Karta funduszu
PZU Akcji Krakowiak - wyniki fundusz parasolowy
Skumulowana stopa zwrotu
Procentowe miesięczne stopy zwrotu
Procentowe miesięczne stopy zwrotu
| Sty | Lut | Mar | Kwi | Maj | Cze | Lip | Sie | Wrz | Paź | Lis | Gru | Rok | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1999 | +0.18% | +3.74% | +11.08% | +15.44% | |||||||||
| 2000 | +2.10% | +22.01% | -4.15% | -6.42% | -3.73% | -0.29% | -3.25% | 0.00% | -8.16% | -5.12% | +0.59% | +7.84% | -1.91% |
| 2001 | -1.64% | -8.51% | -4.44% | +3.87% | +1.80% | -2.88% | -1.42% | -0.69% | -2.31% | +10.35% | +1.16% | -1.82% | -7.45% |
| 2002 | +9.46% | -0.96% | -1.41% | +0.75% | +1.46% | -4.86% | -7.10% | +3.44% | -0.36% | +5.09% | +2.78% | -2.49% | +4.82% |
| 2003 | -2.59% | -1.27% | +0.59% | +2.05% | +3.60% | +2.92% | +6.86% | +11.49% | -3.82% | +3.49% | -6.41% | +7.65% | +25.76% |
| 2004 | +3.25% | +4.73% | +4.79% | +2.38% | -2.36% | +2.39% | +0.34% | +2.59% | +2.44% | -2.81% | +0.37% | +3.43% | +23.38% |
| 2005 | -1.50% | +4.72% | -5.68% | -4.92% | +2.43% | +3.24% | +6.99% | +1.26% | +5.51% | -3.92% | +3.87% | +4.13% | +16.19% |
| 2006 | +5.40% | +3.37% | +5.77% | +9.70% | -7.10% | -0.27% | +9.70% | -2.61% | +2.19% | +5.57% | +6.56% | +3.18% | +48.43% |
| 2007 | +6.35% | -2.88% | +6.69% | +2.11% | +8.06% | +4.77% | -4.67% | -5.44% | -0.86% | +3.03% | -9.40% | -0.60% | +5.63% |
| 2008 | -14.73% | +0.73% | +0.73% | -3.08% | -1.84% | -10.12% | +2.05% | -4.40% | -6.86% | -21.98% | -4.91% | +1.59% | -49.33% |
| 2009 | -9.06% | -11.55% | +7.74% | +16.05% | +1.37% | +3.20% | +13.37% | +4.09% | -0.62% | +1.89% | +2.38% | +0.79% | +29.72% |
| 2010 | +0.72% | -2.80% | +9.22% | +1.89% | -3.89% | -4.73% | +5.68% | -0.87% | +5.57% | +2.68% | -1.84% | +4.82% | +16.55% |
| 2011 | -0.85% | +0.79% | +2.10% | +1.63% | -1.34% | -3.73% | -4.40% | -10.66% | -9.00% | +5.39% | -4.31% | -4.41% | -26.21% |
| 2012 | +8.27% | +1.87% | -0.10% | -2.11% | -6.63% | +6.33% | -3.14% | +2.46% | +4.24% | +0.11% | +3.20% | +5.26% | +20.47% |
| 2013 | +0.09% | -1.38% | -4.03% | -3.65% | +9.57% | -6.70% | +4.88% | +4.65% | +4.60% | +6.47% | +0.66% | -6.34% | +7.54% |
| 2014 | -1.84% | +4.61% | -5.09% | -2.05% | -0.61% | -0.13% | -5.64% | +2.94% | +4.33% | -2.39% | -2.36% | -5.70% | -13.69% |
| 2015 | +2.20% | +3.17% | +2.05% | +3.73% | -1.57% | -5.61% | -0.15% | -4.54% | -3.36% | +1.83% | -4.41% | -3.39% | -10.16% |
| 2016 | -6.78% | +3.36% | +7.52% | -0.46% | -2.76% | -3.72% | +3.91% | +4.45% | -2.03% | +5.66% | -1.68% | +3.66% | +10.56% |
| 2017 | +5.78% | +6.09% | -0.33% | +0.85% | -2.90% | +1.83% | +2.58% | +0.12% | -1.60% | -1.73% | -3.12% | +1.79% | +9.25% |
| 2018 | +1.69% | -6.73% | -4.34% | +0.12% | -3.26% | -3.65% | +3.71% | -2.87% | -4.01% | -5.15% | +1.79% | -2.72% | -23.11% |
| 2019 | +4.55% | -1.78% | -1.23% | -0.41% | -3.33% | +2.57% | -0.90% | -7.44% | +4.33% | +0.24% | -0.05% | -0.50% | -4.45% |
| 2020 | -2.18% | -12.38% | -14.63% | +9.57% | +1.53% | +2.26% | +4.89% | +1.79% | -3.80% | -7.78% | +12.16% | +7.54% | -4.90% |
| 2021 | -0.28% | -1.75% | +1.79% | +4.76% | +6.24% | -1.20% | +2.54% | +2.23% | -2.92% | +2.96% | -7.36% | +1.42% | +7.94% |
| 2022 | -3.72% | -7.54% | +5.04% | -9.71% | -1.54% | -6.01% | +2.03% | -8.04% | -8.15% | +7.05% | +9.82% | +1.20% | -19.88% |
| 2023 | +5.73% | -0.71% | -0.33% | +5.50% | +0.45% | +7.70% | +6.76% | -4.26% | -4.09% | +7.40% | +6.11% | +6.30% | +41.85% |
| 2024 | -0.75% | +5.90% | +0.63% | +5.77% | |||||||||
Kroczące stopy zwrotu (12 miesięcy)
Kroczące stopy zwrotu (3 lata)
Kroczące stopy zwrotu (5 lat)
Kroczące stopy zwrotu (10 lat)
| Roczna zmienność | +18.30% |
| Średniomiesięczna stopa zwrotu od początku działalności | +0.22% |
| Miesięczna zmienność | +5.28% |
| VAR99 | -12.53% |
| Maksymalna miesięczna strata | -21.98% |
| Maksymalny miesięczny zysk | +22.01% |
| Beta (do WIG20) | +0.71 |
| Beta podczas spadków (do WIG20) | — |
| Maksymalne obsunięcie (miesięcznie) | -71.12% |
| Procent mies. ze stratą | +46.94% |
| Wskaźnik Sharpe'a | +0.15 |
| Wskaźnik CALMAR | +0.04 |
| Stopa zwrotu od początku działalności | +93.09% |
| Stopa zwrotu (bieżący rok) | +5.77% |
| Stopa zwrotu (ostatnie 12 miesięcy) | +43.38% |
| Stopa zwrotu (ostatnie 3 lata) | +30.13% |
| Stopa zwrotu (ostatnie 5 lata) | +16.24% |
| Stopa zwrotu (ostatnie 10 lat) | -12.89% |
Rozkład miesięcznych stóp zwrotu
Obsunięcie (dane miesięczne)
Ryzyko / Zysk
Stress test
Web Content Display
