Karta funduszu
PZU SEJF+ - 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 | +0.38% | -0.44% | +1.50% | +0.95% | +2.40% | ||||||||
| 2009 | +0.33% | -0.74% | +0.33% | +0.31% | +0.10% | +0.49% | +0.33% | +0.04% | +0.21% | +0.17% | +0.15% | +0.29% | +2.03% |
| 2010 | +0.13% | +0.06% | +0.06% | +0.15% | +0.02% | -0.02% | +0.10% | +0.63% | +0.09% | -0.13% | -0.09% | +0.09% | +1.09% |
| 2011 | -0.45% | +0.19% | +0.46% | +0.59% | +0.38% | +0.49% | +0.04% | +0.41% | -1.09% | +1.14% | -0.69% | -0.04% | +1.40% |
| 2012 | +1.27% | +0.22% | +0.07% | +0.11% | -0.29% | +0.66% | +0.49% | +0.36% | +0.54% | +0.56% | +1.60% | +1.29% | +7.09% |
| 2013 | +0.26% | -0.02% | +0.36% | +0.83% | -0.02% | -0.50% | +0.71% | 0.00% | +0.34% | +0.96% | -0.39% | +0.31% | +2.87% |
| 2014 | -0.07% | +0.15% | +0.30% | +0.44% | +0.59% | +0.47% | +0.07% | +0.32% | +0.31% | +0.25% | +0.43% | -0.39% | +2.90% |
| 2015 | +0.81% | +0.10% | +0.07% | -0.20% | +0.28% | -0.18% | +0.23% | +0.05% | +0.07% | +0.47% | +0.15% | +0.02% | +1.86% |
| 2016 | -0.08% | -0.29% | +0.36% | -0.40% | +0.05% | +0.47% | +0.26% | +0.43% | -0.37% | +0.24% | -0.18% | +0.56% | +1.05% |
| 2017 | +0.24% | -0.21% | +0.13% | +0.19% | +0.65% | +0.13% | +0.17% | +0.21% | +0.38% | +0.25% | +0.08% | +0.03% | +2.27% |
| 2018 | +0.30% | +0.31% | +0.20% | +0.02% | -0.09% | +0.11% | +0.16% | -0.03% | +0.12% | +0.06% | +0.02% | +0.25% | +1.42% |
| 2019 | +0.15% | -0.03% | +0.05% | +0.23% | +0.23% | +0.34% | +0.35% | -0.05% | +0.18% | +0.41% | +0.02% | +0.09% | +1.99% |
| 2020 | +0.32% | +0.12% | -0.99% | +0.32% | +0.58% | +0.27% | +0.36% | -0.01% | -0.06% | +0.19% | +0.28% | +0.25% | +1.63% |
| 2021 | +0.12% | -0.01% | +0.09% | +0.10% | -0.25% | +0.01% | +0.07% | +0.03% | -0.16% | -0.61% | -0.63% | +0.06% | -1.17% |
| 2022 | +0.08% | -0.59% | -0.76% | -0.70% | +0.58% | -0.61% | +1.00% | +0.29% | -0.33% | -1.41% | +2.34% | +2.05% | +1.88% |
| 2023 | +2.69% | +0.52% | +1.29% | +0.92% | +1.05% | +0.61% | +1.10% | +0.29% | +0.35% | +1.07% | +1.29% | +0.96% | +12.80% |
| 2024 | +1.11% | +0.85% | +0.48% | +2.46% | |||||||||
Kroczące stopy zwrotu (12 miesięcy)
Kroczące stopy zwrotu (3 lata)
Kroczące stopy zwrotu (5 lat)
Kroczące stopy zwrotu (10 lat)
| Roczna zmienność | +1.83% |
| Średniomiesięczna stopa zwrotu od początku działalności | +0.24% |
| Miesięczna zmienność | +0.53% |
| VAR99 | -1.47% |
| Maksymalna miesięczna strata | -1.41% |
| Maksymalny miesięczny zysk | +2.69% |
| Beta (do WIG20) | +0.03 |
| Beta podczas spadków (do WIG20) | — |
| Maksymalne obsunięcie (miesięcznie) | -3.88% |
| Procent mies. ze stratą | +22.46% |
| Wskaźnik Sharpe'a | +1.59 |
| Wskaźnik CALMAR | +0.75 |
| Stopa zwrotu od początku działalności | +56.33% |
| Stopa zwrotu (bieżący rok) | +2.46% |
| Stopa zwrotu (ostatnie 12 miesięcy) | +10.55% |
| Stopa zwrotu (ostatnie 3 lata) | +16.15% |
| Stopa zwrotu (ostatnie 5 lata) | +20.42% |
| Stopa zwrotu (ostatnie 10 lat) | +32.00% |
Rozkład miesięcznych stóp zwrotu
Obsunięcie (dane miesięczne)
Ryzyko / Zysk
Stress test
Web Content Display
