Pictet - Clean Energy Transition - R EUR/  LU0280435461  /

Fonds
NAV04.06.2024 Diff.-2,2200 Ertragstyp Ausrichtung Fondsgesellschaft
136,1300EUR -1,60% thesaurierend Aktien weltweit Pictet AM (EU) 
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2007 - - - - - 2,01 2,13 -3,32 3,72 9,43 -3,85 6,02 -
2008 -18,00 -0,85 -3,51 8,26 4,03 -6,93 -5,22 4,39 -20,68 -25,39 -5,28 -1,83 -55,22%
2009 4,18 -8,40 2,83 15,28 11,21 -1,37 3,68 -2,60 8,34 -6,90 3,29 9,25 +42,63%
2010 -4,48 -0,83 6,20 2,09 -4,56 -2,16 1,71 -3,75 0,94 0,35 -0,31 3,55 -1,84%
2011 -0,81 1,59 2,70 -4,61 -3,50 -3,34 -3,78 -7,87 -8,45 6,56 0,33 0,66 -19,58%
2012 4,65 2,84 -2,64 -1,13 -3,46 -1,09 4,08 -1,00 -1,69 -1,35 0,93 0,74 +0,52%
2013 1,11 5,67 3,70 -1,06 2,16 -2,87 3,57 -0,54 6,57 3,09 2,38 2,33 +28,97%
2014 -1,48 4,36 0,03 -1,72 3,50 2,95 -3,78 5,83 -2,56 0,43 0,39 2,02 +9,90%
2015 6,04 6,49 5,18 -3,77 6,02 -5,15 -4,51 -12,69 -4,30 7,64 4,69 -6,38 -3,25%
2016 -8,12 -0,71 2,41 -0,64 4,64 -2,87 3,56 2,19 1,81 -1,29 2,54 1,49 +4,42%
2017 1,14 5,58 2,06 -1,00 0,42 -3,33 -0,64 0,45 2,45 6,25 -2,97 -1,72 +8,51%
2018 0,50 -2,63 -0,97 0,29 6,95 -3,97 0,36 0,82 -3,96 -6,67 0,93 -7,36 -15,35%
2019 7,69 6,96 1,61 5,22 -8,37 7,05 3,96 -2,29 3,05 0,26 4,78 2,42 +36,08%
2020 3,79 -7,81 -12,16 12,39 6,36 3,91 3,64 2,97 0,83 0,90 17,05 4,30 +38,36%
2021 3,91 -3,27 4,41 -1,24 -1,90 5,31 0,57 2,71 -3,69 9,11 4,75 -1,42 +20,02%
2022 -15,31 0,50 5,71 -5,67 -0,84 -11,01 21,45 -2,67 -7,89 -0,02 3,92 -8,46 -22,43%
2023 8,25 3,48 -0,34 -5,93 9,64 3,87 1,11 -3,11 -4,33 -8,78 10,02 8,38 +21,93%
2024 -2,14 5,79 2,30 -1,26 2,31 -1,68 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 18,66% 17,99% 17,56% 23,04% 23,68%
Sharpe Ratio 0,48 1,37 0,37 0,09 0,46
Bester Monat +8,38% +8,38% +10,02% +21,45% +21,45%
Schlechtester Monat -2,14% -2,14% -8,78% -15,31% -15,31%
Maximaler Verlust -8,39% -8,39% -17,04% -29,40% -33,97%
Outperformance -22,43% - -25,47% -21,75% -26,02%
 
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  
+5,18%
6 Monate  
+13,25%
1 Jahr  
+10,26%
3 Jahre  
+18,66%
5 Jahre  
+98,27%
10 Jahre  
+118,65%
seit Beginn  
+84,23%
Jahr
2023  
+21,93%
2022
  -22,43%
2021  
+20,02%
2020  
+38,36%
2019  
+36,08%
2018
  -15,35%
2017  
+8,51%
2016  
+4,42%
2015
  -3,25%