Karta funduszu
INVESTOR Nowych Technologii - 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008 | +1.20% | +6.99% | -2.59% | -2.76% | -3.65% | -10.17% | -9.21% | -2.47% | -8.77% | -21.15% | -2.20% | -6.23% | -48.15% |
| 2009 | -7.68% | -5.16% | +6.25% | +17.83% | +0.54% | +2.98% | +8.73% | +6.92% | -3.36% | -2.54% | -2.30% | +2.83% | +24.84% |
| 2010 | +3.41% | +0.76% | +11.14% | +1.14% | -5.01% | -4.86% | +5.06% | -1.09% | +1.89% | -0.70% | -3.19% | +3.71% | +11.72% |
| 2011 | -0.15% | -0.58% | -1.05% | -1.72% | -4.28% | -2.93% | -7.60% | -11.86% | -8.85% | +5.83% | -3.50% | -1.13% | -32.77% |
| 2012 | +6.53% | +7.28% | -0.64% | -1.48% | -6.31% | +1.17% | -5.98% | +2.48% | +2.87% | 0.00% | +5.14% | +4.48% | +15.46% |
| 2013 | +1.22% | -1.73% | -3.03% | -1.78% | +6.23% | -1.73% | -0.29% | +4.96% | +5.33% | +6.72% | +2.97% | +1.91% | +22.09% |
| 2014 | +1.73% | +5.60% | -1.84% | -1.82% | +2.86% | -0.42% | -6.92% | -2.69% | +1.03% | +1.84% | +3.92% | -5.95% | -3.41% |
| 2015 | +5.70% | +7.80% | +6.80% | -2.69% | +4.94% | -6.23% | +2.81% | -4.72% | -0.61% | +4.20% | -2.81% | -1.37% | +13.31% |
| 2016 | -6.53% | +2.17% | +6.09% | -2.72% | +5.25% | -0.95% | +5.19% | +6.05% | +2.41% | -3.21% | +0.61% | +4.30% | +19.21% |
| 2017 | +5.33% | +4.61% | +3.54% | -1.00% | +2.28% | -0.17% | +2.64% | +0.72% | +5.76% | +2.88% | -1.72% | -0.22% | +27.22% |
| 2018 | +8.96% | -2.69% | -2.43% | +2.08% | +9.59% | +2.98% | +2.40% | +5.37% | -1.91% | -14.75% | -3.33% | -7.09% | -3.41% |
| 2019 | +12.54% | +2.79% | +2.95% | +4.24% | -4.90% | +4.94% | +4.64% | -0.58% | -4.15% | +4.27% | +5.88% | +2.22% | +39.43% |
| 2020 | +3.85% | -3.35% | -9.54% | +14.00% | +7.51% | +6.71% | +7.51% | +7.95% | -3.69% | -4.77% | +12.10% | +2.64% | +45.43% |
| 2021 | -0.18% | -0.43% | -4.02% | +2.48% | -3.30% | +9.87% | +0.86% | +1.52% | -4.27% | +7.10% | +0.02% | -1.39% | +7.54% |
| 2022 | -13.05% | -4.84% | -0.83% | -14.60% | -3.18% | -10.24% | +10.89% | -6.32% | -11.24% | +3.87% | +5.26% | -8.40% | -43.76% |
| 2023 | +9.66% | +1.61% | +4.53% | -1.46% | +9.13% | +3.67% | +4.07% | -6.62% | -7.26% | -5.89% | +11.74% | +6.80% | +31.41% |
| 2024 | +1.50% | +4.08% | +1.51% | +7.23% | |||||||||
Kroczące stopy zwrotu (12 miesięcy)
Kroczące stopy zwrotu (3 lata)
Kroczące stopy zwrotu (5 lat)
Kroczące stopy zwrotu (10 lat)
| Roczna zmienność | +19.96% |
| Średniomiesięczna stopa zwrotu od początku działalności | +0.33% |
| Miesięczna zmienność | +5.76% |
| VAR99 | -13.75% |
| Maksymalna miesięczna strata | -21.15% |
| Maksymalny miesięczny zysk | +17.83% |
| Beta (do WIG20) | +0.54 |
| Beta podczas spadków (do WIG20) | — |
| Maksymalne obsunięcie (miesięcznie) | -58.07% |
| Procent mies. ze stratą | +47.18% |
| Wskaźnik Sharpe'a | +0.20 |
| Wskaźnik CALMAR | +0.07 |
| Stopa zwrotu od początku działalności | +89.88% |
| Stopa zwrotu (bieżący rok) | +7.23% |
| Stopa zwrotu (ostatnie 12 miesięcy) | +20.98% |
| Stopa zwrotu (ostatnie 3 lata) | -10.66% |
| Stopa zwrotu (ostatnie 5 lata) | +45.13% |
| Stopa zwrotu (ostatnie 10 lat) | +162.76% |
Rozkład miesięcznych stóp zwrotu
Obsunięcie (dane miesięczne)
Ryzyko / Zysk
Stress test
Web Content Display
