IPOPEMA Zrównoważony Inwestycji Globalnych kat. B - wyniki fundusz parasolowy
Sty | Lut | Mar | Kwi | Maj | Cze | Lip | Sie | Wrz | Paź | Lis | Gru | Rok | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2013 | -0.68% | +3.49% | +3.45% | -7.52% | +8.39% | -5.29% | -2.57% | -1.64% | -7.41% | -3.26% | +8.61% | -5.89% | |
2014 | +0.80% | -6.85% | +3.15% | +0.75% | +0.49% | +0.21% | +2.09% | -3.31% | -4.14% | +2.26% | +1.58% | +3.93% | +0.38% |
2015 | -1.14% | -0.92% | -1.54% | -5.63% | +2.77% | +4.47% | +3.31% | +2.66% | +2.40% | +0.27% | +6.17% | +3.31% | +16.73% |
2016 | +3.82% | -2.48% | -9.12% | +4.75% | +3.65% | +0.74% | -1.47% | -2.17% | +3.08% | -5.25% | +0.32% | -8.29% | -12.85% |
2017 | -5.67% | -7.68% | +0.28% | -8.76% | +3.94% | -1.26% | -4.12% | -5.97% | +1.45% | -2.69% | +4.26% | -0.96% | -24.86% |
2018 | -4.57% | +7.18% | +5.58% | -3.57% | +5.88% | +1.58% | -8.62% | -2.58% | +1.67% | +6.44% | -6.71% | +1.30% | +1.97% |
2019 | -5.41% | +1.89% | +0.55% | -0.79% | +3.57% | -4.23% | +0.72% | +5.13% | -2.43% | -0.82% | +1.59% | +0.41% | -0.32% |
2020 | +4.20% | +15.82% | +7.37% | -8.50% | -5.55% | -2.18% | -0.10% | -2.35% | +3.83% | +11.89% | -18.26% | -9.60% | -8.26% |
2021 | +1.55% | +1.36% | -1.42% | -5.06% | -9.83% | +0.03% | -2.19% | -5.37% | +1.33% | -5.30% | +8.90% | -3.19% | -18.63% |
2022 | +1.34% | +7.33% | -7.60% | +14.43% | +1.30% | +8.53% | -1.94% | +11.98% | +9.16% | -10.28% | -13.17% | -3.35% | +14.11% |
2023 | -5.68% | +3.84% | +4.91% | -8.86% | +2.17% | -7.59% | +0.12% | -11.47% |
Roczna zmienność | +19.45% |
Średniomiesięczna stopa zwrotu od początku działalności | -0.47% |
Miesięczna zmienność | +5.61% |
VAR99 | -12.61% |
Maksymalna miesięczna strata | -18.26% |
Maksymalny miesięczny zysk | +15.82% |
Beta (do WIG20) | -0.94 |
Beta podczas spadków (do WIG20) | — |
Maksymalne obsunięcie (miesięcznie) | -54.59% |
Procent mies. ze stratą | +47.62% |
Wskaźnik Sharpe'a | — |
Wskaźnik CALMAR | +0.10 |
Stopa zwrotu od początku działalności | -44.64% |
Stopa zwrotu (bieżący rok) | -11.47% |
Stopa zwrotu (ostatnie 12 miesięcy) | -18.52% |
Stopa zwrotu (ostatnie 3 lata) | -31.09% |
Stopa zwrotu (ostatnie 5 lata) | -25.11% |
Stopa zwrotu (ostatnie 10 lat) | -45.15% |