Karta funduszu
PZU Medyczny - 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008 | -2.94% | +3.62% | +1.55% | +3.72% | +0.38% | -5.19% | -0.04% | -1.09% | -2.61% | -3.00% | +1.15% | -1.97% | -6.63% |
| 2009 | -5.71% | -2.50% | +2.07% | +2.71% | -1.78% | -0.97% | -1.99% | +0.77% | +0.69% | -0.23% | +0.76% | -2.08% | -8.22% |
| 2010 | +1.47% | +1.10% | +3.07% | -0.99% | -0.89% | -0.63% | +1.13% | +0.07% | +3.33% | +9.38% | -1.28% | +3.12% | +20.05% |
| 2011 | +1.44% | +3.52% | +0.48% | +0.81% | +1.55% | +2.03% | -1.37% | +4.06% | +5.00% | -0.52% | +6.92% | +1.06% | +27.65% |
| 2012 | +1.61% | -0.30% | +2.60% | +0.54% | +1.43% | +1.33% | -1.57% | +1.93% | -0.21% | -1.03% | -0.41% | -1.28% | +4.62% |
| 2013 | +3.88% | +1.74% | +4.48% | +2.94% | +1.43% | -1.15% | +3.18% | -1.78% | +3.51% | +2.74% | +2.60% | +0.52% | +26.68% |
| 2014 | +3.33% | +5.46% | -1.64% | +0.11% | +1.90% | +1.22% | -0.65% | +2.65% | +2.58% | -0.18% | +1.25% | -1.60% | +15.15% |
| 2015 | +3.91% | +2.90% | +0.70% | -0.07% | +3.21% | -3.13% | +1.85% | -8.01% | -7.37% | +6.45% | +0.98% | -1.49% | -1.15% |
| 2016 | -18.86% | -1.59% | +4.29% | +1.20% | +3.39% | -6.01% | +2.38% | +2.26% | +1.13% | -8.54% | +2.21% | -4.19% | -22.34% |
| 2017 | +4.45% | +5.13% | +1.61% | -1.33% | -5.29% | +6.35% | -0.28% | +2.50% | -0.66% | -7.70% | +2.51% | -3.12% | +3.21% |
| 2018 | -0.28% | -6.82% | -2.11% | -2.68% | +1.78% | -0.11% | +2.15% | -0.15% | -1.19% | -6.39% | +3.39% | -9.90% | -20.92% |
| 2019 | +3.96% | +1.25% | +1.18% | -1.93% | -3.73% | +5.70% | -1.26% | +2.83% | +0.96% | +2.13% | +3.29% | +1.90% | +17.12% |
| 2020 | -0.71% | -8.21% | -4.71% | +7.26% | +1.81% | -1.68% | +5.38% | +1.26% | -1.91% | -5.08% | +5.18% | +2.70% | +0.07% |
| 2021 | +2.59% | -2.16% | +2.41% | +2.71% | +1.48% | +2.80% | +3.44% | +1.51% | -4.41% | +3.72% | -3.26% | +6.03% | +17.62% |
| 2022 | -5.55% | -1.06% | +4.64% | -3.58% | +0.10% | -2.21% | +3.20% | -4.52% | -3.73% | +8.61% | +6.02% | -0.69% | +0.12% |
| 2023 | -0.43% | -4.14% | +3.24% | +3.26% | -2.91% | +3.66% | +0.77% | -0.41% | -2.94% | -2.88% | +4.60% | +4.55% | +5.95% |
| 2024 | +3.72% | +1.73% | +1.75% | -3.22% | +3.91% | ||||||||
Kroczące stopy zwrotu (12 miesięcy)
Kroczące stopy zwrotu (3 lata)
Kroczące stopy zwrotu (5 lat)
Kroczące stopy zwrotu (10 lat)
| Roczna zmienność | +12.53% |
| Średniomiesięczna stopa zwrotu od początku działalności | +0.33% |
| Miesięczna zmienność | +3.62% |
| VAR99 | -8.76% |
| Maksymalna miesięczna strata | -18.86% |
| Maksymalny miesięczny zysk | +9.38% |
| Beta (do WIG20) | +0.22 |
| Beta podczas spadków (do WIG20) | — |
| Maksymalne obsunięcie (miesięcznie) | -43.57% |
| Procent mies. ze stratą | +42.35% |
| Wskaźnik Sharpe'a | +0.32 |
| Wskaźnik CALMAR | +0.09 |
| Stopa zwrotu od początku działalności | +90.77% |
| Stopa zwrotu (bieżący rok) | +3.91% |
| Stopa zwrotu (ostatnie 12 miesięcy) | +8.19% |
| Stopa zwrotu (ostatnie 3 lata) | +22.78% |
| Stopa zwrotu (ostatnie 5 lata) | +45.45% |
| Stopa zwrotu (ostatnie 10 lat) | +2.15% |
Rozkład miesięcznych stóp zwrotu
Obsunięcie (dane miesięczne)
Ryzyko / Zysk
Stress test
Web Content Display
