 -3,61 0,89 1,54 -1,28 2,68 0,49 2,15 -5,74 9,36 2,60 -1,97 +9,45%
2022 -16,87 0,54 4,20 -10,69 0,44 -13,71 18,42 -4,49 -10,27 0,90 8,68 -6,19 -29,62%
2023 9,42 1,21 1,80 -5,20 6,24 6,07 1,97 -5,03 -6,88 -8,74 12,84 9,75 +22,75%
2024 -4,02 5,31 1,64 -2,32 4,20 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 20,71% 20,39% 19,81% 25,68% -%
Sharpe Ratio 0,37 1,38 0,41 -0,17 -
Bester Monat +9,75% +12,84% +12,84% +18,42% -
Schlechtester Monat -4,02% -4,02% -8,74% -16,87% -
Maximaler Verlust -11,23% -11,23% -21,71% -40,76% -
Outperformance - - - - -
 
Alle Kurse in AUD

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  
+4,56%
6 Monate  
+14,76%
1 Jahr  
+11,91%
3 Jahre
  -1,70%
5 Jahre     -
10 Jahre     -
seit Beginn  
+5,03%
Jahr
2023  
+22,75%
2022
  -29,62%
2021  
+9,45%