Karta funduszu
GOLDMAN SACHS Średnich i Małych Spółek - 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | +1.56% | -5.33% | -2.80% | -2.25% | +1.53% | -9.92% | -2.72% | -18.73% | |||||
| 2008 | -11.99% | +0.06% | -1.05% | -4.05% | -4.18% | -13.10% | -7.21% | -1.40% | -5.98% | -21.39% | -2.35% | -7.26% | -57.37% |
| 2009 | -6.05% | -8.41% | +5.65% | +18.21% | +3.28% | +3.53% | +10.27% | +9.73% | -4.19% | -2.98% | -1.72% | +0.09% | +27.15% |
| 2010 | +0.24% | +1.36% | +9.31% | +1.71% | -4.29% | -4.32% | +5.79% | -0.96% | +3.01% | +0.92% | -2.46% | +3.14% | +13.37% |
| 2011 | +2.24% | +1.56% | -1.05% | +0.36% | +0.16% | -4.87% | -6.33% | -12.02% | -12.51% | +3.00% | -8.21% | -1.86% | -34.26% |
| 2012 | +10.21% | +8.24% | -2.25% | -3.80% | -9.18% | +3.06% | -2.26% | -1.40% | +4.56% | +1.53% | +1.56% | +3.16% | +12.54% |
| 2013 | +2.31% | -0.70% | -0.12% | -2.03% | +9.44% | -0.25% | +4.55% | +5.18% | +4.78% | +9.83% | +1.44% | -5.80% | +31.22% |
| 2014 | -0.40% | +3.59% | -3.26% | -2.35% | +0.38% | -0.54% | -4.15% | +3.15% | +6.04% | -1.23% | +1.18% | -1.50% | +0.43% |
| 2015 | +1.41% | +3.68% | +1.86% | +3.50% | +0.71% | -3.85% | +3.55% | -3.02% | -2.73% | +3.38% | -1.36% | -1.84% | +4.96% |
| 2016 | -5.29% | +2.05% | +5.06% | +0.77% | -2.63% | -1.89% | +6.34% | +6.48% | +1.57% | +1.41% | -0.05% | +1.81% | +16.02% |
| 2017 | +6.82% | +3.63% | -0.28% | +1.23% | -1.50% | +1.86% | +0.94% | +0.19% | -1.11% | -1.89% | -2.28% | +2.51% | +10.20% |
| 2018 | +3.54% | -5.03% | -4.34% | +0.97% | -1.96% | -5.10% | +2.99% | -1.87% | -3.53% | -5.70% | +2.08% | -1.76% | -18.53% |
| 2019 | +4.35% | +2.21% | +0.69% | +0.84% | -2.97% | +2.76% | -0.94% | -3.90% | -2.66% | +0.44% | +1.55% | +2.53% | +4.64% |
| 2020 | +2.34% | -7.33% | -11.79% | +12.80% | +2.68% | +2.02% | +7.42% | +3.32% | -0.73% | -5.44% | +10.46% | +5.46% | +19.96% |
| 2021 | +3.62% | +3.01% | +2.85% | +4.00% | +7.04% | -0.04% | +1.77% | +3.24% | -0.30% | +5.39% | -5.70% | +0.71% | +28.09% |
| 2022 | -1.95% | -8.85% | +4.99% | -5.13% | -1.08% | -4.26% | +1.88% | -5.82% | -6.87% | +5.18% | +7.98% | +0.03% | -14.40% |
| 2023 | +7.87% | +0.94% | +2.03% | +1.36% | -0.21% | +4.95% | +7.58% | -2.99% | -2.36% | +1.27% | +5.46% | +4.67% | +34.33% |
| 2024 | +0.61% | +5.76% | +2.01% | +8.54% | |||||||||
Kroczące stopy zwrotu (12 miesięcy)
Kroczące stopy zwrotu (3 lata)
Kroczące stopy zwrotu (5 lat)
Kroczące stopy zwrotu (10 lat)
| Roczna zmienność | +17.49% |
| Średniomiesięczna stopa zwrotu od początku działalności | +0.03% |
| Miesięczna zmienność | +5.05% |
| VAR99 | -11.79% |
| Maksymalna miesięczna strata | -21.39% |
| Maksymalny miesięczny zysk | +18.21% |
| Beta (do WIG20) | +0.64 |
| Beta podczas spadków (do WIG20) | — |
| Maksymalne obsunięcie (miesięcznie) | -70.64% |
| Procent mies. ze stratą | +45.54% |
| Wskaźnik Sharpe'a | +0.02 |
| Wskaźnik CALMAR | +0.01 |
| Stopa zwrotu od początku działalności | +6.85% |
| Stopa zwrotu (bieżący rok) | +8.54% |
| Stopa zwrotu (ostatnie 12 miesięcy) | +31.25% |
| Stopa zwrotu (ostatnie 3 lata) | +45.64% |
| Stopa zwrotu (ostatnie 5 lata) | +86.86% |
| Stopa zwrotu (ostatnie 10 lat) | +120.79% |
Rozkład miesięcznych stóp zwrotu
Obsunięcie (dane miesięczne)
Ryzyko / Zysk
Stress test
Web Content Display
