Pictet - Clean Energy Transition - I EUR/ LU0312383663 /
| NAV13.06.2024 | Diff.+0.7200 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 184.8600EUR | +0.39% | thesaurierend | Aktien weltweit | Pictet AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | - | - | - | - | - | - | -3.18 | 3.83 | 9.58 | -3.71 | 6.13 | - |
| 2008 | -17.89 | -0.70 | -3.38 | 8.39 | 4.17 | -6.81 | -5.09 | 4.53 | -20.57 | -25.30 | -5.16 | -1.72 | -54.52% |
| 2009 | 4.34 | -8.32 | 2.98 | 15.43 | 11.36 | -1.25 | 3.85 | -2.49 | 8.48 | -6.79 | 3.43 | 9.38 | +44.85% |
| 2010 | -4.34 | -0.74 | 6.34 | 2.25 | -4.44 | -2.06 | 1.85 | -3.62 | 1.06 | 0.47 | -0.17 | 3.68 | -0.31% |
| 2011 | -0.68 | 1.72 | 2.81 | -4.48 | -3.40 | -3.20 | -3.65 | -7.74 | -8.31 | 6.65 | 0.47 | 0.80 | -18.33% |
| 2012 | 4.78 | 2.95 | -2.51 | -1.01 | -3.32 | -0.99 | 4.22 | -0.86 | -1.58 | -1.22 | 1.06 | 0.86 | +2.03% |
| 2013 | 1.24 | 5.80 | 3.81 | -0.95 | 2.32 | -2.78 | 3.71 | -0.39 | 6.69 | 3.22 | 2.51 | 2.48 | +30.94% |
| 2014 | -1.37 | 4.49 | 0.15 | -1.61 | 3.64 | 3.08 | -3.67 | 5.95 | -2.42 | 0.55 | 0.52 | 2.15 | +11.55% |
| 2015 | 6.18 | 6.60 | 5.31 | -3.65 | 6.16 | -5.03 | -4.38 | -12.56 | -4.20 | 7.76 | 4.83 | -6.25 | -1.77% |
| 2016 | -8.03 | -0.60 | 2.57 | -0.52 | 4.78 | -2.76 | 3.68 | 2.32 | 1.94 | -1.19 | 2.68 | 1.62 | +5.98% |
| 2017 | 1.26 | 5.72 | 2.18 | -0.87 | 0.54 | -3.22 | -0.51 | 0.59 | 2.58 | 6.37 | -2.84 | -1.58 | +10.17% |
| 2018 | 0.61 | -2.51 | -0.86 | 0.42 | 7.09 | -3.84 | 0.48 | 0.95 | -3.84 | -6.56 | 1.04 | -7.23 | -14.09% |
| 2019 | 7.84 | 7.07 | 1.74 | 5.35 | -8.24 | 7.18 | 4.11 | -2.17 | 3.19 | 0.40 | 4.92 | 2.57 | +38.19% |
| 2020 | 3.93 | -7.70 | -12.04 | 12.53 | 6.51 | 4.04 | 3.78 | 3.12 | 0.95 | 1.02 | 17.20 | 4.44 | +40.55% |
| 2021 | 4.05 | -3.16 | 4.55 | -1.10 | -1.77 | 5.44 | 0.71 | 2.85 | -3.56 | 9.26 | 4.90 | -1.29 | +21.94% |
| 2022 | -15.19 | 0.63 | 5.84 | -5.55 | -0.69 | -10.90 | 21.62 | -2.53 | -7.77 | 0.12 | 4.05 | -8.34 | -21.18% |
| 2023 | 8.40 | 3.60 | -0.20 | -5.82 | 9.80 | 4.00 | 1.25 | -2.97 | -4.20 | -8.67 | 10.17 | 8.54 | +23.90% |
| 2024 | -2.00 | 5.92 | 2.44 | -1.15 | 2.46 | 2.73 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 18.42% | 18.04% | 17.58% | 23.03% | 23.66% |
| Sharpe Ratio | 1.18 | 1.54 | 0.54 | 0.20 | 0.54 |
| Bester Monat | +8.54% | +8.54% | +10.17% | +21.62% | +21.62% |
| Schlechtester Monat | -2.00% | -2.00% | -8.67% | -15.19% | -15.19% |
| Maximaler Verlust | -8.20% | -8.20% | -16.68% | -28.70% | -33.87% |
| Outperformance | -17.58% | - | -19.99% | -11.89% | -8.93% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Pictet - Clean Energy Transition... | thesaurierend | 199.4700 | +13.17% | +13.41% | |
| Pictet - Clean Energy Transition... | ausschüttend | 153.6100 | +11.47% | +25.28% | |
| Pictet - Clean Energy Transition... | ausschüttend | 181.4300 | +13.22% | +27.41% | |
| Pictet-Clean Energy Transition Z | thesaurierend | 234.4600 | +14.30% | +16.83% | |
| Pictet-Clean Energy Transition H... | thesaurierend | 140.7100 | +10.46% | +4.05% | |
| Pictet - Clean Energy Transition... | ausschüttend | 199.1300 | +13.17% | - | |
| Pictet - Clean Energy Transition... | ausschüttend | 186.2900 | +13.54% | - | |
| Pictet - Clean Energy Transition... | ausschüttend | 213.8900 | +14.35% | - | |
| Pictet - Clean Energy Transition... | thesaurierend | 191.6500 | +9.17% | +4.16% | |
| Pictet - Clean Energy Transition... | ausschüttend | 155.0700 | +11.79% | +26.34% | |
| Pictet - Clean Energy Transition... | thesaurierend | 184.8600 | +13.22% | +27.42% | |
| Pictet - Clean Energy Transition... | thesaurierend | 153.3600 | +11.36% | +8.09% | |
| Pictet - Clean Energy Transition... | ausschüttend | 135.3100 | +10.48% | +21.94% | |
| Pictet - Clean Energy Transition... | thesaurierend | 114.8000 | +8.70% | -0.83% | |
| Pictet - Clean Energy Transition... | thesaurierend | 188.1700 | +8.70% | -0.50% | |
| Pictet - Clean Energy Transition... | ausschüttend | 2'043.6400 | +13.43% | +14.91% | |
| Pictet - Clean Energy Transition... | thesaurierend | 121.9400 | +9.48% | +1.29% | |
| Pictet - Clean Energy Transition... | thesaurierend | 172.8400 | +12.16% | +10.39% | |
| Pictet - Clean Energy Transition... | thesaurierend | 142.1600 | +11.42% | +21.44% | |
| Pictet - Clean Energy Transition... | thesaurierend | 160.1900 | +12.21% | +24.04% | |
| Pictet - Clean Energy Transition... | ausschüttend | 172.8600 | +12.16% | +10.40% |
Performance
| lfd. Jahr | +10.64% | ||
|---|---|---|---|
| 6 Monate | +14.66% | ||
| 1 Jahr | +13.22% | ||
| 3 Jahre | +27.42% | ||
| 5 Jahre | +113.86% | ||
| 10 Jahre | +163.86% | ||
| seit Beginn | +118.36% | ||
| Jahr | |||
| 2023 | +23.90% | ||
| 2022 | -21.18% | ||
| 2021 | +21.94% | ||
| 2020 | +40.55% | ||
| 2019 | +38.19% | ||
| 2018 | -14.09% | ||
| 2017 | +10.17% | ||
| 2016 | +5.98% | ||
| 2015 | -1.77% | ||
