GOLDMAN SACHS Zrównoważony - wyniki fundusz parasolowy
Sty | Lut | Mar | Kwi | Maj | Cze | Lip | Sie | Wrz | Paź | Lis | Gru | Rok | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
1998 | -0,99% | +2,23% | -5,33% | +1,72% | +6,19% | -15,17% | +1,33% | +1,00% | +0,11% | +5,92% | -4,71% | ||
1999 | +2,38% | +1,70% | -0,45% | +6,12% | +2,24% | +4,65% | +0,12% | +1,32% | -7,78% | +1,57% | +4,08% | +8,12% | +25,85% |
2000 | +5,21% | +5,82% | +3,89% | -4,33% | +1,10% | +1,82% | +0,18% | -1,43% | -4,54% | -2,75% | +3,82% | +5,57% | +14,45% |
2001 | -0,56% | -4,08% | -3,47% | +1,99% | +0,88% | -5,23% | -2,21% | -0,50% | -2,01% | +9,42% | +1,57% | -0,11% | -4,97% |
2002 | +7,47% | -1,40% | -0,65% | +0,89% | +2,01% | -3,93% | -5,75% | +2,82% | -1,12% | +5,16% | +2,62% | -0,08% | +7,57% |
2003 | -1,53% | -0,85% | +0,98% | +2,16% | +3,49% | +3,19% | +7,26% | +7,93% | -2,56% | +1,59% | -3,96% | +4,31% | +23,49% |
2004 | +1,66% | +2,10% | +2,46% | +0,27% | -1,24% | +1,28% | -0,81% | +0,53% | +2,16% | -0,64% | +1,27% | +2,52% | +12,07% |
2005 | -1,34% | +4,91% | -2,29% | -2,72% | +2,16% | +3,57% | +3,42% | +1,63% | +3,95% | -3,89% | +2,50% | +2,71% | +15,06% |
2006 | +3,86% | +1,66% | +1,00% | +4,93% | -4,96% | +1,30% | +7,23% | -2,65% | +1,37% | +4,13% | +3,24% | +0,31% | +22,95% |
2007 | +4,71% | -2,66% | +5,00% | +2,56% | +2,43% | -0,12% | -1,73% | -1,89% | -0,28% | +2,07% | -6,15% | -1,09% | +2,31% |
2008 | -9,83% | -0,62% | +0,38% | -0,93% | -1,21% | -8,46% | +2,48% | -1,40% | -2,71% | -13,12% | +0,78% | +1,25% | -29,78% |
2009 | -4,20% | -7,03% | +3,46% | +9,98% | +0,86% | +2,17% | +7,95% | +3,42% | -0,39% | +1,27% | +0,96% | +0,49% | +19,34% |
2010 | +0,74% | -1,71% | +6,63% | +1,22% | -2,50% | -3,64% | +4,34% | -0,32% | +3,63% | +1,31% | -1,13% | +3,03% | +11,68% |
2011 | -0,71% | +0,48% | +1,60% | +1,51% | +0,06% | -1,36% | -1,40% | -6,13% | -5,65% | +3,72% | -2,94% | -2,98% | -13,38% |
2012 | +5,23% | +1,51% | -0,58% | -0,70% | -4,00% | +4,83% | +0,18% | +1,77% | +3,06% | +0,66% | +2,86% | +4,12% | +20,20% |
2013 | -0,30% | -0,44% | -0,96% | +0,07% | +3,43% | -4,73% | +2,75% | +1,52% | +1,33% | +4,27% | +0,44% | -3,71% | +3,33% |
2014 | -1,59% | +2,92% | -0,57% | +0,41% | +0,93% | +0,20% | -1,37% | +1,97% | +2,52% | -0,15% | +0,22% | -1,51% | +3,92% |
2015 | +2,19% | +0,72% | +0,79% | +1,60% | -0,37% | -2,55% | +0,32% | -1,81% | -1,70% | +1,78% | -2,23% | -1,67% | -3,05% |
2016 | -1,87% | +0,98% | +4,60% | -1,06% | -2,58% | -0,82% | +1,96% | +2,36% | -0,72% | +1,86% | -0,94% | +2,66% | +6,34% |
2017 | +3,63% | +3,24% | -0,50% | +3,52% | -1,58% | +0,79% | +1,71% | +1,90% | -1,52% | +0,42% | -2,09% | +1,40% | +11,22% |
2018 | +1,90% | -3,46% | -3,57% | +1,03% | -2,93% | -0,68% | +3,44% | -0,12% | -1,32% | -3,09% | +2,03% | -0,71% | -7,50% |
2019 | +2,27% | -0,75% | +0,08% | +0,15% | -1,06% | +2,50% | +0,80% | -1,55% | +0,13% | +0,23% | -0,22% | +0,77% | +3,32% |
2020 | -0,50% | -5,23% | -6,91% | +6,40% | +1,84% | +1,31% | +2,05% | +1,32% | -1,14% | -2,88% | +8,81% | +4,78% | +9,06% |
2021 | +0,30% | +0,08% | +1,98% | +1,54% | +4,28% | +0,17% | +1,39% | +2,30% | -0,44% | +1,72% | -4,57% | +0,08% | +8,93% |
2022 | -1,50% | -5,85% | +1,50% | -6,68% | -0,16% | -3,10% | +3,77% | -4,90% | -5,23% | +2,96% | +8,96% | +1,57% | -9,44% |
2023 | +5,33% | -1,40% | -0,13% | +4,23% | -0,85% | +5,24% | +3,65% | -3,08% | -1,97% | +4,23% | +2,62% | +4,46% | +24,11% |
2024 | -0,49% | +2,92% | +2,42% |
Roczna zmienność | +11,72% |
Średniomiesięczna stopa zwrotu od początku działalności | +0,48% |
Miesięczna zmienność | +3,38% |
VAR99 | -8,36% |
Maksymalna miesięczna strata | -15,17% |
Maksymalny miesięczny zysk | +9,98% |
Beta (do WIG20) | +0,44 |
Beta podczas spadków (do WIG20) | — |
Maksymalne obsunięcie (miesięcznie) | -43,09% |
Procent mies. ze stratą | +40,71% |
Wskaźnik Sharpe'a | +0,50 |
Wskaźnik CALMAR | +0,14 |
Stopa zwrotu od początku działalności | +340,64% |
Stopa zwrotu (bieżący rok) | +2,42% |
Stopa zwrotu (ostatnie 12 miesięcy) | +22,40% |
Stopa zwrotu (ostatnie 3 lata) | +24,92% |
Stopa zwrotu (ostatnie 5 lata) | +39,19% |
Stopa zwrotu (ostatnie 10 lat) | +53,76% |