Pictet TR-Atlas HI/ LU1433231963 /
NAV17.05.2024 | Diff.-0.1400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
149.4700USD | -0.09% | thesaurierend | Alternative Investments weltweit | Pictet AM (EU) ▶ |
Monatliche Performance
Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2016 | - | - | - | - | - | - | - | - | - | - | - | 0.89 | - |
2017 | 1.02 | 0.20 | 0.71 | 0.90 | 0.94 | -0.02 | -0.20 | 0.07 | 0.47 | 0.51 | 0.05 | 0.24 | +4.96% |
2018 | 1.15 | -0.71 | 0.03 | 0.24 | 0.44 | 0.72 | -0.46 | 0.36 | 1.40 | -0.41 | -0.05 | -1.44 | +1.25% |
2019 | 0.95 | 0.14 | 0.50 | 0.47 | -0.07 | 0.89 | 0.56 | 0.61 | 0.05 | 0.17 | 0.89 | 0.90 | +6.22% |
2020 | 0.91 | -0.16 | -0.12 | 1.25 | 0.35 | 1.84 | 3.27 | 1.34 | 1.67 | 0.37 | -0.18 | 1.42 | +12.56% |
2021 | 0.93 | 1.84 | 0.17 | 0.97 | 0.02 | 0.88 | 0.28 | -0.04 | -0.14 | 1.39 | 0.26 | 0.50 | +7.26% |
2022 | -1.26 | -0.77 | -0.50 | -0.82 | -0.62 | -0.23 | 0.52 | 0.06 | -0.02 | -0.26 | 0.11 | 0.35 | -3.40% |
2023 | 0.73 | 0.00 | 1.32 | 0.35 | 0.34 | 0.83 | 0.03 | 0.07 | 0.21 | 0.25 | 1.00 | 0.97 | +6.24% |
2024 | 0.99 | 1.76 | 1.98 | -0.22 | 1.40 | - | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 3.18% | 2.90% | 2.39% | 2.40% | 3.02% |
Sharpe Ratio | 4.15 | 3.80 | 2.04 | 0.12 | 0.88 |
Bester Monat | +1.98% | +1.98% | +1.98% | +1.98% | +3.27% |
Schlechtester Monat | -0.22% | -0.22% | -0.22% | -1.26% | -1.26% |
Maximaler Verlust | -0.94% | -0.94% | -0.94% | -4.53% | -4.53% |
Outperformance | +6.49% | - | +4.52% | +22.98% | - |
Alle Kurse in USD
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Pictet TR - Atlas - HI JPY | thesaurierend | 12'480.0000 | +2.65% | +2.34% | |
Pictet TR - Atlas - HJ JPY | thesaurierend | 12'449.0000 | +2.96% | +3.10% | |
Pictet TR - Atlas - ZX EUR | thesaurierend | 136.5600 | +8.28% | +12.62% | |
Pictet TR - Atlas - HJ USD | thesaurierend | 153.3000 | +8.94% | +13.66% | |
Pictet TR - Atlas - HZX CHF | thesaurierend | 128.6500 | +5.69% | +8.50% | |
Pictet TR - Atlas - HZX GBP | thesaurierend | 110.9600 | +9.61% | +16.43% | |
Pictet TR-Atlas HI | thesaurierend | 122.9900 | +4.49% | +3.77% | |
Pictet TR-Atlas HI | thesaurierend | 149.4700 | +8.69% | +12.85% | |
Pictet TR-Atlas I | thesaurierend | 130.6100 | +6.97% | +7.76% | |
Pictet TR - Atlas - HI GBP | thesaurierend | 106.3000 | +8.31% | +11.59% | |
Pictet TR - Atlas - I GBP | thesaurierend | 102.6000 | +5.59% | +7.36% | |
Pictet TR-Atlas HP | thesaurierend | 144.7500 | +8.11% | +11.19% | |
Pictet TR-Atlas HP | thesaurierend | 119.2200 | +3.94% | +2.23% | |
Pictet TR-Atlas P | thesaurierend | 126.4800 | +6.44% | +6.22% | |
Pictet TR - Atlas - HR USD | thesaurierend | 135.3200 | +7.97% | +10.71% |
Performance
lfd. Jahr | +6.03% | ||
---|---|---|---|
6 Monate | +7.11% | ||
1 Jahr | +8.69% | ||
3 Jahre | +12.85% | ||
5 Jahre | +36.88% | ||
10 Jahre | - | ||
seit Beginn | +49.53% | ||
Jahr | |||
2023 | +6.24% | ||
2022 | -3.40% | ||
2021 | +7.26% | ||
2020 | +12.56% | ||
2019 | +6.22% | ||
2018 | +1.25% | ||
2017 | +4.96% |