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Pictet - Indian Equities - I GBP/  LU0859479155  /

Fonds
NAV30.05.2024 Diff.-9,1000 Ertragstyp Ausrichtung Fondsgesellschaft
757,9400GBP -1,19% thesaurierend Aktien Branchenmix Pictet AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2013 - -4,07 0,66 0,61 -1,54 -6,80 -3,57 -12,64 6,43 12,63 -4,67 3,57 -9,07%
2014 -2,49 2,50 8,39 -1,66 12,24 1,47 0,96 5,12 1,26 6,51 5,92 -1,35 +45,14%
2015 12,00 0,77 0,77 -8,36 4,54 -4,60 2,43 -6,95 1,65 1,84 -0,68 0,84 +2,71%
2016 -2,77 -5,54 10,01 -0,59 1,92 10,49 7,94 3,06 2,35 7,27 -8,21 2,11 +29,48%
2017 1,31 4,60 8,06 -2,19 3,71 -0,13 4,21 -1,37 -5,53 4,87 -0,78 5,05 +23,11%
2018 -4,08 -1,10 -4,26 7,03 0,45 -1,74 2,45 0,52 -10,18 -4,35 9,53 0,07 -6,95%
2019 -5,01 -0,72 12,13 -0,52 2,80 -0,10 2,44 -2,43 4,17 -4,45 1,40 -1,61 +7,23%
2020 2,23 -3,04 -24,83 13,06 -3,24 6,34 3,10 1,17 6,02 3,42 7,29 6,41 +13,17%
2021 -1,25 0,63 3,90 -3,95 6,15 3,80 2,24 7,90 2,24 -3,22 -0,28 3,06 +22,58%
2022 -3,83 -4,89 3,55 0,77 -3,12 -2,93 8,41 4,72 0,29 -2,64 -0,42 -5,62 -6,48%
2023 -1,37 -2,49 -1,07 2,50 4,06 2,30 0,25 1,44 4,40 -1,64 3,45 5,48 +18,31%
2024 1,11 2,75 0,69 2,52 -1,85 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 11,20% 10,91% 10,26% 14,73% 21,01%
Sharpe Ratio 0,86 1,81 1,96 0,47 0,29
Bester Monat +5,48% +5,48% +5,48% +8,41% +13,06%
Schlechtester Monat -1,85% -1,85% -1,85% -5,62% -24,83%
Maximaler Verlust -3,26% -3,26% -3,68% -16,94% -37,05%
Outperformance +3,05% - +8,52% +22,71% +33,20%
 
Alle Kurse in GBP

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Pictet - Indian Equities - I USD thesaurierend 964,7000 +26,88% +21,90%
Pictet - Indian Equities - I EUR thesaurierend 891,0500 +25,70% +37,36%
Pictet - Indian Equities - I GBP thesaurierend 757,9400 +23,90% +35,62%
Pictet-Indian Equities Z thesaurierend 1.145,0800 +28,05% +25,28%
Pictet - Indian Equities - Z dy ... ausschüttend 1.115,7500 +28,05% +25,30%
Pictet - Indian Equities - Z JPY thesaurierend 179.442,0000 +43,35% +79,10%
Pictet - Indian Equities - HZ JP... thesaurierend 841,4100 +27,23% -
Pictet - Indian Equities - R USD thesaurierend 728,5300 +25,23% +17,21%
Pictet - Indian Equities - R EUR thesaurierend 672,6100 +24,06% +32,05%
Pictet - Indian Equities - P dy ... ausschüttend 828,8500 +25,99% +19,34%
Pictet - Indian Equities - P dy ... ausschüttend 650,9700 +23,04% +32,83%
Pictet - Indian Equities - P EUR thesaurierend 765,1300 +24,82% +34,47%
Pictet - Indian Equities - P USD thesaurierend 828,5700 +25,99% +19,34%

Performance

lfd. Jahr  
+5,27%
6 Monate  
+11,04%
1 Jahr  
+23,90%
3 Jahre  
+35,62%
5 Jahre  
+60,20%
10 Jahre  
+220,28%
seit Beginn  
+248,27%
Jahr
2023  
+18,31%
2022
  -6,48%
2021  
+22,58%
2020  
+13,17%
2019  
+7,23%
2018
  -6,95%
2017  
+23,11%
2016  
+29,48%
2015  
+2,71%