PKO Medycyny i Demografii Globalny - wyniki fundusz parasolowy
Sty | Lut | Mar | Kwi | Maj | Cze | Lip | Sie | Wrz | Paź | Lis | Gru | Rok | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2016 | -0.29% | +0.47% | +0.68% | +0.86% | |||||||||
2017 | +1.48% | +3.02% | +1.44% | +1.34% | +1.90% | +0.94% | +0.39% | +0.82% | -0.74% | +0.71% | +1.32% | -0.32% | +12.95% |
2018 | +2.02% | -3.25% | -1.65% | +1.72% | +2.70% | +0.07% | +3.69% | +2.05% | +1.28% | -7.00% | +1.14% | -9.04% | -6.95% |
2019 | +6.62% | +2.07% | +3.00% | +0.92% | -4.00% | +3.43% | +1.30% | +0.78% | -1.22% | +2.28% | +1.92% | +1.29% | +19.61% |
2020 | -0.50% | -5.37% | -11.29% | +10.11% | +4.47% | +0.73% | +1.37% | +2.32% | -3.94% | -4.46% | +10.73% | +3.80% | +5.89% |
2021 | +2.55% | -0.86% | +3.99% | +2.06% | +1.81% | +0.72% | +0.71% | +1.07% | -4.99% | +3.99% | -2.46% | +6.88% | +15.99% |
2022 | -5.41% | -1.78% | +4.41% | -4.24% | +0.02% | -3.25% | +4.46% | -4.36% | -3.75% | +6.75% | +4.66% | -1.67% | -5.03% |
2023 | +0.87% | -3.58% | +2.45% | +2.88% | -2.72% | +3.19% | +1.92% | -0.81% | -3.42% | -4.47% | +5.35% | +4.39% | +5.55% |
2024 | +2.19% | +2.14% | +1.91% | +6.37% |
Roczna zmienność | +12.68% |
Średniomiesięczna stopa zwrotu od początku działalności | +0.57% |
Miesięczna zmienność | +3.66% |
VAR99 | -9.09% |
Maksymalna miesięczna strata | -11.29% |
Maksymalny miesięczny zysk | +10.73% |
Beta (do WIG20) | +0.38 |
Beta podczas spadków (do WIG20) | — |
Maksymalne obsunięcie (miesięcznie) | -16.48% |
Procent mies. ze stratą | +32.22% |
Wskaźnik Sharpe'a | +0.55 |
Wskaźnik CALMAR | +0.42 |
Stopa zwrotu od początku działalności | +66.05% |
Stopa zwrotu (bieżący rok) | +6.37% |
Stopa zwrotu (ostatnie 12 miesięcy) | +12.68% |
Stopa zwrotu (ostatnie 3 lata) | +16.98% |
Stopa zwrotu (ostatnie 5 lata) | +39.75% |
Stopa zwrotu (ostatnie 10 lat) | — |