Karta funduszu
IPOPEMA m-INDEKS FIO kat.A (w likwidacji) - wyniki
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 | -2.86% | +5.50% | +0.52% | +6.39% | +3.84% | -2.84% | +3.64% | +14.61% | |||||
| 2011 | +0.41% | +1.33% | +1.11% | +0.65% | +0.53% | -3.64% | -3.73% | -11.49% | -10.34% | +6.48% | -6.42% | -0.29% | -23.86% |
| 2012 | +8.03% | +4.81% | +0.99% | -3.79% | -5.07% | +2.31% | -2.56% | -0.61% | +6.08% | +2.06% | +3.76% | +1.78% | +18.30% |
| 2013 | +1.76% | +0.12% | +0.44% | -7.21% | +15.52% | -1.34% | +5.44% | +5.39% | +5.97% | +6.26% | +0.45% | -4.89% | +29.38% |
| 2014 | +0.92% | +5.67% | -3.12% | -0.93% | +2.06% | -1.12% | -3.50% | +2.99% | +6.95% | -2.67% | +0.13% | -2.47% | +4.36% |
| 2015 | +1.30% | +3.22% | +1.64% | +3.51% | -0.45% | -3.99% | +4.30% | -3.82% | -2.86% | +2.71% | -0.96% | -2.74% | +1.36% |
| 2016 | -5.76% | +3.05% | +3.82% | +0.12% | -3.54% | -2.22% | +8.00% | +9.24% | +2.03% | +1.83% | -0.40% | +3.16% | +19.89% |
| 2017 | +9.76% | +3.82% | -2.14% | +2.22% | -0.77% | +2.35% | +0.75% | -0.26% | +1.51% | -2.52% | -2.62% | +1.82% | +14.12% |
| 2018 | +3.32% | -6.12% | -3.61% | +0.66% | -1.11% | -5.84% | +3.49% | -2.97% | -1.66% | -8.60% | +3.00% | -1.14% | -19.46% |
| 2019 | +4.06% | +1.10% | -0.25% | -0.26% | -3.96% | +3.50% | -2.75% | -4.22% | -1.96% | -0.04% | +1.89% | +3.05% | -0.28% |
| 2020 | +2.30% | -10.77% | -21.09% | +14.78% | +2.45% | +3.46% | +2.66% | +3.77% | -3.06% | -10.57% | +16.52% | +6.57% | +0.50% |
| 2021 | +2.97% | +4.80% | +0.64% | +3.05% | +9.57% | -1.17% | +2.52% | +5.75% | +0.25% | +8.56% | -6.83% | -0.79% | +32.18% |
| 2022 | -3.73% | -10.55% | +4.11% | -8.48% | +0.25% | -6.49% | +3.00% | -8.13% | -7.89% | +7.44% | +7.16% | +0.79% | -22.20% |
| 2023 | +5.90% | -0.21% | +1.41% | +1.71% | -0.75% | +7.07% | +10.92% | -3.21% | -6.30% | +4.01% | +6.67% | +2.26% | +32.18% |
Kroczące stopy zwrotu (12 miesięcy)
Kroczące stopy zwrotu (3 lata)
Kroczące stopy zwrotu (5 lat)
Kroczące stopy zwrotu (10 lat)
| Roczna zmienność | +17.97% |
| Średniomiesięczna stopa zwrotu od początku działalności | +0.46% |
| Miesięczna zmienność | +5.19% |
| VAR99 | -12.55% |
| Maksymalna miesięczna strata | -21.09% |
| Maksymalny miesięczny zysk | +16.52% |
| Beta (do WIG20) | +0.72 |
| Beta podczas spadków (do WIG20) | — |
| Maksymalne obsunięcie (miesięcznie) | -44.08% |
| Procent mies. ze stratą | +41.72% |
| Wskaźnik Sharpe'a | +0.32 |
| Wskaźnik CALMAR | +0.13 |
| Stopa zwrotu od początku działalności | +112.10% |
| Stopa zwrotu (bieżący rok) | +32.18% |
| Stopa zwrotu (ostatnie 12 miesięcy) | +32.18% |
| Stopa zwrotu (ostatnie 3 lata) | +35.94% |
| Stopa zwrotu (ostatnie 5 lata) | +36.23% |
| Stopa zwrotu (ostatnie 10 lat) | +58.80% |
Rozkład miesięcznych stóp zwrotu
Obsunięcie (dane miesięczne)
Ryzyko / Zysk
Stress test
Web Content Display
