PKO Akcji Rynku Złota - wyniki fundusz parasolowy
Sty | Lut | Mar | Kwi | Maj | Cze | Lip | Sie | Wrz | Paź | Lis | Gru | Rok | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2015 | -2.75% | -5.45% | -20.72% | +0.97% | -1.93% | +8.92% | -8.06% | -0.61% | -28.15% | ||||
2016 | +6.57% | +30.13% | +0.88% | +29.24% | -7.99% | +22.53% | +8.17% | -14.49% | +0.58% | -4.91% | -13.51% | +0.75% | +57.13% |
2017 | +13.00% | -3.20% | -3.67% | -3.58% | -1.19% | -2.41% | +1.19% | +6.26% | -6.93% | -1.66% | +0.87% | +4.08% | +1.23% |
2018 | -4.80% | -6.53% | +3.25% | +1.33% | +3.24% | +1.40% | -2.37% | -12.31% | +0.02% | +1.50% | -3.35% | +13.16% | -7.36% |
2019 | +8.45% | +1.94% | -0.80% | -6.82% | +2.40% | +16.90% | +6.46% | +12.75% | -10.09% | +7.20% | -1.55% | +10.57% | +54.05% |
2020 | -0.42% | -11.98% | -15.83% | +45.00% | +7.44% | +6.74% | +17.41% | -1.63% | -8.87% | -3.27% | -6.93% | +10.38% | +28.29% |
2021 | -8.10% | -9.54% | +0.78% | +4.12% | +13.88% | -12.17% | +1.57% | -5.10% | -12.23% | +10.04% | -0.77% | -0.86% | -20.09% |
2022 | -4.30% | +14.07% | +7.77% | -6.16% | -9.34% | -12.91% | -2.83% | -9.17% | +4.18% | -1.54% | +15.84% | +1.88% | -6.87% |
2023 | +8.58% | -12.12% | +16.38% | +3.13% | -6.98% | -2.54% | +2.78% | -5.08% | -7.38% | +3.65% | +8.62% | +2.88% | +8.67% |
2024 | -10.60% | -6.16% | +15.09% | -3.44% |
Roczna zmienność | +35.20% |
Średniomiesięczna stopa zwrotu od początku działalności | +0.46% |
Miesięczna zmienność | +10.16% |
VAR99 | -24.13% |
Maksymalna miesięczna strata | -20.72% |
Maksymalny miesięczny zysk | +45.00% |
Beta (do WIG20) | +0.41 |
Beta podczas spadków (do WIG20) | — |
Maksymalne obsunięcie (miesięcznie) | -45.24% |
Procent mies. ze stratą | +50.47% |
Wskaźnik Sharpe'a | +0.16 |
Wskaźnik CALMAR | +0.13 |
Stopa zwrotu od początku działalności | +63.41% |
Stopa zwrotu (bieżący rok) | -3.44% |
Stopa zwrotu (ostatnie 12 miesięcy) | -5.53% |
Stopa zwrotu (ostatnie 3 lata) | -6.79% |
Stopa zwrotu (ostatnie 5 lata) | +40.73% |
Stopa zwrotu (ostatnie 10 lat) | — |