INVESTOR Bezpiecznego Wzrostu - wyniki fundusz parasolowy
Sty | Lut | Mar | Kwi | Maj | Cze | Lip | Sie | Wrz | Paź | Lis | Gru | Rok | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2015 | +0.04% | -0.85% | +3.03% | -3.05% | +0.78% | -6.41% | -4.59% | +4.87% | -0.75% | -1.69% | -8.78% | ||
2016 | -6.80% | -0.36% | +3.54% | -0.16% | +1.82% | -1.26% | +2.50% | -0.02% | -0.92% | -0.40% | +1.97% | +2.55% | +2.05% |
2017 | +0.29% | +0.08% | +0.35% | +0.34% | +0.29% | +0.18% | +0.25% | +0.22% | +0.36% | +0.30% | +0.28% | +0.30% | +3.30% |
2018 | +0.42% | +0.32% | +0.25% | +0.20% | -0.20% | +0.16% | +0.21% | +0.04% | +0.04% | +0.11% | +0.03% | +0.34% | +1.94% |
2019 | +0.16% | +0.05% | +0.18% | +0.31% | +0.34% | +0.33% | +0.51% | +0.07% | -0.04% | +0.59% | -0.01% | +0.06% | +2.59% |
2020 | +0.44% | +0.04% | -2.26% | +0.03% | +1.00% | +0.56% | +0.63% | +0.09% | +0.24% | +0.46% | +0.41% | +0.45% | +2.08% |
2021 | +0.40% | +0.08% | +0.04% | +0.15% | -0.28% | +0.20% | +0.11% | -0.04% | 0.00% | -1.07% | -1.55% | +0.02% | -1.94% |
2022 | +0.33% | -0.77% | -1.66% | -1.69% | +0.31% | -0.80% | +1.52% | +0.40% | -0.22% | -1.83% | +2.57% | +1.77% | -0.19% |
2023 | +2.32% | +0.09% | +0.98% | +0.91% | +0.60% | +0.54% | +1.27% | +0.59% | +0.10% | +0.23% | +1.31% | +0.84% | +10.22% |
2024 | +1.25% | +0.84% | +0.52% | +0.40% | +0.49% | +0.45% | +1.03% | +5.08% |
Roczna zmienność | +5.09% |
Średniomiesięczna stopa zwrotu od początku działalności | +0.13% |
Miesięczna zmienność | +1.47% |
VAR99 | -3.56% |
Maksymalna miesięczna strata | -6.80% |
Maksymalny miesięczny zysk | +4.87% |
Beta (do WIG20) | +0.06 |
Beta podczas spadków (do WIG20) | +0.10 |
Maksymalne obsunięcie (miesięcznie) | -17.11% |
Procent mies. ze stratą | +23.89% |
Wskaźnik Sharpe'a | +0.32 |
Wskaźnik CALMAR | +0.09 |
Stopa zwrotu od początku działalności | +16.36% |
Stopa zwrotu (bieżący rok) | +5.08% |
Stopa zwrotu (ostatnie 12 miesięcy) | +8.34% |
Stopa zwrotu (ostatnie 3 lata) | +12.57% |
Stopa zwrotu (ostatnie 5 lata) | +16.49% |
Stopa zwrotu (ostatnie 10 lat) | — |