Pictet TR - Atlas - HI GBP/ LU1647407656 /
| NAV21.05.2024 | Diff.+0.2200 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 106.5200GBP | +0.21% | thesaurierend | Alternative Investments weltweit | Pictet AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | - | - | - | 0.48 | -0.04 | 0.10 | - |
| 2018 | 1.19 | -0.94 | -0.14 | 0.13 | 0.38 | 0.73 | -0.70 | 0.26 | 1.37 | -0.53 | -0.16 | -1.72 | -0.18% |
| 2019 | 0.71 | -0.03 | 0.45 | 0.38 | -0.31 | 0.91 | 0.42 | 0.48 | -0.10 | 0.01 | 0.80 | 0.78 | +4.60% |
| 2020 | 0.79 | -0.31 | -0.35 | 1.31 | 0.32 | 1.84 | 3.14 | 1.30 | 1.66 | 0.35 | -0.25 | 1.32 | +11.64% |
| 2021 | 0.92 | 1.81 | 0.17 | 0.94 | -0.01 | 0.57 | 0.58 | -0.04 | -0.14 | 1.37 | 0.30 | 0.42 | +7.07% |
| 2022 | -1.27 | -0.75 | -0.52 | -0.82 | -0.61 | -0.25 | 0.48 | -0.01 | -0.06 | -0.32 | 0.05 | 0.26 | -3.76% |
| 2023 | 0.63 | -0.05 | 1.22 | 0.30 | 0.27 | 0.77 | -0.01 | 0.06 | 0.21 | 0.22 | 0.96 | 0.92 | +5.64% |
| 2024 | 0.98 | 1.74 | 1.96 | -0.25 | 1.37 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 3.18% | 2.90% | 2.39% | 2.40% | 3.05% |
| Sharpe Ratio | 4.04 | 3.67 | 1.88 | -0.04 | 0.67 |
| Bester Monat | +1.96% | +1.96% | +1.96% | +1.96% | +3.14% |
| Schlechtester Monat | -0.25% | -0.25% | -0.25% | -1.27% | -1.27% |
| Maximaler Verlust | -0.95% | -0.95% | -0.95% | -4.72% | -4.72% |
| Outperformance | - | - | - | - | - |
Alle Kurse in GBP
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Pictet TR - Atlas - HI JPY | thesaurierend | 12'498.0000 | +3.03% | +2.33% | |
| Pictet TR - Atlas - HJ JPY | thesaurierend | 12'468.0000 | +3.36% | +3.11% | |
| Pictet TR - Atlas - ZX EUR | thesaurierend | 136.8400 | +8.68% | +12.63% | |
| Pictet TR - Atlas - HJ USD | thesaurierend | 153.5800 | +9.30% | +13.68% | |
| Pictet TR - Atlas - HZX CHF | thesaurierend | 128.8700 | +6.08% | +8.49% | |
| Pictet TR - Atlas - HZX GBP | thesaurierend | 111.1900 | +10.00% | +16.45% | |
| Pictet TR-Atlas HI | thesaurierend | 123.1800 | +4.87% | +3.80% | |
| Pictet TR-Atlas HI | thesaurierend | 149.7700 | +9.07% | +12.91% | |
| Pictet TR-Atlas I | thesaurierend | 130.8600 | +7.37% | +7.81% | |
| Pictet TR - Atlas - HI GBP | thesaurierend | 106.5200 | +8.72% | +11.67% | |
| Pictet TR - Atlas - I GBP | thesaurierend | 102.4600 | +5.44% | +7.00% | |
| Pictet TR-Atlas HP | thesaurierend | 145.0400 | +8.51% | +11.26% | |
| Pictet TR-Atlas HP | thesaurierend | 119.4100 | +4.33% | +2.26% | |
| Pictet TR-Atlas P | thesaurierend | 126.7100 | +6.83% | +6.27% | |
| Pictet TR - Atlas - HR USD | thesaurierend | 135.5800 | +8.35% | +10.78% |
Performance
| lfd. Jahr | +6.14% | ||
|---|---|---|---|
| 6 Monate | +7.09% | ||
| 1 Jahr | +8.72% | ||
| 3 Jahre | +11.67% | ||
| 5 Jahre | +33.58% | ||
| 10 Jahre | - | ||
| seit Beginn | +33.45% | ||
| Jahr | |||
| 2023 | +5.64% | ||
| 2022 | -3.76% | ||
| 2021 | +7.07% | ||
| 2020 | +11.64% | ||
| 2019 | +4.60% | ||
| 2018 | -0.18% | ||
