Pictet - Clean Energy Transition - P USD/  LU0280430660  /

Fonds
NAV12.06.2024 Diff.+5,3600 Ertragstyp Ausrichtung Fondsgesellschaft
172,9100USD +3,20% thesaurierend Aktien weltweit Pictet AM (EU) 
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2007 - - - - - 3,23 2,71 -3,38 8,32 10,96 -2,29 6,52 -
2008 -17,03 1,17 -0,34 7,36 4,29 -5,60 -6,32 -1,75 -23,30 -32,20 -6,76 9,19 -56,91%
2009 -5,63 -9,36 8,02 15,69 19,53 -2,50 5,34 -2,20 10,25 -5,62 5,50 4,46 +47,17%
2010 -7,80 -2,89 5,51 0,11 -11,30 -2,13 8,22 -5,77 8,46 2,09 -6,36 5,26 -8,62%
2011 2,48 2,29 5,09 0,07 -6,25 -2,72 -4,05 -8,83 -14,40 9,37 -1,08 -3,31 -21,25%
2012 6,13 4,40 -2,34 -1,82 -10,17 1,45 1,48 1,18 0,92 -0,93 1,69 2,41 +3,51%
2013 4,38 0,89 2,17 1,71 0,94 -2,58 5,07 -0,57 9,18 3,03 2,57 3,74 +34,57%
2014 -2,95 6,52 0,19 -1,06 1,51 3,68 -5,94 4,24 -6,49 -0,33 -0,05 -0,93 -2,41%
2015 -1,04 5,90 0,78 0,44 3,80 -3,54 -5,26 -11,39 -4,62 6,58 0,16 -3,64 -12,52%
2016 -8,44 -0,25 7,48 0,18 1,52 -3,02 4,29 1,83 2,79 -3,67 -0,70 0,98 +2,09%
2017 3,68 3,88 2,78 0,86 3,74 -1,89 2,78 1,35 1,94 4,76 -0,64 -0,95 +24,41%
2018 4,32 -4,61 -0,11 -1,40 3,38 -3,88 0,63 0,33 -4,35 -8,73 1,12 -6,50 -18,83%
2019 8,19 6,11 0,28 5,24 -8,83 9,26 1,83 -3,09 1,78 2,53 3,52 4,51 +34,45%
2020 2,41 -8,56 -12,21 11,48 8,98 4,79 9,39 3,94 -1,06 0,82 20,25 6,73 +52,34%
2021 2,95 -3,43 1,16 1,66 -1,12 2,82 0,71 2,28 -5,58 9,51 2,65 -1,68 +11,74%
2022 -16,41 0,87 4,50 -10,34 0,92 -13,44 18,62 -4,16 -9,95 1,21 9,17 -5,70 -26,38%
2023 9,95 1,49 2,12 -5,01 6,55 6,29 2,28 -4,71 -6,65 -8,54 13,27 10,06 +27,17%
2024 -3,74 5,52 1,90 -2,05 3,92 1,97 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 20,69% 20,83% 20,03% 25,75% 25,63%
Sharpe Ratio 0,66 1,36 0,52 -0,01 0,41
Bester Monat +10,06% +10,06% +13,27% +18,62% +20,25%
Schlechtester Monat -3,74% -3,74% -8,54% -16,41% -16,41%
Maximaler Verlust -10,88% -10,88% -21,00% -38,52% -38,52%
Outperformance -23,53% - -27,20% -20,17% -23,55%
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Pictet - Clean Energy Transition... thesaurierend 199,5500 +15,14% +13,45%
Pictet - Clean Energy Transition... ausschüttend 152,9400 +12,34% +24,74%
Pictet - Clean Energy Transition... ausschüttend 180,7400 +14,30% +26,92%
Pictet-Clean Energy Transition Z thesaurierend 234,5400 +16,29% +16,87%
Pictet-Clean Energy Transition H... thesaurierend 140,7700 +12,38% +4,10%
Pictet - Clean Energy Transition... ausschüttend 199,2100 +15,14% -
Pictet - Clean Energy Transition... ausschüttend 185,5700 +14,61% -
Pictet - Clean Energy Transition... ausschüttend 213,0500 +15,43% -
Pictet - Clean Energy Transition... thesaurierend 191,7200 +11,06% +4,20%
Pictet - Clean Energy Transition... ausschüttend 154,3800 +12,64% +25,78%
Pictet - Clean Energy Transition... thesaurierend 184,1400 +14,29% +26,92%
Pictet - Clean Energy Transition... thesaurierend 153,4300 +13,31% +8,14%
Pictet - Clean Energy Transition... ausschüttend 134,7200 +11,34% +21,41%
Pictet - Clean Energy Transition... thesaurierend 114,8600 +10,60% -0,78%
Pictet - Clean Energy Transition... thesaurierend 188,2400 +10,57% -0,47%
Pictet - Clean Energy Transition... ausschüttend 2.044,7200 +15,43% +14,97%
Pictet - Clean Energy Transition... thesaurierend 121,9900 +11,38% +1,33%
Pictet - Clean Energy Transition... thesaurierend 172,9100 +14,12% +10,44%
Pictet - Clean Energy Transition... thesaurierend 141,6200 +12,48% +20,98%
Pictet - Clean Energy Transition... thesaurierend 159,5700 +13,27% +23,56%
Pictet - Clean Energy Transition... ausschüttend 172,9300 +14,12% +10,44%

Performance

lfd. Jahr  
+7,42%
6 Monate  
+14,84%
1 Jahr  
+14,12%
3 Jahre  
+10,44%
5 Jahre  
+95,58%
10 Jahre  
+93,76%
seit Beginn  
+72,91%
Jahr
2023  
+27,17%
2022
  -26,38%
2021  
+11,74%
2020  
+52,34%
2019  
+34,45%
2018
  -18,83%
2017  
+24,41%
2016  
+2,09%
2015
  -12,52%