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Pictet - Global Megatrend Selection - P CHF/  LU0386891260  /

Fonds
NAV22.05.2024 Diff.+2,4400 Ertragstyp Ausrichtung Fondsgesellschaft
364,1500CHF +0,67% thesaurierend Aktien weltweit Pictet AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2008 - - - - - - - - - - - -7,60 -
2009 3,99 -7,31 4,53 9,86 2,52 2,30 6,20 -0,46 4,11 -4,93 3,52 7,45 +35,11%
2010 -1,67 2,93 4,18 3,71 -2,70 -9,38 5,18 -5,35 6,23 4,66 -0,51 -1,43 +4,67%
2011 1,23 0,38 1,55 -1,83 -4,29 -2,61 -9,10 -6,48 0,61 7,35 0,43 1,50 -11,62%
2012 4,29 2,83 1,29 -0,05 -1,22 1,87 4,08 -0,10 0,82 -1,53 1,18 0,63 +14,82%
2013 4,14 4,19 3,73 -0,01 2,99 -3,96 3,84 -1,46 3,39 2,02 2,45 1,37 +24,77%
2014 -0,74 3,36 -2,09 -1,88 3,80 1,57 -0,75 4,36 0,73 3,08 2,04 2,19 +16,51%
2015 -7,98 8,34 1,59 -2,72 2,67 -2,39 2,81 -7,16 -2,78 7,56 4,78 -5,28 -2,20%
2016 -4,80 -3,12 2,52 0,81 4,98 -3,39 3,93 2,04 -0,51 -2,00 2,73 0,53 +3,22%
2017 0,73 4,61 2,06 2,18 0,15 -1,10 3,35 0,65 2,72 5,84 -0,11 -0,14 +22,76%
2018 0,52 -2,40 0,71 3,41 1,17 -0,27 1,37 -0,09 -0,41 -6,31 0,75 -8,35 -10,04%
2019 9,15 3,94 1,30 5,94 -7,77 3,95 2,80 -2,30 1,48 1,81 4,23 -0,53 +25,60%
2020 0,10 -9,69 -11,36 12,38 5,48 1,33 2,76 3,51 1,19 -3,37 10,92 2,30 +13,60%
2021 1,77 2,85 4,74 1,52 -1,60 4,21 -1,06 2,22 -1,99 0,43 -1,26 1,95 +14,37%
2022 -9,94 -3,45 2,65 -2,01 -5,13 -9,15 9,40 -1,05 -9,65 6,15 0,22 -5,21 -25,65%
2023 7,87 -0,75 -0,61 -2,39 1,64 3,38 -0,56 -1,30 -1,73 -6,26 7,18 3,52 +9,47%
2024 2,21 7,19 4,44 -2,96 3,99 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 12,38% 11,84% 12,00% 17,19% 18,67%
Sharpe Ratio 3,34 3,29 1,28 -0,23 0,10
Bester Monat +7,19% +7,19% +7,19% +9,40% +12,38%
Schlechtester Monat -2,96% -2,96% -6,26% -9,94% -11,36%
Maximaler Verlust -6,02% -6,02% -11,26% -29,79% -32,41%
Outperformance - - - - -
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Pictet - Global Megatrend Select... thesaurierend 454,3100 +18,24% +0,27%
Pictet - Global Megatrend Select... thesaurierend 419,2200 +17,98% +13,30%
Pictet - Global Megatrend Select... ausschüttend 353,6200 +15,37% +11,19%
Pictet - Global Megatrend Select... thesaurierend 250,8800 +15,59% -7,17%
Pictet-Global Megatrend Selectio... thesaurierend 528,8600 +19,42% +3,29%
Pictet-Global Megatrend Selectio... thesaurierend 414,9700 +20,25% +2,22%
Pictet - Global Megatrend Select... ausschüttend 417,8500 +17,98% +13,31%
Pictet - Global Megatrend Select... thesaurierend 290,8300 +19,84% -
Pictet - Global Megatrend Select... thesaurierend 82.727,0000 +34,77% -
Pictet - Global Megatrend Select... thesaurierend 454,9100 +18,36% -
Pictet - Global Megatrend Select... thesaurierend 346,5300 +16,13% -4,99%
Pictet - Global Megatrend Select... ausschüttend 312,8900 +14,34% +8,25%
Pictet - Global Megatrend Select... thesaurierend 191,3900 +13,52% -12,04%
Pictet - Global Megatrend Select... thesaurierend 405,8700 +14,53% -8,91%
Pictet - Global Megatrend Select... thesaurierend 3.112,0200 +16,88% -1,84%
Pictet - Global Megatrend Select... thesaurierend 364,1500 +19,18% -0,48%
Pictet - Global Megatrend Select... thesaurierend 398,6500 +17,19% -2,39%
Pictet - Global Megatrend Select... ausschüttend 398,6500 +17,19% -2,39%
Pictet - Global Megatrend Select... thesaurierend 367,9200 +16,93% +10,30%
Pictet - Global Megatrend Select... thesaurierend 319,8000 +15,87% +7,36%
Pictet - Global Megatrend Select... thesaurierend 220,1900 +14,56% -9,63%
Pictet - Global Megatrend Select... ausschüttend 367,8800 +16,93% +10,30%

Performance

lfd. Jahr  
+15,47%
6 Monate  
+19,32%
1 Jahr  
+19,18%
3 Jahre
  -0,48%
5 Jahre  
+32,08%
10 Jahre  
+97,44%
seit Beginn  
+209,15%
Jahr
2023  
+9,47%
2022
  -25,65%
2021  
+14,37%
2020  
+13,60%
2019  
+25,60%
2018
  -10,04%
2017  
+22,76%
2016  
+3,22%
2015
  -2,20%