Pictet International Capital Management - Global Balanced 60/  LU0121249881  /

Fonds
NAV14/10/2024 Chg.+0.1800 Type of yield Investment Focus Investment company
13.6500EUR +1.34% reinvestment Mixed Fund Worldwide FundPartner Sol.(EU) 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 0.59 1.25 -0.58 1.58 -0.24 0.98 0.16 1.29 -0.88 1.05 1.83 -1.25 +5.88%
2022 -1.74 -1.61 -1.39 2.08 -3.50 -3.63 2.02 3.44 -4.24 -1.21 0.35 -1.31 -10.55%
2023 1.60 0.79 -0.52 1.74 0.86 1.10 0.92 -0.83 1.09 0.08 0.50 2.06 +9.75%
2024 0.57 2.01 0.71 1.25 1.54 0.46 0.98 -0.60 1.58 1.34 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 6.34% 7.45% 5.76% 6.33% -%
Sharpe ratio - 1.06 1.73 -0.05 -
Best month +2.06% +1.58% +2.06% +3.44% -
Worst month -0.60% -0.60% -0.60% -4.24% -
Maximum loss -3.37% -3.37% -3.37% -11.90% -
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+10.26%
6 Months  
+5.41%
1 Year  
+13.09%
3 Years  
+8.85%
5 Years     -
10 Years     -
Since start  
+14.61%
Year
2023  
+9.75%
2022
  -10.55%
2021  
+5.88%