AGIO Akcji PLUS - wyniki fundusz parasolowy
Sty | Lut | Mar | Kwi | Maj | Cze | Lip | Sie | Wrz | Paź | Lis | Gru | Rok | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2016 | 0.00% | +0.01% | +18.13% | +2.43% | +0.56% | +1.32% | +3.04% | +4.46% | -1.35% | +2.34% | -1.29% | +3.74% | +37.20% |
2017 | +9.11% | +3.83% | -0.91% | +2.17% | -1.39% | +1.25% | +0.28% | +1.25% | -1.55% | -1.87% | -3.59% | +1.90% | +10.38% |
2018 | +2.98% | -6.86% | -5.93% | +1.25% | -4.26% | -3.31% | +5.04% | +1.43% | -3.03% | -6.34% | +3.83% | -1.27% | -16.11% |
2019 | +3.81% | -0.58% | -0.13% | +0.56% | -4.53% | +2.98% | -0.27% | -5.14% | +2.04% | +0.05% | +0.29% | +0.39% | -0.92% |
2020 | -0.88% | -11.20% | -12.31% | +11.64% | +3.95% | +3.51% | +1.01% | +3.93% | -2.39% | -8.12% | +17.85% | +5.74% | +8.77% |
2021 | +4.21% | +6.54% | +7.11% | +4.17% | +6.67% | -1.34% | +3.43% | +2.89% | -0.28% | +4.89% | -7.42% | +1.50% | +36.35% |
2022 | -3.07% | -12.74% | +8.76% | -8.13% | -0.94% | -6.82% | +2.58% | -2.90% | -10.26% | +10.10% | +8.16% | +1.43% | -15.79% |
2023 | +8.22% | -1.23% | +3.92% | +6.02% | -1.38% | +7.10% | +6.91% | -5.61% | -4.46% | +6.58% | +4.80% | +3.69% | +38.89% |
2024 | +1.45% | +5.67% | +3.16% | +2.37% | +1.55% | +1.59% | -6.31% | +0.79% | +10.30% |
Roczna zmienność | +18.59% |
Średniomiesięczna stopa zwrotu od początku działalności | +0.85% |
Miesięczna zmienność | +5.37% |
VAR99 | -13.35% |
Maksymalna miesięczna strata | -12.74% |
Maksymalny miesięczny zysk | +18.13% |
Beta (do WIG20) | +0.74 |
Beta podczas spadków (do WIG20) | +0.84 |
Maksymalne obsunięcie (miesięcznie) | -39.11% |
Procent mies. ze stratą | +37.50% |
Wskaźnik Sharpe'a | +0.57 |
Wskaźnik CALMAR | +0.27 |
Stopa zwrotu od początku działalności | +140.83% |
Stopa zwrotu (bieżący rok) | +10.30% |
Stopa zwrotu (ostatnie 12 miesięcy) | +22.04% |
Stopa zwrotu (ostatnie 3 lata) | +26.80% |
Stopa zwrotu (ostatnie 5 lata) | +96.66% |
Stopa zwrotu (ostatnie 10 lat) | — |