Karta funduszu
ROCKBRIDGE Akcji Globalnych - 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2009 | +2.88% | +0.51% | +2.65% | -0.03% | +6.08% | -1.53% | +0.84% | +4.93% | +17.28% | ||||
| 2010 | -2.48% | +0.32% | +3.94% | +2.62% | +3.54% | +0.73% | -2.55% | -0.58% | +1.21% | +1.25% | +4.97% | +1.71% | +15.38% |
| 2011 | -2.44% | +0.36% | -0.71% | -3.06% | +1.43% | -1.78% | +1.10% | -5.17% | +0.68% | +4.20% | +3.50% | -0.30% | -2.54% |
| 2012 | +0.74% | +0.99% | +1.04% | -0.30% | -0.10% | -0.67% | +0.89% | +0.72% | -0.96% | -1.04% | +0.01% | +0.37% | +1.68% |
| 2013 | +3.21% | +2.12% | +2.71% | -1.38% | +3.51% | -3.54% | -0.39% | -1.65% | +1.82% | +2.15% | +0.88% | -2.01% | +7.38% |
| 2014 | -1.48% | +0.51% | +1.61% | +0.31% | +2.50% | +1.78% | +1.27% | +3.84% | -1.79% | +2.08% | +1.07% | +2.20% | +14.65% |
| 2015 | +2.67% | +4.71% | +0.93% | +0.02% | +2.15% | -2.92% | -0.87% | -6.10% | -2.79% | +7.65% | +1.88% | -4.00% | +2.52% |
| 2016 | -2.40% | -1.57% | +2.75% | +1.50% | +0.50% | +0.71% | +2.33% | +0.85% | -1.71% | +0.22% | +7.98% | +1.90% | +13.43% |
| 2017 | -1.37% | +3.82% | -2.64% | +0.62% | -1.73% | +0.76% | -0.29% | +0.34% | +4.54% | +1.54% | -2.42% | +2.57% | +5.58% |
| 2018 | +5.02% | -3.47% | -3.05% | +2.25% | +1.30% | -0.63% | +3.46% | +0.49% | -4.02% | -6.70% | -3.84% | -5.36% | -14.28% |
| 2019 | +5.29% | +1.99% | +0.34% | +3.32% | -4.86% | +4.12% | +1.03% | -2.87% | -0.93% | -0.45% | +2.53% | +2.09% | +11.73% |
| 2020 | +0.27% | -5.86% | -9.16% | +7.61% | +3.50% | +3.90% | +3.31% | +6.59% | -2.96% | -3.00% | +6.62% | +3.87% | +13.91% |
| 2021 | -0.41% | -1.24% | -2.49% | +3.58% | -0.06% | +1.47% | +2.28% | +2.47% | -4.21% | +4.03% | -0.64% | +2.56% | +7.21% |
| 2022 | -7.77% | -1.87% | +4.00% | -6.37% | -1.67% | -8.29% | +6.05% | -3.03% | -6.68% | +5.02% | +3.48% | -2.72% | -19.37% |
| 2023 | +5.80% | -2.06% | +2.45% | +1.15% | -0.87% | +5.04% | +3.78% | -2.22% | -4.51% | -2.81% | +7.59% | +4.86% | +18.81% |
| 2024 | +1.01% | +3.28% | +2.98% | +7.43% | |||||||||
Kroczące stopy zwrotu (12 miesięcy)
Kroczące stopy zwrotu (3 lata)
Kroczące stopy zwrotu (5 lat)
Kroczące stopy zwrotu (10 lat)
| Roczna zmienność | +11.19% |
| Średniomiesięczna stopa zwrotu od początku działalności | +0.50% |
| Miesięczna zmienność | +3.23% |
| VAR99 | -8.03% |
| Maksymalna miesięczna strata | -9.16% |
| Maksymalny miesięczny zysk | +7.98% |
| Beta (do WIG20) | +0.29 |
| Beta podczas spadków (do WIG20) | — |
| Maksymalne obsunięcie (miesięcznie) | -23.73% |
| Procent mies. ze stratą | +39.11% |
| Wskaźnik Sharpe'a | +0.55 |
| Wskaźnik CALMAR | +0.26 |
| Stopa zwrotu od początku działalności | +143.93% |
| Stopa zwrotu (bieżący rok) | +7.43% |
| Stopa zwrotu (ostatnie 12 miesięcy) | +20.24% |
| Stopa zwrotu (ostatnie 3 lata) | +15.03% |
| Stopa zwrotu (ostatnie 5 lata) | +30.31% |
| Stopa zwrotu (ostatnie 10 lat) | +68.38% |
Rozkład miesięcznych stóp zwrotu
Obsunięcie (dane miesięczne)
Ryzyko / Zysk
Stress test
Web Content Display
