ALLIANZ Europe Equity Growth Select - wyniki fundusz parasolowy
Sty | Lut | Mar | Kwi | Maj | Cze | Lip | Sie | Wrz | Paź | Lis | Gru | Rok | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2016 | +0.05% | -0.18% | -0.24% | -1.43% | -3.49% | +1.31% | +2.49% | -1.59% | |||||
2017 | +1.40% | +2.84% | +2.88% | +2.75% | +1.79% | -2.30% | -1.84% | -0.11% | +3.14% | +2.78% | -1.85% | +0.68% | +12.60% |
2018 | +1.62% | -4.84% | -1.89% | +2.71% | +4.26% | +0.04% | +1.99% | -0.37% | -1.89% | -8.93% | -2.21% | -8.82% | -17.72% |
2019 | +8.54% | +4.53% | +4.14% | +5.80% | -7.19% | +5.65% | -0.39% | -1.17% | +1.87% | +3.58% | +4.57% | +3.01% | +37.14% |
2020 | -0.55% | -7.25% | -10.85% | +8.36% | +5.73% | +3.04% | +2.98% | +3.44% | -0.03% | -5.39% | +9.43% | +4.27% | +11.60% |
2021 | -0.06% | +2.34% | +4.75% | +4.39% | +0.95% | +3.74% | +4.70% | +4.22% | -6.95% | +4.40% | +0.87% | +3.71% | +29.91% |
2022 | -13.53% | -5.75% | +3.49% | -4.89% | -4.55% | -11.76% | +14.70% | -6.83% | -10.15% | +8.27% | +8.95% | -2.80% | -25.60% |
2023 | +7.18% | +3.00% | +3.52% | -0.57% | +2.49% | +0.48% | +1.65% | -4.59% | -4.13% | -5.46% | +11.30% | +7.21% | +22.76% |
2024 | +0.82% | +4.96% | +2.25% | -2.96% | +5.00% |
Roczna zmienność | +17.72% |
Średniomiesięczna stopa zwrotu od początku działalności | +0.58% |
Miesięczna zmienność | +5.12% |
VAR99 | -12.50% |
Maksymalna miesięczna strata | -13.53% |
Maksymalny miesięczny zysk | +14.70% |
Beta (do WIG20) | +0.46 |
Beta podczas spadków (do WIG20) | — |
Maksymalne obsunięcie (miesięcznie) | -35.12% |
Procent mies. ze stratą | +40.00% |
Wskaźnik Sharpe'a | +0.41 |
Wskaźnik CALMAR | +0.21 |
Stopa zwrotu od początku działalności | +73.82% |
Stopa zwrotu (bieżący rok) | +5.00% |
Stopa zwrotu (ostatnie 12 miesięcy) | +13.43% |
Stopa zwrotu (ostatnie 3 lata) | +11.39% |
Stopa zwrotu (ostatnie 5 lata) | +52.52% |
Stopa zwrotu (ostatnie 10 lat) | — |