CASPAR Stabilny A - wyniki fundusz parasolowy promocja! promocja
Sty | Lut | Mar | Kwi | Maj | Cze | Lip | Sie | Wrz | Paź | Lis | Gru | Rok | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2012 | -0.98% | +5.63% | +4.60% | ||||||||||
2013 | +4.72% | -0.65% | +4.80% | -0.80% | +5.34% | +0.53% | +5.47% | +4.79% | +5.23% | +8.17% | +3.47% | -2.28% | +45.70% |
2014 | +1.88% | +2.59% | -1.75% | -4.15% | -0.37% | -1.77% | -6.11% | -0.68% | +3.59% | -3.76% | -2.88% | -2.08% | -14.83% |
2015 | +1.74% | +3.52% | +1.12% | +2.98% | -1.60% | -4.98% | -0.91% | -3.79% | -1.01% | +3.42% | -3.60% | -2.62% | -6.04% |
2016 | -4.23% | -0.03% | +9.72% | +1.04% | -1.92% | -3.13% | +3.76% | +1.02% | +3.06% | +2.09% | -1.07% | +1.86% | +12.06% |
2017 | +5.73% | +5.08% | -0.41% | -2.12% | -5.50% | -0.06% | +1.14% | +0.11% | -2.23% | -2.76% | -3.56% | +0.60% | -4.48% |
2018 | +2.82% | -5.38% | -3.01% | +0.05% | -1.52% | -5.16% | +2.17% | -1.35% | -1.52% | -3.28% | +2.26% | -4.91% | -17.69% |
2019 | +5.80% | +0.03% | -0.78% | +1.43% | -5.85% | +0.78% | +1.56% | +1.73% | -0.55% | -2.27% | +3.87% | -1.95% | +3.35% |
2020 | +3.96% | -0.53% | +2.51% | +3.16% | -1.00% | +0.80% | -1.37% | +1.55% | +2.18% | +1.54% | +1.94% | +1.89% | +17.80% |
2021 | +0.88% | -0.45% | +1.97% | -1.50% | -2.34% | +4.89% | +0.83% | +0.65% | +0.63% | +1.25% | +0.93% | -0.59% | +7.21% |
2022 | -4.10% | +1.76% | +0.99% | -0.90% | -0.56% | -4.60% | +6.43% | +1.65% | -3.88% | +1.83% | -1.96% | -2.82% | -6.52% |
2023 | +3.17% | +0.48% | -1.76% | -1.62% | +0.01% | -0.27% | +0.30% | +1.04% | +3.66% | -4.51% | -1.64% | +2.01% | +0.58% |
2024 | +2.07% | +2.58% | +1.57% | -2.23% | +3.98% |
Roczna zmienność | +10.53% |
Średniomiesięczna stopa zwrotu od początku działalności | +0.23% |
Miesięczna zmienność | +3.04% |
VAR99 | -7.31% |
Maksymalna miesięczna strata | -6.11% |
Maksymalny miesięczny zysk | +9.72% |
Beta (do WIG20) | +0.15 |
Beta podczas spadków (do WIG20) | — |
Maksymalne obsunięcie (miesięcznie) | -32.54% |
Procent mies. ze stratą | +47.10% |
Wskaźnik Sharpe'a | +0.26 |
Wskaźnik CALMAR | +0.09 |
Stopa zwrotu od początku działalności | +37.12% |
Stopa zwrotu (bieżący rok) | +3.98% |
Stopa zwrotu (ostatnie 12 miesięcy) | +4.38% |
Stopa zwrotu (ostatnie 3 lata) | +3.90% |
Stopa zwrotu (ostatnie 5 lata) | +19.81% |
Stopa zwrotu (ostatnie 10 lat) | -8.59% |