IPOPEMA Globalnych Megatrendów kat. B - wyniki fundusz parasolowy
Sty | Lut | Mar | Kwi | Maj | Cze | Lip | Sie | Wrz | Paź | Lis | Gru | Rok | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2015 | 0.00% | +3.86% | +1.99% | -2.06% | +3.75% | ||||||||
2016 | -8.13% | -1.37% | +5.68% | -1.02% | +1.93% | -5.20% | +5.93% | +1.21% | +3.38% | -0.80% | +2.52% | +2.04% | +5.35% |
2017 | +2.72% | +4.03% | +4.81% | +2.79% | +2.96% | +0.27% | +2.92% | +0.66% | +2.92% | +0.92% | -1.19% | +0.17% | +26.57% |
2018 | +5.98% | -2.32% | -3.30% | -0.28% | +4.37% | -1.99% | +0.66% | +1.36% | -0.85% | -9.68% | -3.63% | -7.94% | -17.23% |
2019 | +10.79% | +1.73% | +1.97% | +4.55% | -6.91% | +5.07% | +1.21% | -3.02% | -1.04% | +3.94% | +4.15% | +2.02% | +26.07% |
2020 | +1.63% | -5.47% | -9.66% | +11.76% | +6.27% | +3.92% | +4.00% | +5.21% | -1.91% | -1.85% | +7.47% | +1.21% | +22.74% |
2021 | +2.32% | +0.30% | -4.14% | +3.05% | -2.75% | +9.99% | +0.75% | +1.43% | -3.08% | +7.85% | -2.96% | -6.74% | +4.83% |
2022 | -15.37% | -2.85% | +1.87% | -19.38% | -12.88% | -4.14% | +14.36% | +1.14% | -10.42% | -3.85% | -0.30% | -10.21% | -49.70% |
2023 | +8.07% | +0.32% | +0.73% | -6.84% | +7.97% | +0.52% | +2.36% | -5.29% | -6.55% | -10.89% | +20.43% | +11.97% | +20.18% |
2024 | -2.65% | +6.07% | -2.20% | +0.99% |
Roczna zmienność | +20.91% |
Średniomiesięczna stopa zwrotu od początku działalności | +0.12% |
Miesięczna zmienność | +6.04% |
VAR99 | -14.19% |
Maksymalna miesięczna strata | -19.38% |
Maksymalny miesięczny zysk | +20.43% |
Beta (do WIG20) | +0.35 |
Beta podczas spadków (do WIG20) | — |
Maksymalne obsunięcie (miesięcznie) | -59.43% |
Procent mies. ze stratą | +40.78% |
Wskaźnik Sharpe'a | +0.07 |
Wskaźnik CALMAR | +0.02 |
Stopa zwrotu od początku działalności | +13.38% |
Stopa zwrotu (bieżący rok) | +0.99% |
Stopa zwrotu (ostatnie 12 miesięcy) | +11.14% |
Stopa zwrotu (ostatnie 3 lata) | -34.95% |
Stopa zwrotu (ostatnie 5 lata) | -13.84% |
Stopa zwrotu (ostatnie 10 lat) | — |