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Pictet - Clean Energy Transition - I EUR/  LU0312383663  /

Fonds
NAV15.05.2024 Diff.+2,2800 Ertragstyp Ausrichtung Fondsgesellschaft
180,7800EUR +1,28% thesaurierend Aktien weltweit Pictet AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz 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 2,93 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 19,39% 18,09% 18,15% 23,14% 23,68%
Sharpe Ratio 1,04 1,98 1,10 0,27 0,53
Bester Monat +8,54% +10,17% +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 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  
+8,19%
6 Monate  
+17,98%
1 Jahr  
+23,70%
3 Jahre  
+33,66%
5 Jahre  
+112,38%
10 Jahre  
+172,14%
seit Beginn  
+113,54%
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%