PKO Akcji Rynku Amerykańskiego - wyniki fundusz parasolowy
Sty | Lut | Mar | Kwi | Maj | Cze | Lip | Sie | Wrz | Paź | Lis | Gru | Rok | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2015 | +0.01% | +0.02% | +0.14% | -6.08% | -3.11% | +6.89% | -0.04% | -0.84% | -3.43% | ||||
2016 | -6.98% | +1.91% | +4.62% | +0.11% | +1.60% | -0.92% | +3.16% | -0.09% | -0.30% | -1.92% | +3.77% | +0.70% | +5.27% |
2017 | +0.54% | +2.60% | -0.99% | +0.39% | +0.23% | +0.04% | +0.75% | -0.55% | +1.61% | +1.28% | +1.57% | +1.32% | +9.09% |
2018 | +3.15% | -2.53% | -3.25% | +0.85% | +2.85% | -0.14% | +2.77% | +2.19% | +0.27% | -5.57% | +1.22% | -9.89% | -8.60% |
2019 | +9.40% | +3.43% | +1.62% | +3.69% | -5.78% | +5.87% | +1.97% | -1.64% | +1.71% | +1.76% | +3.67% | +2.33% | +30.97% |
2020 | -0.08% | -8.49% | -15.22% | +11.89% | +4.07% | +1.54% | +5.28% | +6.91% | -3.65% | -2.98% | +10.37% | +3.28% | +9.94% |
2021 | -0.57% | +2.45% | +3.89% | +5.08% | +0.49% | +2.04% | +2.26% | +2.87% | -4.62% | +6.57% | -0.39% | +4.37% | +26.76% |
2022 | -6.07% | -2.31% | +3.83% | -7.93% | -0.70% | -8.12% | +8.95% | -3.45% | -9.15% | +7.63% | +4.18% | -4.58% | -18.17% |
2023 | +6.18% | -2.30% | +3.12% | +1.93% | +0.44% | +6.53% | +3.12% | -1.53% | -4.72% | -2.59% | +8.86% | +4.70% | +25.33% |
2024 | +1.49% | +4.98% | +3.05% | +9.79% |
Roczna zmienność | +15.46% |
Średniomiesięczna stopa zwrotu od początku działalności | +0.69% |
Miesięczna zmienność | +4.46% |
VAR99 | -11.09% |
Maksymalna miesięczna strata | -15.22% |
Maksymalny miesięczny zysk | +11.89% |
Beta (do WIG20) | +0.46 |
Beta podczas spadków (do WIG20) | — |
Maksymalne obsunięcie (miesięcznie) | -23.52% |
Procent mies. ze stratą | +35.51% |
Wskaźnik Sharpe'a | +0.55 |
Wskaźnik CALMAR | +0.36 |
Stopa zwrotu od początku działalności | +108.30% |
Stopa zwrotu (bieżący rok) | +9.79% |
Stopa zwrotu (ostatnie 12 miesięcy) | +28.62% |
Stopa zwrotu (ostatnie 3 lata) | +34.86% |
Stopa zwrotu (ostatnie 5 lata) | +78.72% |
Stopa zwrotu (ostatnie 10 lat) | — |