Karta funduszu
GOLDMAN SACHS Globalny Spółek Dywidendowych - 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2010 | +1.17% | +5.35% | +1.55% | -1.83% | -1.26% | +1.80% | -0.49% | -0.26% | +1.17% | +2.36% | +3.58% | +13.69% | |
| 2011 | -0.36% | +2.13% | -3.89% | +0.58% | +1.69% | -2.43% | -1.84% | -4.06% | -0.30% | +4.00% | +1.32% | +3.99% | +0.40% |
| 2012 | +2.77% | +2.07% | +2.30% | -0.67% | -1.38% | +3.23% | +4.65% | -0.28% | +0.44% | -0.73% | +0.68% | -0.25% | +13.39% |
| 2013 | +3.77% | +2.82% | +3.59% | +0.87% | +2.46% | -2.90% | +2.08% | -1.13% | +1.79% | +3.24% | +1.01% | +0.12% | +18.95% |
| 2014 | -1.01% | +2.16% | +1.40% | +0.71% | +3.13% | +1.06% | +0.80% | +3.55% | +1.56% | +0.04% | +1.71% | +0.26% | +16.39% |
| 2015 | +3.95% | +6.60% | +1.90% | -0.17% | +1.88% | -3.86% | +2.10% | -7.86% | -4.40% | +8.79% | +3.19% | -5.19% | +5.69% |
| 2016 | -6.18% | -0.65% | +1.35% | +2.17% | +2.35% | -2.44% | +3.83% | +0.64% | -0.65% | +2.02% | +5.26% | +3.66% | +11.38% |
| 2017 | -0.79% | +4.05% | +0.59% | -1.28% | -2.28% | -0.87% | -0.96% | -1.59% | +3.54% | +1.28% | +0.30% | +0.07% | +1.87% |
| 2018 | 0.00% | -2.35% | -3.31% | +3.44% | +2.27% | -1.16% | +3.61% | -0.12% | +1.51% | -3.31% | +0.40% | -8.76% | -8.14% |
| 2019 | +6.63% | +3.48% | +1.60% | +4.16% | -6.38% | +4.39% | +2.06% | -2.30% | +5.12% | +0.01% | +3.06% | +1.81% | +25.51% |
| 2020 | -1.43% | -8.36% | -15.19% | +8.64% | +1.45% | +0.75% | -2.02% | +3.06% | -1.37% | -2.15% | +11.09% | +0.41% | -7.53% |
| 2021 | +0.13% | +3.76% | +7.45% | -0.22% | +1.10% | +1.70% | +0.95% | +2.39% | -0.97% | +3.41% | -2.32% | +6.12% | +25.66% |
| 2022 | +0.23% | -1.72% | +2.00% | +0.94% | +2.17% | -6.00% | +6.75% | -1.87% | -5.24% | +9.03% | +3.42% | -4.44% | +4.17% |
| 2023 | +3.86% | +0.77% | -0.98% | +0.91% | +0.63% | +2.24% | +1.24% | -1.11% | -0.26% | -1.90% | +3.50% | +3.29% | +12.66% |
| 2024 | +1.25% | +2.43% | +3.81% | +7.67% | |||||||||
Kroczące stopy zwrotu (12 miesięcy)
Kroczące stopy zwrotu (3 lata)
Kroczące stopy zwrotu (5 lat)
Kroczące stopy zwrotu (10 lat)
| Roczna zmienność | +11.69% |
| Średniomiesięczna stopa zwrotu od początku działalności | +0.76% |
| Miesięczna zmienność | +3.37% |
| VAR99 | -8.63% |
| Maksymalna miesięczna strata | -15.19% |
| Maksymalny miesięczny zysk | +11.09% |
| Beta (do WIG20) | +0.30 |
| Beta podczas spadków (do WIG20) | — |
| Maksymalne obsunięcie (miesięcznie) | -23.39% |
| Procent mies. ze stratą | +34.71% |
| Wskaźnik Sharpe'a | +0.82 |
| Wskaźnik CALMAR | +0.41 |
| Stopa zwrotu od początku działalności | +263.75% |
| Stopa zwrotu (bieżący rok) | +7.67% |
| Stopa zwrotu (ostatnie 12 miesięcy) | +17.05% |
| Stopa zwrotu (ostatnie 3 lata) | +42.23% |
| Stopa zwrotu (ostatnie 5 lata) | +64.39% |
| Stopa zwrotu (ostatnie 10 lat) | +130.40% |
Rozkład miesięcznych stóp zwrotu
Obsunięcie (dane miesięczne)
Ryzyko / Zysk
Stress test
Web Content Display
