Pictet International Capital Management - Global Balanced 57/ LU0143417144 /
| NAV14.10.2024 | Diff.+0.0600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 8.7800EUR | +0.69% | thesaurierend | Mischfonds weltweit | FundPartner Sol.(EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | 1.28 | 1.26 | -1.36 | 1.49 | -0.45 | 0.80 | 0.11 | 1.13 | -0.56 | 0.11 | 2.13 | -1.31 | +4.65% |
| 2022 | -1.78 | -1.81 | -1.61 | 0.82 | -3.13 | -3.47 | 1.61 | 2.69 | -4.28 | -2.11 | 1.02 | -1.01 | -12.54% |
| 2023 | 1.52 | 0.00 | -0.75 | 0.76 | 0.25 | 0.00 | 0.62 | -1.12 | 0.00 | -1.00 | 0.89 | 2.51 | +3.68% |
| 2024 | 0.37 | 1.46 | 0.84 | 0.60 | 1.07 | -0.12 | 1.17 | -0.23 | 1.40 | 0.69 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 5.03% | 6.05% | 4.72% | 5.75% | -% |
| Sharpe Ratio | - | 0.83 | 1.70 | -0.66 | - |
| Bester Monat | +2.51% | +1.40% | +2.51% | +2.69% | - |
| Schlechtester Monat | -0.23% | -0.23% | -1.00% | -4.28% | - |
| Maximaler Verlust | -2.67% | -2.67% | -2.67% | -14.24% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Performance
| lfd. Jahr | +7.47% | ||
|---|---|---|---|
| 6 Monate | +4.03% | ||
| 1 Jahr | +11.14% | ||
| 3 Jahre | -1.79% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +1.97% | ||
| Jahr | |||
| 2023 | +3.68% | ||
| 2022 | -12.54% | ||
| 2021 | +4.65% | ||
