PKO Papierów Dłużnych USD - wyniki fundusz parasolowy
Sty | Lut | Mar | Kwi | Maj | Cze | Lip | Sie | Wrz | Paź | Lis | Gru | Rok | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2015 | +2.87% | -0.16% | +0.75% | -0.34% | +0.05% | +3.07% | +3.15% | -3.15% | +6.24% | ||||
2016 | +4.11% | -0.27% | -4.66% | +3.65% | +1.41% | +1.68% | +0.29% | -0.31% | -0.93% | +1.77% | +2.71% | -0.16% | +9.37% |
2017 | -2.65% | +1.79% | -2.82% | -1.36% | -2.69% | -0.74% | -1.76% | -0.30% | +1.44% | -0.04% | -2.62% | -2.25% | -13.26% |
2018 | -5.02% | +1.61% | +0.12% | +1.25% | +5.25% | +0.66% | -1.47% | +0.70% | -0.02% | +3.10% | -1.14% | +0.52% | +5.34% |
2019 | +0.05% | +1.50% | +1.41% | +0.67% | +0.39% | -1.38% | +2.21% | +2.95% | +0.34% | -2.63% | +1.64% | -1.62% | +5.52% |
2020 | +1.92% | +0.62% | +3.43% | +0.76% | -2.15% | +0.28% | -5.49% | -0.78% | +4.59% | +2.91% | -6.22% | -1.49% | -2.21% |
2021 | +1.50% | -0.69% | +7.02% | -5.87% | -2.65% | +3.29% | +0.89% | -0.17% | +3.59% | -1.65% | +3.49% | -1.19% | +7.12% |
2022 | +0.41% | +0.31% | -0.84% | +3.09% | -3.24% | +2.76% | +4.86% | +0.74% | +1.68% | -4.15% | -3.40% | -2.41% | -0.64% |
2023 | -0.53% | +1.34% | -2.29% | -2.39% | +1.49% | -3.79% | -2.61% | +2.26% | +5.38% | -4.73% | -3.15% | -0.61% | -9.67% |
2024 | +2.59% | -1.59% | +0.01% | +0.97% |
Roczna zmienność | +8.99% |
Średniomiesięczna stopa zwrotu od początku działalności | +0.06% |
Miesięczna zmienność | +2.60% |
VAR99 | -6.10% |
Maksymalna miesięczna strata | -6.22% |
Maksymalny miesięczny zysk | +7.02% |
Beta (do WIG20) | -0.24 |
Beta podczas spadków (do WIG20) | — |
Maksymalne obsunięcie (miesięcznie) | -18.38% |
Procent mies. ze stratą | +46.73% |
Wskaźnik Sharpe'a | +0.08 |
Wskaźnik CALMAR | +0.04 |
Stopa zwrotu od początku działalności | +6.34% |
Stopa zwrotu (bieżący rok) | +0.97% |
Stopa zwrotu (ostatnie 12 miesięcy) | -7.39% |
Stopa zwrotu (ostatnie 3 lata) | -10.00% |
Stopa zwrotu (ostatnie 5 lata) | -2.73% |
Stopa zwrotu (ostatnie 10 lat) | — |