Pictet TR - Atlas - HI JPY/ LU1492558694 /
| NAV18.09.2024 | Diff.-9.0000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 12'463.0000JPY | -0.07% | thesaurierend | Alternative Investments weltweit | Pictet AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | 0.74 | - |
| 2017 | 0.93 | 0.11 | 0.57 | 0.80 | 0.82 | -0.13 | -0.34 | -0.06 | 0.34 | 0.37 | -0.07 | -0.11 | +3.26% |
| 2018 | 0.95 | -0.82 | -0.18 | 0.05 | 0.25 | 0.52 | -0.65 | 0.15 | 1.19 | -0.65 | -0.25 | -1.73 | -1.19% |
| 2019 | 0.62 | -0.07 | 0.36 | 0.28 | -0.38 | 0.72 | 0.31 | 0.40 | -0.18 | -0.03 | 0.75 | 0.65 | +3.48% |
| 2020 | 0.73 | -0.25 | -0.40 | 1.09 | 0.30 | 1.77 | 3.21 | 1.33 | 1.61 | 0.31 | -0.25 | 1.33 | +11.27% |
| 2021 | 0.90 | 1.84 | 0.11 | 0.95 | -0.02 | 0.55 | 0.55 | -0.06 | -0.15 | 1.38 | 0.22 | 0.45 | +6.89% |
| 2022 | -1.28 | -0.79 | -0.55 | -0.89 | -0.71 | -0.34 | 0.34 | -0.17 | -0.26 | -0.56 | -0.19 | -0.03 | -5.31% |
| 2023 | 0.32 | -0.32 | 0.80 | -0.03 | -0.14 | 0.51 | -0.60 | -0.40 | -0.24 | -0.26 | 0.51 | 0.45 | +0.59% |
| 2024 | 0.47 | 1.32 | 1.54 | -0.72 | 0.27 | 1.23 | -0.55 | 0.21 | -0.15 | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 3.14% | 3.15% | 2.80% | 2.50% | 3.07% |
| Sharpe Ratio | 0.53 | -0.29 | 0.15 | -1.27 | 0.01 |
| Bester Monat | +1.54% | +1.54% | +1.54% | +1.54% | +3.21% |
| Schlechtester Monat | -0.72% | -0.72% | -0.72% | -1.28% | -1.28% |
| Maximaler Verlust | -2.18% | -2.18% | -2.18% | -6.06% | -6.06% |
| Outperformance | - | - | - | - | - |
Alle Kurse in JPY
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Pictet TR - Atlas - HI JPY | thesaurierend | 12'463.0000 | +3.91% | +0.89% | |
| Pictet TR - Atlas - HJ JPY | thesaurierend | 12'445.0000 | +4.26% | +1.73% | |
| Pictet TR - Atlas - ZX EUR | thesaurierend | 138.7200 | +9.64% | +12.19% | |
| Pictet TR - Atlas - HJ USD | thesaurierend | 156.1000 | +10.24% | +14.06% | |
| Pictet TR - Atlas - HZX CHF | thesaurierend | 129.5400 | +6.84% | +7.25% | |
| Pictet TR-Atlas HI | thesaurierend | 123.3100 | +5.57% | +2.94% | |
| Pictet TR-Atlas HI | thesaurierend | 152.0000 | +9.93% | +13.21% | |
| Pictet TR-Atlas I | thesaurierend | 132.1100 | +8.27% | +7.71% | |
| Pictet TR - Atlas - HI GBP | thesaurierend | 107.9500 | +9.55% | +11.81% | |
| Pictet TR - Atlas - I GBP | thesaurierend | 101.9700 | +5.70% | +5.79% | |
| Pictet TR-Atlas HP | thesaurierend | 146.9400 | +9.34% | +11.51% | |
| Pictet TR-Atlas HP | thesaurierend | 119.2900 | +4.99% | +1.34% | |
| Pictet TR-Atlas P | thesaurierend | 127.7000 | +7.72% | +6.13% | |
| Pictet TR - Atlas - HR USD | thesaurierend | 137.3000 | +9.19% | +11.02% |
Performance
| lfd. Jahr | +3.64% | ||
|---|---|---|---|
| 6 Monate | +1.29% | ||
| 1 Jahr | +3.91% | ||
| 3 Jahre | +0.89% | ||
| 5 Jahre | +18.84% | ||
| 10 Jahre | - | ||
| seit Beginn | +24.70% | ||
| Jahr | |||
| 2023 | +0.59% | ||
| 2022 | -5.31% | ||
| 2021 | +6.89% | ||
| 2020 | +11.27% | ||
| 2019 | +3.48% | ||
| 2018 | -1.19% | ||
| 2017 | +3.26% | ||
