QUERCUS Stabilny - wyniki fundusz parasolowy
Sty | Lut | Mar | Kwi | Maj | Cze | Lip | Sie | Wrz | Paź | Lis | Gru | Rok | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2013 | +0.01% | +2.71% | -0.25% | +2.46% | |||||||||
2014 | +0.14% | +1.18% | -0.32% | -0.55% | -0.86% | -0.19% | -1.22% | -0.31% | +0.73% | -0.15% | +0.90% | -0.13% | -0.80% |
2015 | +2.39% | +4.63% | +3.25% | +1.52% | +2.02% | -1.12% | +1.02% | -0.89% | -0.20% | +0.62% | -0.89% | -0.43% | +12.41% |
2016 | -2.63% | +2.00% | +1.43% | +1.83% | -0.44% | -1.06% | +1.67% | +0.99% | -0.74% | +1.14% | -0.52% | +0.93% | +4.56% |
2017 | +0.75% | -0.28% | -0.23% | +0.41% | +0.44% | -0.44% | -0.46% | -1.66% | +0.27% | -1.75% | +0.08% | +0.68% | -2.20% |
2018 | -1.73% | +2.81% | +0.02% | -1.69% | -2.35% | -0.55% | -0.31% | -0.72% | -5.12% | +0.25% | -3.46% | -2.48% | -14.49% |
2019 | +0.53% | +2.79% | +0.06% | +0.45% | +4.15% | -0.99% | +0.52% | +1.35% | -0.18% | -0.85% | +2.41% | +1.98% | +12.77% |
2020 | +0.62% | -5.28% | -7.12% | +4.15% | +3.19% | +2.86% | +2.66% | -1.10% | +1.35% | -1.58% | +1.26% | +2.56% | +2.92% |
2021 | +2.88% | +0.26% | +3.16% | +3.60% | +1.88% | +0.11% | +0.18% | +2.43% | -0.98% | -2.26% | -3.02% | -1.16% | +7.03% |
2022 | -3.18% | -4.14% | -1.29% | -8.49% | -1.62% | -5.15% | +9.77% | -0.68% | -3.16% | -1.06% | +10.57% | +2.20% | -7.66% |
2023 | +7.92% | -0.02% | +1.48% | -0.41% | +1.55% | +0.80% | -0.30% | +1.95% | -0.58% | +1.56% | +1.42% | +3.01% | +19.69% |
2024 | +0.68% | +1.18% | +0.50% | +1.11% | +0.08% | +0.15% | +0.17% | +3.93% |
Roczna zmienność | +8.74% |
Średniomiesięczna stopa zwrotu od początku działalności | +0.27% |
Miesięczna zmienność | +2.52% |
VAR99 | -6.15% |
Maksymalna miesięczna strata | -8.49% |
Maksymalny miesięczny zysk | +10.57% |
Beta (do WIG20) | +0.18 |
Beta podczas spadków (do WIG20) | +0.35 |
Maksymalne obsunięcie (miesięcznie) | -27.44% |
Procent mies. ze stratą | +44.62% |
Wskaźnik Sharpe'a | +0.38 |
Wskaźnik CALMAR | +0.12 |
Stopa zwrotu od początku działalności | +42.54% |
Stopa zwrotu (bieżący rok) | +3.93% |
Stopa zwrotu (ostatnie 12 miesięcy) | +11.78% |
Stopa zwrotu (ostatnie 3 lata) | +9.14% |
Stopa zwrotu (ostatnie 5 lata) | +32.53% |
Stopa zwrotu (ostatnie 10 lat) | +41.70% |