PKO Akcji Rynków Wschodzących - wyniki fundusz parasolowy
Sty | Lut | Mar | Kwi | Maj | Cze | Lip | Sie | Wrz | Paź | Lis | Gru | Rok | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2015 | -2.45% | -2.06% | -5.00% | -8.54% | -2.14% | +5.63% | -2.83% | -1.78% | -18.11% | ||||
2016 | -6.20% | -0.74% | +9.76% | +0.13% | -1.59% | +2.05% | +4.15% | +0.34% | +1.10% | -0.53% | -5.32% | -0.07% | +2.19% |
2017 | +4.55% | +1.93% | +2.89% | +1.71% | +1.58% | +0.62% | +3.52% | +1.78% | -0.10% | +2.05% | -0.21% | +1.98% | +24.61% |
2018 | +4.80% | -3.57% | -1.75% | -2.23% | -1.81% | -4.72% | +2.10% | -3.96% | -0.46% | -8.35% | +3.90% | -4.01% | -18.98% |
2019 | +10.54% | -0.86% | +1.57% | +2.22% | -3.23% | 0.00% | 0.00% | -4.56% | +1.84% | +3.55% | -0.06% | +7.18% | +18.71% |
2020 | -5.29% | -5.00% | -20.04% | +7.96% | +2.03% | +6.33% | +7.92% | +2.75% | -1.92% | +1.75% | +9.78% | +5.62% | +8.12% |
2021 | +3.86% | +1.48% | -1.78% | +1.84% | +1.28% | +1.00% | -5.87% | +0.90% | -3.64% | +0.93% | -3.94% | +1.50% | -2.87% |
2022 | -1.60% | -3.60% | -3.44% | -6.48% | +0.81% | -5.47% | -0.66% | -0.19% | -11.61% | -2.22% | +13.93% | -0.93% | -21.04% |
2023 | +8.68% | -6.97% | +2.83% | -0.80% | -2.17% | +4.17% | +5.90% | -6.13% | -3.37% | -3.47% | +7.71% | +2.51% | +7.63% |
2024 | -3.06% | +3.84% | +2.24% | +2.92% |
Roczna zmienność | +16.67% |
Średniomiesięczna stopa zwrotu od początku działalności | -0.08% |
Miesięczna zmienność | +4.81% |
VAR99 | -11.14% |
Maksymalna miesięczna strata | -20.04% |
Maksymalny miesięczny zysk | +13.93% |
Beta (do WIG20) | +0.47 |
Beta podczas spadków (do WIG20) | — |
Maksymalne obsunięcie (miesięcznie) | -36.99% |
Procent mies. ze stratą | +49.53% |
Wskaźnik Sharpe'a | — |
Wskaźnik CALMAR | +0.02 |
Stopa zwrotu od początku działalności | -7.89% |
Stopa zwrotu (bieżący rok) | +2.92% |
Stopa zwrotu (ostatnie 12 miesięcy) | +6.54% |
Stopa zwrotu (ostatnie 3 lata) | -17.94% |
Stopa zwrotu (ostatnie 5 lata) | -2.04% |
Stopa zwrotu (ostatnie 10 lat) | — |