Karta funduszu
PKO Akcji Polskich Plus - 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | +0.12% | +10.05% | +3.67% | -1.02% | +2.00% | +4.99% | -2.40% | +2.18% | +20.73% | ||||
| 2008 | -14.19% | +1.23% | -2.79% | -4.56% | +0.04% | -14.10% | -0.36% | -2.92% | -10.48% | -26.66% | -5.61% | -3.99% | -60.14% |
| 2009 | -6.30% | -9.47% | +10.83% | +14.83% | +5.00% | +0.18% | +5.42% | +4.03% | -0.67% | +0.40% | -0.15% | +0.82% | +25.04% |
| 2010 | +1.11% | -1.78% | +9.07% | +2.30% | -3.04% | -4.04% | +6.00% | -1.38% | +6.88% | +2.15% | -1.48% | +4.04% | +20.61% |
| 2011 | -1.24% | +0.49% | +1.18% | +1.72% | -0.47% | -2.74% | -2.76% | -10.10% | -7.54% | +7.19% | -3.93% | -3.25% | -20.38% |
| 2012 | +7.75% | +1.46% | -0.09% | -2.66% | -6.01% | +6.62% | -1.40% | +2.44% | +3.18% | -0.16% | +2.28% | +4.04% | +17.98% |
| 2013 | +0.84% | -1.09% | -2.78% | -0.92% | +6.63% | -4.51% | +4.03% | +2.59% | +3.78% | +5.86% | +2.11% | -2.96% | +13.66% |
| 2014 | -1.37% | +3.59% | -2.29% | -0.81% | +1.08% | -0.75% | -2.78% | +3.03% | +2.65% | +0.03% | +0.24% | -2.02% | +0.35% |
| 2015 | +2.03% | +3.00% | +1.30% | +2.34% | +0.71% | -3.39% | -0.53% | -3.37% | -2.21% | +2.52% | -2.69% | -2.72% | -3.31% |
| 2016 | -4.34% | +2.24% | +6.30% | -2.35% | -1.87% | -2.58% | +4.44% | +2.43% | -1.91% | +2.32% | +1.10% | +4.97% | +10.59% |
| 2017 | +4.67% | +3.28% | +0.34% | +4.41% | -0.22% | +0.16% | +2.13% | +1.69% | +0.34% | +1.46% | -2.17% | +0.94% | +18.15% |
| 2018 | +3.14% | -5.40% | -4.15% | +1.64% | -4.58% | -0.89% | +5.52% | +0.30% | -1.94% | -4.78% | +3.14% | -2.57% | -10.73% |
| 2019 | +5.45% | -1.02% | -1.20% | +2.16% | -5.25% | +3.86% | -1.36% | -4.81% | +1.53% | +0.82% | -0.38% | -0.32% | -1.05% |
| 2020 | -3.08% | -11.77% | -15.59% | +8.69% | +4.48% | +3.07% | +1.31% | +1.75% | -4.12% | -10.03% | +17.77% | +7.71% | -4.71% |
| 2021 | -0.71% | +0.04% | +2.67% | +4.18% | +8.74% | -0.55% | +2.70% | +4.00% | -1.33% | +4.91% | -6.90% | +2.09% | +20.71% |
| 2022 | -2.47% | -9.00% | +4.97% | -9.76% | -0.02% | -6.55% | +2.00% | -7.45% | -7.88% | +8.87% | +10.90% | +1.83% | -16.01% |
| 2023 | +6.26% | -1.56% | -2.28% | +6.61% | -0.71% | +8.03% | +6.37% | -4.69% | -4.11% | +8.77% | +4.37% | +6.05% | +36.79% |
| 2024 | -1.87% | +5.08% | +0.31% | +2.55% | +6.08% | ||||||||
Kroczące stopy zwrotu (12 miesięcy)
Kroczące stopy zwrotu (3 lata)
Kroczące stopy zwrotu (5 lat)
Kroczące stopy zwrotu (10 lat)
| Roczna zmienność | +18.17% |
| Średniomiesięczna stopa zwrotu od początku działalności | +0.10% |
| Miesięczna zmienność | +5.24% |
| VAR99 | -12.32% |
| Maksymalna miesięczna strata | -26.66% |
| Maksymalny miesięczny zysk | +17.77% |
| Beta (do WIG20) | +0.78 |
| Beta podczas spadków (do WIG20) | — |
| Maksymalne obsunięcie (miesięcznie) | -66.28% |
| Procent mies. ze stratą | +46.08% |
| Wskaźnik Sharpe'a | +0.06 |
| Wskaźnik CALMAR | +0.02 |
| Stopa zwrotu od początku działalności | +21.63% |
| Stopa zwrotu (bieżący rok) | +6.08% |
| Stopa zwrotu (ostatnie 12 miesięcy) | +33.16% |
| Stopa zwrotu (ostatnie 3 lata) | +38.48% |
| Stopa zwrotu (ostatnie 5 lata) | +31.66% |
| Stopa zwrotu (ostatnie 10 lat) | +58.54% |
Rozkład miesięcznych stóp zwrotu
Obsunięcie (dane miesięczne)
Ryzyko / Zysk
Stress test
Web Content Display
