Pictet - Clean Energy Transition - P EUR/ LU0280435388 /
| NAV04.06.2024 | Diff.-2.5100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 153.3600EUR | -1.61% | thesaurierend | Aktien weltweit | Pictet AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | - | - | - | - | 2.08 | 2.17 | -3.26 | 3.77 | 9.50 | -3.79 | 6.08 | - |
| 2008 | -17.95 | -0.77 | -3.46 | 8.32 | 4.09 | -6.86 | -5.16 | 4.45 | -20.62 | -25.36 | -5.23 | -1.79 | -54.91% |
| 2009 | 4.28 | -8.39 | 2.90 | 15.38 | 11.27 | -1.33 | 3.79 | -2.56 | 8.39 | -6.84 | 3.34 | 9.28 | +43.62% |
| 2010 | -4.40 | -0.80 | 6.26 | 2.17 | -4.50 | -2.12 | 1.78 | -3.70 | 1.00 | 0.39 | -0.25 | 3.62 | -1.13% |
| 2011 | -0.75 | 1.64 | 2.77 | -4.56 | -3.46 | -3.28 | -3.72 | -7.81 | -8.37 | 6.58 | 0.41 | 0.72 | -19.01% |
| 2012 | 4.69 | 2.91 | -2.57 | -1.09 | -3.40 | -1.01 | 4.15 | -0.96 | -1.63 | -1.28 | 0.96 | 0.82 | +1.23% |
| 2013 | 1.17 | 5.74 | 3.75 | -1.00 | 2.22 | -2.83 | 3.63 | -0.46 | 6.62 | 3.15 | 2.43 | 2.40 | +29.87% |
| 2014 | -1.43 | 4.42 | 0.11 | -1.68 | 3.57 | 3.00 | -3.73 | 5.89 | -2.50 | 0.49 | 0.45 | 2.08 | +10.67% |
| 2015 | 6.11 | 6.53 | 5.26 | -3.74 | 6.10 | -5.09 | -4.46 | -12.63 | -4.25 | 7.70 | 4.75 | -6.33 | -2.57% |
| 2016 | -8.07 | -0.66 | 2.48 | -0.59 | 4.73 | -2.83 | 3.62 | 2.25 | 1.86 | -1.24 | 2.61 | 1.55 | +5.16% |
| 2017 | 1.19 | 5.65 | 2.11 | -0.94 | 0.47 | -3.29 | -0.57 | 0.52 | 2.51 | 6.31 | -2.92 | -1.65 | +9.27% |
| 2018 | 0.56 | -2.57 | -0.94 | 0.37 | 7.00 | -3.92 | 0.44 | 0.88 | -3.90 | -6.63 | 0.97 | -7.30 | -14.76% |
| 2019 | 7.76 | 7.02 | 1.66 | 5.28 | -8.31 | 7.11 | 4.02 | -2.23 | 3.11 | 0.34 | 4.83 | 2.47 | +37.02% |
| 2020 | 3.87 | -7.76 | -12.11 | 12.43 | 6.44 | 3.97 | 3.70 | 3.04 | 0.87 | 0.94 | 17.11 | 4.35 | +39.30% |
| 2021 | 3.97 | -3.23 | 4.47 | -1.18 | -1.85 | 5.37 | 0.64 | 2.77 | -3.63 | 9.18 | 4.82 | -1.36 | +20.86% |
| 2022 | -15.26 | 0.56 | 5.77 | -5.61 | -0.77 | -10.96 | 21.52 | -2.61 | -7.83 | 0.04 | 3.98 | -8.41 | -21.89% |
| 2023 | 8.31 | 3.53 | -0.28 | -5.88 | 9.72 | 3.93 | 1.18 | -3.05 | -4.28 | -8.73 | 10.08 | 8.44 | +22.79% |
| 2024 | -2.07 | 5.84 | 2.36 | -1.22 | 2.38 | -1.68 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 18.65% | 17.99% | 17.55% | 23.03% | 23.67% |
| Sharpe Ratio | 0.52 | 1.42 | 0.42 | 0.12 | 0.49 |
| Bester Monat | +8.44% | +8.44% | +10.08% | +21.52% | +21.52% |
| Schlechtester Monat | -2.07% | -2.07% | -8.73% | -15.26% | -15.26% |
| Maximaler Verlust | -8.30% | -8.30% | -16.88% | -29.10% | -33.93% |
| Outperformance | -21.71% | - | -24.63% | -18.90% | -20.62% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Pictet - Clean Energy Transition... | thesaurierend | 192.4600 | +13.88% | +11.16% | |
| Pictet - Clean Energy Transition... | ausschüttend | 148.1600 | +10.58% | +23.41% | |
| Pictet - Clean Energy Transition... | ausschüttend | 173.6600 | +12.04% | +24.51% | |
| Pictet-Clean Energy Transition Z | thesaurierend | 226.1700 | +15.02% | +14.52% | |
| Pictet-Clean Energy Transition H... | thesaurierend | 135.8800 | +11.19% | +2.06% | |
| Pictet - Clean Energy Transition... | ausschüttend | 192.1300 | +13.88% | - | |
| Pictet - Clean Energy Transition... | ausschüttend | 178.3000 | +12.35% | - | |
| Pictet - Clean Energy Transition... | ausschüttend | 204.6700 | +13.15% | - | |
| Pictet - Clean Energy Transition... | thesaurierend | 185.1100 | +9.90% | +2.20% | |
| Pictet - Clean Energy Transition... | ausschüttend | 149.5500 | +10.89% | +24.43% | |
| Pictet - Clean Energy Transition... | thesaurierend | 176.9400 | +12.04% | +24.50% | |
| Pictet - Clean Energy Transition... | thesaurierend | 148.0300 | +12.08% | +5.94% | |
| Pictet - Clean Energy Transition... | ausschüttend | 130.5400 | +9.61% | +20.13% | |
| Pictet - Clean Energy Transition... | thesaurierend | 110.9000 | +9.42% | -2.74% | |
| Pictet - Clean Energy Transition... | thesaurierend | 181.7700 | +9.41% | -2.41% | |
| Pictet - Clean Energy Transition... | ausschüttend | 1'971.4399 | +14.12% | +12.71% | |
| Pictet - Clean Energy Transition... | thesaurierend | 117.7800 | +10.21% | -0.66% | |
| Pictet - Clean Energy Transition... | thesaurierend | 166.8100 | +12.88% | +8.21% | |
| Pictet - Clean Energy Transition... | thesaurierend | 136.1300 | +10.26% | +18.66% | |
| Pictet - Clean Energy Transition... | thesaurierend | 153.3600 | +11.04% | +21.19% | |
| Pictet - Clean Energy Transition... | ausschüttend | 166.8200 | +12.87% | +8.20% |
Performance
| lfd. Jahr | +5.50% | ||
|---|---|---|---|
| 6 Monate | +13.65% | ||
| 1 Jahr | +11.04% | ||
| 3 Jahre | +21.19% | ||
| 5 Jahre | +105.25% | ||
| 10 Jahre | +134.42% | ||
| seit Beginn | +107.55% | ||
| Jahr | |||
| 2023 | +22.79% | ||
| 2022 | -21.89% | ||
| 2021 | +20.86% | ||
| 2020 | +39.30% | ||
| 2019 | +37.02% | ||
| 2018 | -14.76% | ||
| 2017 | +9.27% | ||
| 2016 | +5.16% | ||
| 2015 | -2.57% | ||
