Pictet - Clean Energy Transition - P USD/ LU0280430660 /
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% |