Karta funduszu
GOLDMAN SACHS Zrównoważony - 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1998 | -0.99% | +2.23% | -5.33% | +1.72% | +6.19% | -15.17% | +1.33% | +1.00% | +0.11% | +5.92% | -4.71% | ||
| 1999 | +2.38% | +1.70% | -0.45% | +6.12% | +2.24% | +4.65% | +0.12% | +1.32% | -7.78% | +1.57% | +4.08% | +8.12% | +25.85% |
| 2000 | +5.21% | +5.82% | +3.89% | -4.33% | +1.10% | +1.82% | +0.18% | -1.43% | -4.54% | -2.75% | +3.82% | +5.57% | +14.45% |
| 2001 | -0.56% | -4.08% | -3.47% | +1.99% | +0.88% | -5.23% | -2.21% | -0.50% | -2.01% | +9.42% | +1.57% | -0.11% | -4.97% |
| 2002 | +7.47% | -1.40% | -0.65% | +0.89% | +2.01% | -3.93% | -5.75% | +2.82% | -1.12% | +5.16% | +2.62% | -0.08% | +7.57% |
| 2003 | -1.53% | -0.85% | +0.98% | +2.16% | +3.49% | +3.19% | +7.26% | +7.93% | -2.56% | +1.59% | -3.96% | +4.31% | +23.49% |
| 2004 | +1.66% | +2.10% | +2.46% | +0.27% | -1.24% | +1.28% | -0.81% | +0.53% | +2.16% | -0.64% | +1.27% | +2.52% | +12.07% |
| 2005 | -1.34% | +4.91% | -2.29% | -2.72% | +2.16% | +3.57% | +3.42% | +1.63% | +3.95% | -3.89% | +2.50% | +2.71% | +15.06% |
| 2006 | +3.86% | +1.66% | +1.00% | +4.93% | -4.96% | +1.30% | +7.23% | -2.65% | +1.37% | +4.13% | +3.24% | +0.31% | +22.95% |
| 2007 | +4.71% | -2.66% | +5.00% | +2.56% | +2.43% | -0.12% | -1.73% | -1.89% | -0.28% | +2.07% | -6.15% | -1.09% | +2.31% |
| 2008 | -9.83% | -0.62% | +0.38% | -0.93% | -1.21% | -8.46% | +2.48% | -1.40% | -2.71% | -13.12% | +0.78% | +1.25% | -29.78% |
| 2009 | -4.20% | -7.03% | +3.46% | +9.98% | +0.86% | +2.17% | +7.95% | +3.42% | -0.39% | +1.27% | +0.96% | +0.49% | +19.34% |
| 2010 | +0.74% | -1.71% | +6.63% | +1.22% | -2.50% | -3.64% | +4.34% | -0.32% | +3.63% | +1.31% | -1.13% | +3.03% | +11.68% |
| 2011 | -0.71% | +0.48% | +1.60% | +1.51% | +0.06% | -1.36% | -1.40% | -6.13% | -5.65% | +3.72% | -2.94% | -2.98% | -13.38% |
| 2012 | +5.23% | +1.51% | -0.58% | -0.70% | -4.00% | +4.83% | +0.18% | +1.77% | +3.06% | +0.66% | +2.86% | +4.12% | +20.20% |
| 2013 | -0.30% | -0.44% | -0.96% | +0.07% | +3.43% | -4.73% | +2.75% | +1.52% | +1.33% | +4.27% | +0.44% | -3.71% | +3.33% |
| 2014 | -1.59% | +2.92% | -0.57% | +0.41% | +0.93% | +0.20% | -1.37% | +1.97% | +2.52% | -0.15% | +0.22% | -1.51% | +3.92% |
| 2015 | +2.19% | +0.72% | +0.79% | +1.60% | -0.37% | -2.55% | +0.32% | -1.81% | -1.70% | +1.78% | -2.23% | -1.67% | -3.05% |
| 2016 | -1.87% | +0.98% | +4.60% | -1.06% | -2.58% | -0.82% | +1.96% | +2.36% | -0.72% | +1.86% | -0.94% | +2.66% | +6.34% |
| 2017 | +3.63% | +3.24% | -0.50% | +3.52% | -1.58% | +0.79% | +1.71% | +1.90% | -1.52% | +0.42% | -2.09% | +1.40% | +11.22% |
| 2018 | +1.90% | -3.46% | -3.57% | +1.03% | -2.93% | -0.68% | +3.44% | -0.12% | -1.32% | -3.09% | +2.03% | -0.71% | -7.50% |
| 2019 | +2.27% | -0.75% | +0.08% | +0.15% | -1.06% | +2.50% | +0.80% | -1.55% | +0.13% | +0.23% | -0.22% | +0.77% | +3.32% |
| 2020 | -0.50% | -5.23% | -6.91% | +6.40% | +1.84% | +1.31% | +2.05% | +1.32% | -1.14% | -2.88% | +8.81% | +4.78% | +9.06% |
| 2021 | +0.30% | +0.08% | +1.98% | +1.54% | +4.28% | +0.17% | +1.39% | +2.30% | -0.44% | +1.72% | -4.57% | +0.08% | +8.93% |
| 2022 | -1.50% | -5.85% | +1.50% | -6.68% | -0.16% | -3.10% | +3.77% | -4.90% | -5.23% | +2.96% | +8.96% | +1.57% | -9.44% |
| 2023 | +5.33% | -1.40% | -0.13% | +4.23% | -0.85% | +5.24% | +3.65% | -3.08% | -1.97% | +4.23% | +2.62% | +4.46% | +24.11% |
| 2024 | -0.49% | +2.92% | +0.02% | +2.44% | |||||||||
Kroczące stopy zwrotu (12 miesięcy)
Kroczące stopy zwrotu (3 lata)
Kroczące stopy zwrotu (5 lat)
Kroczące stopy zwrotu (10 lat)
| Roczna zmienność | +11.70% |
| Średniomiesięczna stopa zwrotu od początku działalności | +0.48% |
| Miesięczna zmienność | +3.38% |
| VAR99 | -8.35% |
| Maksymalna miesięczna strata | -15.17% |
| Maksymalny miesięczny zysk | +9.98% |
| Beta (do WIG20) | +0.44 |
| Beta podczas spadków (do WIG20) | — |
| Maksymalne obsunięcie (miesięcznie) | -43.09% |
| Procent mies. ze stratą | +40.58% |
| Wskaźnik Sharpe'a | +0.50 |
| Wskaźnik CALMAR | +0.14 |
| Stopa zwrotu od początku działalności | +340.73% |
| Stopa zwrotu (bieżący rok) | +2.44% |
| Stopa zwrotu (ostatnie 12 miesięcy) | +22.59% |
| Stopa zwrotu (ostatnie 3 lata) | +22.52% |
| Stopa zwrotu (ostatnie 5 lata) | +39.11% |
| Stopa zwrotu (ostatnie 10 lat) | +54.67% |
Rozkład miesięcznych stóp zwrotu
Obsunięcie (dane miesięczne)
Ryzyko / Zysk
Stress test
Web Content Display
