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Pictet-Clean Energy Transition Z/  LU0331553957  /

Fonds
NAV14.08.2024 Diff.+0,7800 Ertragstyp Ausrichtung Fondsgesellschaft
219,5300USD +0,36% thesaurierend Aktien weltweit Pictet AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2019 - 6,27 0,43 5,39 -8,69 9,42 1,98 -2,93 1,93 2,67 3,69 4,68 +31,47%
2020 2,56 -8,42 -12,08 11,64 9,14 4,94 9,56 4,11 -0,92 0,98 20,46 6,88 +55,13%
2021 3,12 -3,29 1,32 1,83 -0,96 2,98 0,87 2,45 -5,44 9,69 2,81 -1,52 +13,88%
2022 -16,27 1,02 4,67 -10,21 1,08 -13,30 18,82 -4,00 -9,82 1,37 9,35 -5,55 -24,97%
2023 10,12 1,65 2,29 -4,86 6,71 6,45 2,45 -4,56 -6,51 -8,39 13,44 10,23 +29,59%
2024 -3,58 5,68 2,06 -1,91 4,08 -0,50 0,09 -4,10 - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 21,69% 22,01% 21,24% 26,01% 25,89%
Sharpe Ratio -0,06 -0,01 0,35 -0,07 0,44
Bester Monat +10,23% +5,68% +13,44% +18,82% +20,46%
Schlechtester Monat -4,10% -4,10% -8,39% -16,27% -16,27%
Maximaler Verlust -12,46% -12,46% -15,27% -37,47% -37,47%
Outperformance +9,68% - +3,15% - -
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Pictet - Clean Energy Transition... thesaurierend 186,4600 +9,88% +2,23%
Pictet - Clean Energy Transition... thesaurierend 168,9000 +8,35% +9,07%
Pictet - Clean Energy Transition... ausschüttend 142,7200 +7,98% +10,01%
Pictet - Clean Energy Transition... ausschüttend 165,7700 +8,35% +9,06%
Pictet-Clean Energy Transition Z thesaurierend 219,5300 +10,97% +5,31%
Pictet-Clean Energy Transition H... thesaurierend 131,1300 +7,43% -6,32%
Pictet - Clean Energy Transition... ausschüttend 186,1400 +9,88% -
Pictet - Clean Energy Transition... ausschüttend 170,2800 +8,65% -
Pictet - Clean Energy Transition... ausschüttend 195,7400 +9,42% -
Pictet - Clean Energy Transition... thesaurierend 178,4000 +6,25% -6,51%
Pictet - Clean Energy Transition... ausschüttend 144,1400 +8,29% +10,94%
Pictet - Clean Energy Transition... thesaurierend 161,3200 +8,90% -0,48%
Pictet - Clean Energy Transition... thesaurierend 129,5400 +6,63% +3,96%
Pictet - Clean Energy Transition... thesaurierend 142,9700 +8,14% -2,56%
Pictet - Clean Energy Transition... ausschüttend 125,5200 +7,02% +7,09%
Pictet - Clean Energy Transition... thesaurierend 106,6900 +5,71% -10,71%
Pictet - Clean Energy Transition... thesaurierend 174,8000 +5,63% -10,44%
Pictet - Clean Energy Transition... ausschüttend 1.893,4600 +10,24% +3,22%
Pictet - Clean Energy Transition... thesaurierend 113,4600 +6,47% -8,82%
Pictet - Clean Energy Transition... thesaurierend 146,1400 +7,38% +6,18%
Pictet - Clean Energy Transition... ausschüttend 161,3400 +8,90% -0,48%

Performance

lfd. Jahr  
+1,40%
6 Monate  
+1,69%
1 Jahr  
+10,97%
3 Jahre  
+5,31%
5 Jahre  
+100,41%
10 Jahre     -
seit Beginn  
+128,96%
Jahr
2023  
+29,59%
2022
  -24,97%
2021  
+13,88%
2020  
+55,13%
2019  
+31,47%