Karta funduszu
GOLDMAN SACHS Stabilnego Wzrostu - 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2000 | +2.89% | +2.89% | |||||||||||
| 2001 | +1.65% | -2.19% | -1.94% | +1.12% | +0.15% | -2.60% | -0.26% | +0.43% | -0.40% | +7.39% | +1.66% | +1.09% | +5.87% |
| 2002 | +6.35% | -0.03% | +1.16% | +1.78% | +1.80% | -1.41% | -3.09% | +2.80% | +0.11% | +3.92% | +1.66% | +0.40% | +16.22% |
| 2003 | -0.91% | +0.06% | +0.94% | +1.56% | +2.76% | +1.71% | +3.76% | +4.93% | -1.58% | +0.27% | -2.70% | +3.39% | +14.82% |
| 2004 | +1.06% | +1.42% | +1.87% | -0.09% | -0.69% | +0.96% | -0.39% | +0.55% | +1.77% | -0.16% | +1.27% | +2.28% | +10.22% |
| 2005 | -0.65% | +3.73% | -1.25% | -1.50% | +1.82% | +2.81% | +1.96% | +1.35% | +2.47% | -2.58% | +1.59% | +2.02% | +12.19% |
| 2006 | +2.61% | +1.60% | +0.50% | +3.12% | -2.98% | +0.53% | +4.78% | -1.43% | +1.06% | +3.01% | +2.34% | +0.39% | +16.39% |
| 2007 | +3.11% | -1.52% | +3.27% | +1.75% | +1.70% | -0.12% | -0.99% | -1.18% | 0.00% | +1.36% | -4.04% | -0.57% | +2.54% |
| 2008 | -5.58% | -0.56% | +0.43% | -0.33% | -1.02% | -5.67% | +2.32% | -0.28% | -1.07% | -9.05% | +1.82% | +1.73% | -16.56% |
| 2009 | -2.13% | -5.15% | +2.23% | +6.44% | +0.60% | +1.59% | +5.47% | +2.12% | -0.26% | +1.06% | +0.70% | +0.36% | +13.26% |
| 2010 | +0.99% | -0.75% | +4.77% | +0.81% | -1.65% | -2.22% | +2.80% | +0.28% | +2.38% | +0.67% | -1.08% | +2.20% | +9.36% |
| 2011 | -0.85% | +0.50% | +1.11% | +1.24% | +0.26% | -0.42% | -0.72% | -3.62% | -3.91% | +2.83% | -2.02% | -1.65% | -7.22% |
| 2012 | +3.83% | +1.16% | -0.27% | -0.11% | -2.48% | +3.44% | +0.73% | +1.24% | +2.16% | +0.77% | +2.71% | +3.01% | +17.25% |
| 2013 | -0.37% | -0.44% | -0.32% | +1.10% | +1.73% | -3.99% | +2.21% | +0.49% | +0.96% | +3.03% | -0.01% | -2.04% | +2.18% |
| 2014 | -1.27% | +2.43% | -0.47% | +0.16% | +0.91% | +0.48% | -1.09% | +1.49% | +1.45% | +0.20% | +0.18% | -1.43% | +3.01% |
| 2015 | +1.50% | +0.23% | +0.43% | +0.85% | -0.47% | -1.73% | +0.21% | -1.40% | -0.90% | +1.21% | -1.18% | -1.22% | -2.51% |
| 2016 | -1.42% | +0.88% | +2.66% | -0.66% | -1.46% | +0.02% | +0.97% | +1.61% | -0.47% | +0.97% | -1.07% | +1.76% | +3.74% |
| 2017 | +1.93% | +2.20% | +0.10% | +2.14% | -0.72% | +0.48% | +1.00% | +1.43% | -0.95% | -0.02% | -1.18% | +0.93% | +7.51% |
| 2018 | +1.17% | -1.83% | -1.94% | +0.64% | -1.79% | -0.46% | +2.08% | -0.06% | -0.80% | -1.66% | +0.95% | +0.07% | -3.68% |
| 2019 | +1.52% | -0.68% | +0.24% | -0.11% | -0.21% | +1.59% | +0.68% | -0.58% | -0.04% | +0.51% | -0.43% | +0.23% | +2.72% |
| 2020 | -0.23% | -2.12% | -3.13% | +3.51% | +1.38% | +0.57% | +1.01% | +0.78% | -0.63% | -1.25% | +4.11% | +2.25% | +6.14% |
| 2021 | +0.16% | -0.39% | +1.21% | +0.78% | +2.28% | +0.03% | +0.88% | +1.17% | -0.37% | +0.21% | -3.51% | -0.63% | +1.73% |
| 2022 | -1.05% | -3.92% | -0.30% | -5.20% | -0.20% | -2.08% | +3.69% | -3.60% | -4.06% | +0.64% | +7.98% | +1.27% | -7.32% |
| 2023 | +4.63% | -1.30% | +0.48% | +2.84% | -0.59% | +3.73% | +2.62% | -2.07% | -1.20% | +2.75% | +1.75% | +3.61% | +18.37% |
| 2024 | -0.08% | +1.60% | -0.05% | +1.47% | |||||||||
Kroczące stopy zwrotu (12 miesięcy)
Kroczące stopy zwrotu (3 lata)
Kroczące stopy zwrotu (5 lat)
Kroczące stopy zwrotu (10 lat)
| Roczna zmienność | +7.40% |
| Średniomiesięczna stopa zwrotu od początku działalności | +0.43% |
| Miesięczna zmienność | +2.14% |
| VAR99 | -5.40% |
| Maksymalna miesięczna strata | -9.05% |
| Maksymalny miesięczny zysk | +7.98% |
| Beta (do WIG20) | +0.29 |
| Beta podczas spadków (do WIG20) | — |
| Maksymalne obsunięcie (miesięcznie) | -26.80% |
| Procent mies. ze stratą | +40.36% |
| Wskaźnik Sharpe'a | +0.71 |
| Wskaźnik CALMAR | +0.20 |
| Stopa zwrotu od początku działalności | +228.23% |
| Stopa zwrotu (bieżący rok) | +1.47% |
| Stopa zwrotu (ostatnie 12 miesięcy) | +15.74% |
| Stopa zwrotu (ostatnie 3 lata) | +12.13% |
| Stopa zwrotu (ostatnie 5 lata) | +22.16% |
| Stopa zwrotu (ostatnie 10 lat) | +32.30% |
Rozkład miesięcznych stóp zwrotu
Obsunięcie (dane miesięczne)
Ryzyko / Zysk
Stress test
Web Content Display
