INVESTOR Akcji Spółek Wzrostowych - wyniki fundusz parasolowy
Sty | Lut | Mar | Kwi | Maj | Cze | Lip | Sie | Wrz | Paź | Lis | Gru | Rok | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2015 | +0.04% | -0.50% | +1.32% | -5.26% | +1.46% | -3.34% | -2.04% | +4.56% | -2.00% | -0.21% | -6.15% | ||
2016 | -7.03% | -1.83% | +4.74% | -2.48% | +3.69% | -1.87% | +5.62% | +5.10% | +2.76% | -2.50% | +2.58% | +3.35% | +11.84% |
2017 | +4.02% | +3.09% | +3.66% | -1.98% | +2.43% | +0.10% | +3.11% | +0.59% | +4.21% | +0.33% | -1.49% | +0.85% | +20.35% |
2018 | +4.96% | -3.23% | -3.70% | +1.90% | +5.59% | +1.72% | +1.87% | +4.48% | -2.33% | -13.66% | -4.36% | -6.65% | -14.22% |
2019 | +9.33% | +1.88% | +2.82% | +3.47% | -5.10% | +5.51% | +3.04% | -1.87% | -1.34% | +4.00% | +3.29% | +1.25% | +28.73% |
2020 | +1.97% | -6.20% | -11.47% | +13.29% | +5.96% | +8.43% | +7.18% | +5.61% | -3.60% | -6.27% | +12.29% | +1.87% | +28.93% |
2021 | -0.04% | -1.21% | -4.18% | +1.61% | -3.58% | +9.23% | +0.32% | +1.89% | -4.11% | +6.46% | -2.55% | -2.02% | +0.88% |
2022 | -14.23% | -4.42% | -0.60% | -13.45% | -4.72% | -7.95% | +9.49% | -4.93% | -8.92% | +4.64% | +4.18% | -7.94% | -41.15% |
2023 | +9.48% | +1.73% | +4.37% | -0.39% | +7.14% | +4.21% | +2.43% | -5.66% | -7.43% | -7.80% | +13.68% | +5.60% | +28.00% |
2024 | +2.01% | +6.59% | +0.69% | -7.15% | +4.96% | +5.45% | -4.65% | +4.79% | +12.41% |
Roczna zmienność | +18.89% |
Średniomiesięczna stopa zwrotu od początku działalności | +0.38% |
Miesięczna zmienność | +5.45% |
VAR99 | -13.08% |
Maksymalna miesięczna strata | -14.23% |
Maksymalny miesięczny zysk | +13.68% |
Beta (do WIG20) | +0.46 |
Beta podczas spadków (do WIG20) | +0.86 |
Maksymalne obsunięcie (miesięcznie) | -44.01% |
Procent mies. ze stratą | +42.11% |
Wskaźnik Sharpe'a | +0.24 |
Wskaźnik CALMAR | +0.11 |
Stopa zwrotu od początku działalności | +53.63% |
Stopa zwrotu (bieżący rok) | +12.41% |
Stopa zwrotu (ostatnie 12 miesięcy) | +15.18% |
Stopa zwrotu (ostatnie 3 lata) | -17.47% |
Stopa zwrotu (ostatnie 5 lata) | +18.19% |
Stopa zwrotu (ostatnie 10 lat) | — |