PKO Akcji Dywidendowych Globalny - wyniki fundusz parasolowy
Sty | Lut | Mar | Kwi | Maj | Cze | Lip | Sie | Wrz | Paź | Lis | Gru | Rok | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2015 | +0.01% | +0.02% | +0.14% | +3.34% | -2.93% | +7.02% | +1.21% | -2.58% | +6.03% | ||||
2016 | -3.70% | -1.90% | +2.21% | +0.89% | +2.20% | -3.86% | +2.48% | +0.37% | -0.37% | +0.45% | +0.49% | +5.19% | +4.15% |
2017 | -1.58% | +2.72% | +2.88% | +1.45% | +0.94% | -1.68% | -0.35% | -0.70% | +3.87% | +1.80% | -1.62% | -1.33% | +6.36% |
2018 | +1.63% | -3.55% | -1.98% | +4.02% | +0.55% | -1.64% | +2.92% | -2.03% | +0.22% | -5.11% | -0.06% | -6.80% | -11.71% |
2019 | +7.14% | +3.68% | +1.28% | +3.98% | -4.54% | +4.24% | +0.17% | -1.27% | +3.76% | +1.13% | +2.31% | +1.61% | +25.56% |
2020 | -1.55% | -8.24% | -18.23% | +7.25% | +4.01% | +3.33% | +0.41% | +3.34% | -2.36% | -5.74% | +17.09% | +2.13% | -2.75% |
2021 | -2.10% | +5.01% | +4.92% | +0.94% | +2.33% | -0.45% | +0.38% | +1.12% | -2.15% | +1.89% | -4.33% | +6.44% | +14.28% |
2022 | -0.17% | -5.07% | -1.01% | -1.39% | +3.08% | -9.33% | +3.95% | -2.35% | -4.82% | +8.98% | +6.68% | -1.65% | -4.49% |
2023 | +7.80% | +2.60% | -3.05% | +2.66% | -3.19% | +4.45% | +2.87% | -1.04% | -0.35% | -2.67% | +4.66% | +2.61% | +18.02% |
2024 | +0.02% | +0.81% | +6.19% | +1.51% | +8.69% |
Roczna zmienność | +14.54% |
Średniomiesięczna stopa zwrotu od początku działalności | +0.53% |
Miesięczna zmienność | +4.20% |
VAR99 | -10.31% |
Maksymalna miesięczna strata | -18.23% |
Maksymalny miesięczny zysk | +17.09% |
Beta (do WIG20) | +0.45 |
Beta podczas spadków (do WIG20) | — |
Maksymalne obsunięcie (miesięcznie) | -26.13% |
Procent mies. ze stratą | +39.81% |
Wskaźnik Sharpe'a | +0.45 |
Wskaźnik CALMAR | +0.25 |
Stopa zwrotu od początku działalności | +77.29% |
Stopa zwrotu (bieżący rok) | +8.69% |
Stopa zwrotu (ostatnie 12 miesięcy) | +16.53% |
Stopa zwrotu (ostatnie 3 lata) | +28.60% |
Stopa zwrotu (ostatnie 5 lata) | +46.16% |
Stopa zwrotu (ostatnie 10 lat) | — |