Karta funduszu
QUERCUS Agresywny - 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 | +0.19% | -1.53% | -0.93% | -6.56% | +0.46% | -2.15% | -5.18% | -16.02% | -2.41% | +0.24% | -30.07% | ||
| 2009 | -11.17% | -9.56% | +9.19% | +17.40% | +5.12% | +3.66% | +14.34% | +12.97% | +1.60% | +2.04% | +1.01% | +3.09% | +56.48% |
| 2010 | +3.75% | +2.92% | +10.54% | +2.96% | -3.20% | -4.30% | +5.65% | +0.06% | +4.30% | +3.29% | -1.78% | +3.94% | +30.91% |
| 2011 | +0.29% | +1.21% | +1.13% | +0.93% | -1.17% | -3.72% | -4.26% | -10.64% | -7.80% | +7.41% | -2.41% | -2.54% | -20.56% |
| 2012 | +10.45% | +4.97% | +1.74% | -1.72% | -5.67% | +3.68% | -2.62% | +1.04% | +4.73% | +1.14% | +3.47% | +4.90% | +28.26% |
| 2013 | +1.71% | +0.42% | -0.69% | -1.32% | +7.11% | -1.92% | +3.59% | +3.52% | +4.45% | +4.89% | +1.30% | -4.13% | +19.98% |
| 2014 | -0.66% | +2.03% | -2.83% | -2.68% | +0.94% | -1.44% | -5.54% | +2.60% | +4.77% | -1.83% | -0.19% | -3.22% | -8.18% |
| 2015 | +2.13% | +3.31% | +2.34% | +3.67% | -0.30% | -5.38% | +1.47% | -3.37% | -1.14% | +2.62% | -3.36% | -1.48% | +0.04% |
| 2016 | -5.59% | +4.09% | +5.05% | +0.11% | -2.51% | -3.16% | +3.67% | +3.38% | +0.16% | +1.59% | -1.54% | +4.11% | +9.08% |
| 2017 | +6.59% | +3.07% | +0.67% | +3.38% | -1.62% | +0.45% | -0.55% | +1.65% | -0.92% | -2.89% | -2.78% | +1.57% | +8.54% |
| 2018 | +2.09% | -4.13% | -3.38% | -1.06% | -5.97% | -6.44% | +3.00% | -4.57% | -7.89% | -2.32% | +1.11% | -3.95% | -29.30% |
| 2019 | +5.87% | +2.82% | +0.03% | -1.03% | -2.39% | +2.67% | +0.84% | -3.41% | +0.11% | -1.34% | +4.77% | +2.25% | +11.31% |
| 2020 | +2.43% | -8.83% | -18.05% | +14.08% | +8.13% | +6.11% | +7.41% | +2.84% | -4.03% | -6.74% | +20.42% | +9.66% | +30.79% |
| 2021 | +6.13% | +5.16% | +7.06% | +6.90% | +6.99% | +2.09% | +1.10% | +3.80% | -1.26% | +2.64% | -6.28% | +1.45% | +41.08% |
| 2022 | -3.45% | -11.23% | +6.16% | -9.02% | -0.81% | -7.43% | +1.76% | -4.02% | -6.86% | +7.39% | +9.87% | +3.05% | -15.94% |
| 2023 | +7.52% | -0.95% | +0.45% | +6.09% | +1.00% | +6.17% | +7.36% | -3.64% | -3.01% | +5.56% | +3.75% | +5.48% | +41.05% |
| 2024 | -0.06% | +5.68% | +2.20% | +7.94% | |||||||||
Kroczące stopy zwrotu (12 miesięcy)
Kroczące stopy zwrotu (3 lata)
Kroczące stopy zwrotu (5 lat)
Kroczące stopy zwrotu (10 lat)
| Roczna zmienność | +18.40% |
| Średniomiesięczna stopa zwrotu od początku działalności | +0.66% |
| Miesięczna zmienność | +5.31% |
| VAR99 | -13.03% |
| Maksymalna miesięczna strata | -18.05% |
| Maksymalny miesięczny zysk | +20.42% |
| Beta (do WIG20) | +0.73 |
| Beta podczas spadków (do WIG20) | — |
| Maksymalne obsunięcie (miesięcznie) | -43.93% |
| Procent mies. ze stratą | +40.93% |
| Wskaźnik Sharpe'a | +0.44 |
| Wskaźnik CALMAR | +0.19 |
| Stopa zwrotu od początku działalności | +253.94% |
| Stopa zwrotu (bieżący rok) | +7.94% |
| Stopa zwrotu (ostatnie 12 miesięcy) | +42.32% |
| Stopa zwrotu (ostatnie 3 lata) | +51.10% |
| Stopa zwrotu (ostatnie 5 lata) | +141.41% |
| Stopa zwrotu (ostatnie 10 lat) | +105.20% |
Rozkład miesięcznych stóp zwrotu
Obsunięcie (dane miesięczne)
Ryzyko / Zysk
Stress test
Web Content Display
