PKO Akcji Rynku Polskiego - wyniki fundusz parasolowy
Sty | Lut | Mar | Kwi | Maj | Cze | Lip | Sie | Wrz | Paź | Lis | Gru | Rok | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2015 | -1.22% | -2.35% | -3.08% | -8.95% | -0.90% | +5.89% | -2.32% | +0.28% | -12.51% | ||||
2016 | -6.98% | -1.29% | +8.28% | 0.00% | -0.45% | +1.24% | +4.52% | +0.75% | +1.96% | -2.54% | -2.71% | -1.36% | +0.62% |
2017 | +4.27% | +1.74% | +2.73% | +1.25% | +1.87% | +0.88% | +3.28% | +0.78% | +0.02% | +2.61% | +0.31% | +2.46% | +24.49% |
2018 | +4.20% | -3.78% | -1.47% | -1.14% | -1.26% | -3.51% | +1.92% | -3.21% | -0.93% | -7.98% | +4.33% | -3.83% | -16.04% |
2019 | +9.68% | -0.18% | -0.61% | +1.97% | -5.20% | +4.01% | -1.15% | -5.11% | +0.94% | +0.80% | -0.94% | +0.43% | +3.89% |
2020 | -2.40% | -13.66% | -15.90% | +10.23% | +3.82% | +2.31% | +0.82% | +2.43% | -4.41% | -10.96% | +19.62% | +7.85% | -5.90% |
2021 | -0.60% | -0.02% | +1.40% | +4.51% | +9.51% | -0.71% | +2.26% | +5.23% | -1.03% | +5.16% | -8.30% | +2.20% | +20.20% |
2022 | -2.83% | -9.62% | +6.06% | -11.87% | -0.60% | -7.48% | +2.94% | -10.05% | -8.69% | +10.41% | +11.96% | +2.60% | -19.05% |
2023 | +6.17% | -2.34% | -3.23% | +7.55% | -1.33% | +8.52% | +8.34% | -5.73% | -4.97% | +10.08% | +3.91% | +6.85% | +37.06% |
2024 | -2.87% | +6.21% | +0.84% | +2.13% | +1.98% | +2.63% | -5.11% | +5.52% |
Roczna zmienność | +19.34% |
Średniomiesięczna stopa zwrotu od początku działalności | +0.21% |
Miesięczna zmienność | +5.58% |
VAR99 | -13.22% |
Maksymalna miesięczna strata | -15.90% |
Maksymalny miesięczny zysk | +19.62% |
Beta (do WIG20) | +0.80 |
Beta podczas spadków (do WIG20) | +0.97 |
Maksymalne obsunięcie (miesięcznie) | -40.67% |
Procent mies. ze stratą | +45.95% |
Wskaźnik Sharpe'a | +0.13 |
Wskaźnik CALMAR | +0.06 |
Stopa zwrotu od początku działalności | +26.57% |
Stopa zwrotu (bieżący rok) | +5.52% |
Stopa zwrotu (ostatnie 12 miesięcy) | +15.53% |
Stopa zwrotu (ostatnie 3 lata) | +20.17% |
Stopa zwrotu (ostatnie 5 lata) | +27.20% |
Stopa zwrotu (ostatnie 10 lat) | — |