Karta funduszu
UNIQA Stabilnego Wzrostu - wyniki fundusz parasolowy
Skumulowana stopa zwrotu
Procentowe miesięczne stopy zwrotu
Procentowe miesięczne stopy zwrotu
| Sty | Lut | Mar | Kwi | Maj | Cze | Lip | Sie | Wrz | Paź | Lis | Gru | Rok | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2010 | +1.13% | +0.31% | +2.74% | +0.90% | -0.90% | +2.12% | +6.41% | ||||||
| 2011 | -0.49% | +0.17% | +0.80% | +1.21% | +0.55% | -0.61% | -1.85% | -2.61% | -3.10% | +2.49% | -2.73% | -0.86% | -6.95% |
| 2012 | +4.50% | +1.24% | +0.18% | -0.70% | -2.55% | +2.45% | -0.82% | +0.35% | +2.29% | +1.41% | +2.84% | +2.46% | +14.30% |
| 2013 | +1.61% | -1.35% | -1.06% | +1.34% | +2.12% | -3.40% | +2.18% | +0.72% | +1.13% | +2.83% | 0.00% | -1.69% | +4.34% |
| 2014 | -0.74% | +1.79% | -1.05% | -0.06% | +0.60% | +1.04% | -1.53% | +1.23% | +1.50% | +0.37% | +0.08% | -0.92% | +2.27% |
| 2015 | +1.41% | +0.11% | -0.12% | +0.02% | -1.05% | -2.29% | +0.57% | -1.77% | -1.24% | +0.80% | -0.96% | -1.44% | -5.87% |
| 2016 | -2.30% | +0.05% | +1.53% | +0.44% | -1.77% | -0.88% | +0.13% | -0.05% | +1.67% | +0.60% | -0.89% | +2.94% | +1.36% |
| 2017 | -0.55% | +0.98% | +1.04% | +1.71% | +0.39% | +0.15% | -0.07% | +2.66% | +0.76% | -0.57% | -1.06% | +0.73% | +6.27% |
| 2018 | +1.97% | -1.02% | -1.44% | +2.34% | -1.15% | -0.19% | +0.20% | -1.06% | -1.52% | -3.97% | -0.76% | -1.44% | -7.89% |
| 2019 | +3.14% | -1.18% | -1.59% | +0.29% | -4.11% | +1.88% | -2.01% | -0.61% | -0.84% | +1.38% | -0.52% | +0.79% | -3.53% |
| 2020 | -3.14% | -5.10% | -11.11% | +7.28% | +3.22% | +0.11% | +0.97% | +1.66% | -0.31% | -2.23% | +5.47% | +2.16% | -2.35% |
| 2021 | +0.48% | +3.26% | +2.77% | +0.56% | +0.96% | -0.14% | +0.16% | +1.80% | -1.80% | +0.63% | -1.79% | -1.46% | +5.42% |
| 2022 | -1.12% | -2.94% | +2.51% | -3.44% | +0.45% | -3.29% | +2.59% | -1.35% | -3.82% | +2.58% | +3.44% | +0.47% | -4.23% |
| 2023 | +4.64% | -0.20% | +0.18% | +2.13% | -0.47% | +3.28% | +3.40% | -1.90% | -0.46% | +2.69% | +1.83% | +0.83% | +16.92% |
Kroczące stopy zwrotu (12 miesięcy)
Kroczące stopy zwrotu (3 lata)
Kroczące stopy zwrotu (5 lat)
Kroczące stopy zwrotu (10 lat)
| Roczna zmienność | +7.41% |
| Średniomiesięczna stopa zwrotu od początku działalności | +0.14% |
| Miesięczna zmienność | +2.14% |
| VAR99 | -5.12% |
| Maksymalna miesięczna strata | -11.11% |
| Maksymalny miesięczny zysk | +7.28% |
| Beta (do WIG20) | +0.29 |
| Beta podczas spadków (do WIG20) | — |
| Maksymalne obsunięcie (miesięcznie) | -28.80% |
| Procent mies. ze stratą | +43.83% |
| Wskaźnik Sharpe'a | +0.23 |
| Wskaźnik CALMAR | +0.06 |
| Stopa zwrotu od początku działalności | +25.41% |
| Stopa zwrotu (bieżący rok) | +16.92% |
| Stopa zwrotu (ostatnie 12 miesięcy) | +16.92% |
| Stopa zwrotu (ostatnie 3 lata) | +18.05% |
| Stopa zwrotu (ostatnie 5 lata) | +11.20% |
| Stopa zwrotu (ostatnie 10 lat) | +6.21% |
Rozkład miesięcznych stóp zwrotu
Obsunięcie (dane miesięczne)
Ryzyko / Zysk
Stress test
Web Content Display
