Karta funduszu
GOLDMAN SACHS Europejski 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 | -0.86% | +5.66% | -1.30% | -5.52% | -0.38% | +3.61% | -0.66% | +1.04% | +2.32% | -2.71% | +4.81% | +5.60% | |
| 2011 | +3.19% | +2.40% | -4.14% | +3.39% | +0.26% | -4.10% | -2.98% | -8.86% | -2.47% | +7.46% | -1.25% | +0.61% | -7.28% |
| 2012 | +4.19% | +3.23% | +1.01% | -2.96% | -5.74% | +6.34% | +3.94% | +2.12% | +1.28% | -0.06% | +0.83% | +2.83% | +17.71% |
| 2013 | +2.91% | +1.18% | -0.13% | +3.45% | +2.52% | -4.53% | +5.37% | +0.34% | +4.60% | +3.97% | +0.93% | -0.14% | +22.02% |
| 2014 | -0.31% | +2.84% | +0.34% | +2.47% | +3.36% | -0.55% | -2.02% | +1.32% | -0.88% | -2.28% | +1.18% | -1.49% | +3.85% |
| 2015 | +5.04% | +7.96% | +1.52% | +1.12% | +1.88% | -4.49% | +3.03% | -8.51% | -6.08% | +7.31% | +1.92% | -4.44% | +4.84% |
| 2016 | -8.39% | -1.66% | +1.01% | +2.92% | +2.21% | -6.88% | +2.09% | +2.09% | -0.89% | +0.87% | +1.01% | +5.93% | -0.62% |
| 2017 | -1.24% | +2.41% | +3.47% | +1.39% | +2.37% | -2.34% | -0.01% | -1.73% | +4.16% | +0.60% | -1.11% | +0.39% | +8.42% |
| 2018 | +1.72% | -4.70% | -1.18% | +4.69% | -0.71% | -1.14% | +3.99% | -2.23% | +0.57% | -6.12% | -0.31% | -7.03% | -12.42% |
| 2019 | +5.76% | +4.76% | +0.99% | +4.36% | -5.46% | +4.01% | -0.33% | -1.52% | +4.41% | +0.96% | +1.81% | +1.24% | +22.45% |
| 2020 | -1.56% | -8.41% | -15.48% | +6.54% | +3.53% | +3.82% | -1.91% | +2.90% | -2.01% | -6.45% | +13.88% | +1.74% | -6.46% |
| 2021 | -0.90% | +2.72% | +6.54% | +0.94% | +2.41% | +1.66% | -0.10% | +1.74% | -1.43% | +3.73% | -3.17% | +6.63% | +22.29% |
| 2022 | +0.45% | -2.62% | +0.32% | +0.32% | +1.07% | -8.43% | +6.43% | -2.50% | -5.25% | +6.49% | +6.21% | -2.66% | -1.36% |
| 2023 | +6.24% | +2.62% | -0.65% | +3.30% | -2.75% | +1.63% | +1.30% | -1.87% | -1.03% | -2.90% | +5.32% | +2.26% | +13.78% |
| 2024 | +0.74% | -0.67% | +4.25% | +0.77% | +5.12% | ||||||||
Kroczące stopy zwrotu (12 miesięcy)
Kroczące stopy zwrotu (3 lata)
Kroczące stopy zwrotu (5 lat)
Kroczące stopy zwrotu (10 lat)
| Roczna zmienność | +13.47% |
| Średniomiesięczna stopa zwrotu od początku działalności | +0.51% |
| Miesięczna zmienność | +3.89% |
| VAR99 | -9.57% |
| Maksymalna miesięczna strata | -15.48% |
| Maksymalny miesięczny zysk | +13.88% |
| Beta (do WIG20) | +0.42 |
| Beta podczas spadków (do WIG20) | — |
| Maksymalne obsunięcie (miesięcznie) | -23.79% |
| Procent mies. ze stratą | +40.35% |
| Wskaźnik Sharpe'a | +0.47 |
| Wskaźnik CALMAR | +0.26 |
| Stopa zwrotu od początku działalności | +138.76% |
| Stopa zwrotu (bieżący rok) | +5.12% |
| Stopa zwrotu (ostatnie 12 miesięcy) | +6.89% |
| Stopa zwrotu (ostatnie 3 lata) | +31.77% |
| Stopa zwrotu (ostatnie 5 lata) | +41.53% |
| Stopa zwrotu (ostatnie 10 lat) | +61.07% |
Rozkład miesięcznych stóp zwrotu
Obsunięcie (dane miesięczne)
Ryzyko / Zysk
Stress test
Web Content Display
