Karta funduszu
PKO Technologii i Innowacji Globalny - 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2010 | +1.36% | -1.73% | -2.16% | +3.69% | -1.80% | +1.97% | +5.29% | +2.31% | +2.09% | +11.28% | |||
| 2011 | +2.70% | +2.46% | -1.13% | +0.66% | -0.49% | -2.32% | -1.92% | -6.38% | -4.26% | +4.92% | +0.41% | -2.43% | -8.02% |
| 2012 | +5.61% | +3.40% | +2.92% | -2.35% | -5.00% | +0.22% | -2.81% | +1.12% | +0.56% | -0.93% | +0.15% | +1.80% | +4.31% |
| 2013 | +7.32% | +3.73% | +0.66% | -0.99% | +7.22% | -1.35% | +2.23% | +1.23% | +1.94% | +1.35% | +2.24% | +0.42% | +28.82% |
| 2014 | -3.16% | +5.57% | +1.01% | -0.43% | +3.51% | +0.80% | -2.49% | +2.72% | -2.67% | +2.08% | +3.66% | +1.53% | +12.37% |
| 2015 | +2.31% | +5.28% | +1.29% | +0.34% | +5.92% | -3.77% | -0.49% | -4.69% | -2.50% | +9.41% | +2.70% | -3.43% | +11.96% |
| 2016 | -8.39% | +4.24% | +4.88% | -4.46% | +5.71% | -0.83% | +7.85% | +2.78% | +0.28% | -2.72% | +5.07% | +1.03% | +15.15% |
| 2017 | +3.63% | +3.09% | +3.42% | +1.66% | +3.15% | -1.37% | +1.88% | +1.53% | +0.45% | +4.52% | +1.26% | +0.11% | +25.79% |
| 2018 | +4.46% | -1.13% | -2.64% | +1.64% | +4.45% | +0.43% | +1.34% | +4.88% | +0.13% | -8.74% | -0.76% | -7.68% | -4.60% |
| 2019 | +7.38% | +2.49% | +3.55% | +4.33% | -7.96% | +4.04% | +2.25% | -1.48% | -0.20% | +2.99% | +2.16% | +1.36% | +22.08% |
| 2020 | +1.92% | -4.90% | -12.45% | +11.51% | +6.42% | +4.38% | +3.33% | +5.38% | -4.56% | -3.22% | +10.21% | +4.67% | +21.94% |
| 2021 | +4.21% | -0.90% | +1.97% | +3.72% | +0.35% | +2.41% | +0.48% | +2.62% | -5.50% | +5.04% | +0.13% | +3.17% | +18.71% |
| 2022 | -7.89% | -4.22% | +2.26% | -10.23% | +0.27% | -9.11% | +11.83% | -4.17% | -9.19% | +4.20% | +6.25% | -6.23% | -25.44% |
| 2023 | +9.61% | -0.88% | +6.30% | -0.53% | +4.75% | +4.48% | +2.19% | -2.03% | -4.54% | -1.88% | +9.34% | +4.59% | +34.84% |
| 2024 | +2.71% | +4.60% | +1.52% | +9.07% | |||||||||
Kroczące stopy zwrotu (12 miesięcy)
Kroczące stopy zwrotu (3 lata)
Kroczące stopy zwrotu (5 lat)
Kroczące stopy zwrotu (10 lat)
| Roczna zmienność | +14.59% |
| Średniomiesięczna stopa zwrotu od początku działalności | +0.92% |
| Miesięczna zmienność | +4.21% |
| VAR99 | -10.73% |
| Maksymalna miesięczna strata | -12.45% |
| Maksymalny miesięczny zysk | +11.83% |
| Beta (do WIG20) | +0.42 |
| Beta podczas spadków (do WIG20) | — |
| Maksymalne obsunięcie (miesięcznie) | -28.17% |
| Procent mies. ze stratą | +33.33% |
| Wskaźnik Sharpe'a | +0.79 |
| Wskaźnik CALMAR | +0.41 |
| Stopa zwrotu od początku działalności | +363.39% |
| Stopa zwrotu (bieżący rok) | +9.07% |
| Stopa zwrotu (ostatnie 12 miesięcy) | +27.33% |
| Stopa zwrotu (ostatnie 3 lata) | +23.61% |
| Stopa zwrotu (ostatnie 5 lata) | +70.05% |
| Stopa zwrotu (ostatnie 10 lat) | +226.25% |
Rozkład miesięcznych stóp zwrotu
Obsunięcie (dane miesięczne)
Ryzyko / Zysk
Stress test
Web Content Display
