Pictet TR-Atlas HP/ LU1433233407 /
| NAV21.05.2024 | Diff.+0.1900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 119.4100CHF | +0.16% | thesaurierend | Alternative Investments weltweit | Pictet AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | 0.64 | - |
| 2017 | 0.81 | 0.03 | 0.49 | 0.72 | 0.66 | -0.23 | -0.40 | -0.15 | 0.21 | 0.27 | -0.15 | -0.18 | +2.10% |
| 2018 | 0.86 | -0.89 | -0.30 | -0.05 | 0.19 | 0.43 | -0.74 | 0.09 | 1.09 | -0.65 | -0.32 | -1.94 | -2.25% |
| 2019 | 0.54 | -0.17 | 0.28 | 0.18 | -0.46 | 0.74 | 0.31 | 0.43 | -0.31 | -0.16 | 0.84 | 0.35 | +2.58% |
| 2020 | 0.64 | -0.34 | -0.39 | 1.03 | 0.24 | 1.71 | 3.08 | 1.21 | 1.57 | 0.24 | -0.35 | 1.19 | +10.23% |
| 2021 | 0.83 | 1.75 | 0.04 | 0.84 | -0.12 | 0.79 | 0.15 | -0.15 | -0.24 | 1.26 | 0.17 | 0.32 | +5.78% |
| 2022 | -1.40 | -0.85 | -0.68 | -0.99 | -0.82 | -0.42 | 0.32 | -0.25 | -0.27 | -0.60 | -0.21 | -0.03 | -6.04% |
| 2023 | 0.26 | -0.30 | 0.86 | 0.00 | -0.05 | 0.58 | -0.46 | -0.30 | -0.14 | -0.13 | 0.63 | 0.55 | +1.48% |
| 2024 | 0.61 | 1.42 | 1.65 | -0.62 | 1.33 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 3.17% | 2.92% | 2.39% | 2.40% | 3.05% |
| Sharpe Ratio | 2.58 | 2.16 | 0.22 | -1.28 | -0.10 |
| Bester Monat | +1.65% | +1.65% | +1.65% | +1.65% | +3.08% |
| Schlechtester Monat | -0.62% | -0.62% | -0.62% | -1.40% | -1.40% |
| Maximaler Verlust | -1.25% | -1.25% | -1.41% | -6.70% | -6.70% |
| Outperformance | +1.42% | - | +2.00% | +21.49% | - |
Alle Kurse in CHF
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 | +4.44% | ||
|---|---|---|---|
| 6 Monate | +4.90% | ||
| 1 Jahr | +4.33% | ||
| 3 Jahre | +2.26% | ||
| 5 Jahre | +18.86% | ||
| 10 Jahre | - | ||
| seit Beginn | +19.48% | ||
| Jahr | |||
| 2023 | +1.48% | ||
| 2022 | -6.04% | ||
| 2021 | +5.78% | ||
| 2020 | +10.23% | ||
| 2019 | +2.58% | ||
| 2018 | -2.25% | ||
| 2017 | +2.10% | ||
