Karta funduszu
CASPAR Akcji Europejskich A - wyniki fundusz parasolowy promocja! promocja
Skumulowana stopa zwrotu
Procentowe miesięczne stopy zwrotu
Procentowe miesięczne stopy zwrotu
| Sty | Lut | Mar | Kwi | Maj | Cze | Lip | Sie | Wrz | Paź | Lis | Gru | Rok | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012 | -0.20% | +5.76% | +5.55% | ||||||||||
| 2013 | +5.00% | +0.30% | +3.04% | -0.30% | +4.92% | -3.35% | +1.46% | -2.38% | +4.36% | +3.28% | +1.65% | -6.05% | +11.86% |
| 2014 | -1.11% | +1.53% | +1.50% | +2.18% | +4.49% | -2.78% | -1.64% | +0.50% | -1.87% | -0.77% | +0.67% | -1.96% | +0.49% |
| 2015 | -0.04% | +4.94% | -0.93% | +1.36% | +3.38% | -3.38% | +1.86% | -6.34% | -2.08% | +5.13% | +1.07% | -0.44% | +3.97% |
| 2016 | -5.00% | -1.88% | +2.71% | +1.98% | -0.41% | -0.96% | +7.44% | +1.92% | +2.30% | +2.24% | +2.32% | +4.75% | +18.22% |
| 2017 | +0.30% | +5.15% | +2.92% | +4.25% | +3.09% | -2.24% | +3.14% | +1.42% | +7.28% | +3.44% | -4.11% | -0.01% | +26.93% |
| 2018 | +5.47% | +1.98% | -5.99% | +1.04% | +7.68% | -0.80% | -0.11% | +3.10% | -4.28% | -6.41% | -3.30% | -9.75% | -12.12% |
| 2019 | +12.03% | +5.94% | +1.01% | +7.56% | -8.17% | +3.45% | +4.11% | -2.70% | +1.89% | +0.81% | +5.22% | +1.17% | +35.68% |
| 2020 | +1.28% | -4.23% | -3.42% | +6.30% | +3.61% | +4.54% | +0.16% | +3.38% | +3.14% | -3.23% | +9.16% | +6.68% | +29.80% |
| 2021 | +1.11% | -1.01% | +5.46% | +0.09% | -1.36% | +3.49% | +4.65% | +4.92% | -3.52% | +1.92% | -2.80% | -2.20% | +10.69% |
| 2022 | -13.42% | -7.17% | -2.54% | -7.20% | -1.52% | -6.53% | +5.05% | -1.70% | -7.39% | +3.91% | +1.38% | -4.74% | -35.79% |
| 2023 | +3.90% | +2.37% | -3.90% | -3.47% | -3.45% | +2.94% | +3.53% | -1.21% | +2.92% | -6.95% | +2.85% | +4.01% | +2.76% |
| 2024 | -0.85% | +4.76% | +4.93% | +8.99% | |||||||||
Kroczące stopy zwrotu (12 miesięcy)
Kroczące stopy zwrotu (3 lata)
Kroczące stopy zwrotu (5 lat)
Kroczące stopy zwrotu (10 lat)
| Roczna zmienność | +14.32% |
| Średniomiesięczna stopa zwrotu od początku działalności | +0.60% |
| Miesięczna zmienność | +4.13% |
| VAR99 | -10.23% |
| Maksymalna miesięczna strata | -13.42% |
| Maksymalny miesięczny zysk | +12.03% |
| Beta (do WIG20) | +0.31 |
| Beta podczas spadków (do WIG20) | — |
| Maksymalne obsunięcie (miesięcznie) | -42.82% |
| Procent mies. ze stratą | +40.88% |
| Wskaźnik Sharpe'a | +0.52 |
| Wskaźnik CALMAR | +0.17 |
| Stopa zwrotu od początku działalności | +128.05% |
| Stopa zwrotu (bieżący rok) | +8.99% |
| Stopa zwrotu (ostatnie 12 miesięcy) | +9.57% |
| Stopa zwrotu (ostatnie 3 lata) | -24.58% |
| Stopa zwrotu (ostatnie 5 lata) | +16.96% |
| Stopa zwrotu (ostatnie 10 lat) | +89.55% |
Rozkład miesięcznych stóp zwrotu
Obsunięcie (dane miesięczne)
Ryzyko / Zysk
Stress test
Web Content Display
