IPOPEMA Aktywnej Selekcji kat.B - wyniki fundusz parasolowy
Sty | Lut | Mar | Kwi | Maj | Cze | Lip | Sie | Wrz | Paź | Lis | Gru | Rok | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2012 | +1.98% | +0.45% | -2.10% | -1.68% | -1.24% | +2.48% | -3.70% | +1.21% | +1.99% | +2.92% | +0.96% | +3.09% | |
2013 | +3.65% | +2.04% | +0.85% | +0.10% | +0.94% | +0.03% | +1.20% | +0.76% | +1.35% | +0.75% | +0.03% | -0.02% | +12.25% |
2014 | -1.87% | +1.62% | +0.10% | -0.80% | +0.45% | -0.67% | -0.98% | -0.97% | +0.56% | +0.98% | +0.44% | -0.38% | -1.56% |
2015 | +1.01% | +0.67% | +0.43% | -0.03% | -0.20% | -1.89% | +1.46% | -1.83% | -2.18% | +2.77% | +0.19% | -0.59% | -0.32% |
2016 | -2.98% | +0.62% | +1.33% | -0.13% | -0.23% | +0.55% | +0.56% | +1.02% | +0.14% | +0.17% | -1.15% | +0.91% | +0.72% |
2017 | -0.01% | +0.26% | +0.74% | -0.04% | +0.52% | +0.25% | +0.30% | +0.26% | -0.32% | -1.11% | -0.40% | +0.85% | +1.28% |
2018 | +0.42% | -0.58% | -1.77% | +1.03% | -1.78% | -1.36% | +3.66% | -2.13% | -0.79% | -3.57% | +3.18% | +0.11% | -3.77% |
2019 | +2.99% | -0.75% | +0.18% | +0.12% | -1.32% | +2.46% | +0.20% | -1.82% | +0.30% | +0.21% | +0.32% | +0.84% | +3.69% |
2020 | +0.29% | -5.44% | -7.88% | +6.16% | +3.14% | +0.87% | +1.24% | +1.38% | -1.56% | -0.27% | +7.22% | +3.23% | +7.62% |
2021 | +1.70% | +0.83% | +1.01% | +2.08% | +1.41% | +1.08% | +1.04% | +1.09% | -0.91% | -1.55% | -5.98% | +0.31% | +1.84% |
2022 | -1.34% | -5.85% | +2.02% | -2.91% | +1.05% | -4.21% | +2.41% | -0.71% | -3.39% | +2.77% | +5.43% | +0.11% | -5.10% |
2023 | +6.04% | +0.05% | +3.01% | +0.43% | +1.20% | +1.49% | +2.49% | -0.91% | -0.54% | +0.63% | +4.75% | +3.23% | +23.90% |
2024 | +0.66% | +1.15% | +1.07% | +1.02% | +1.16% | +5.17% |
Roczna zmienność | +7.35% |
Średniomiesięczna stopa zwrotu od początku działalności | +0.30% |
Miesięczna zmienność | +2.12% |
VAR99 | -5.24% |
Maksymalna miesięczna strata | -7.88% |
Maksymalny miesięczny zysk | +7.22% |
Beta (do WIG20) | +0.24 |
Beta podczas spadków (do WIG20) | — |
Maksymalne obsunięcie (miesięcznie) | -19.50% |
Procent mies. ze stratą | +34.46% |
Wskaźnik Sharpe'a | +0.50 |
Wskaźnik CALMAR | +0.19 |
Stopa zwrotu od początku działalności | +56.66% |
Stopa zwrotu (bieżący rok) | +5.17% |
Stopa zwrotu (ostatnie 12 miesięcy) | +17.32% |
Stopa zwrotu (ostatnie 3 lata) | +17.45% |
Stopa zwrotu (ostatnie 5 lata) | +38.90% |
Stopa zwrotu (ostatnie 10 lat) | +36.10% |