Karta funduszu
SKARBIEC Top Funduszy Stabilnych SFIO - wyniki
Skumulowana stopa zwrotu
Procentowe miesięczne stopy zwrotu
Procentowe miesięczne stopy zwrotu
| Sty | Lut | Mar | Kwi | Maj | Cze | Lip | Sie | Wrz | Paź | Lis | Gru | Rok | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2005 | 0.00% | +0.89% | -1.21% | -0.49% | +1.05% | +2.29% | +2.01% | +1.42% | +2.89% | -2.14% | +1.65% | +2.26% | +11.00% |
| 2006 | +3.09% | +1.25% | -0.11% | +3.27% | -2.84% | -0.73% | +4.24% | -1.12% | +0.81% | +2.53% | +1.86% | +1.06% | +13.87% |
| 2007 | +2.95% | +1.00% | +1.90% | +2.61% | +2.58% | +1.64% | -1.76% | -1.74% | +0.75% | +0.87% | -4.04% | +0.27% | +6.99% |
| 2008 | -4.90% | -0.02% | -0.57% | -0.37% | +0.05% | -3.19% | -0.89% | -0.07% | -1.57% | -8.80% | +1.28% | +1.57% | -16.56% |
| 2009 | -1.36% | -3.37% | +3.32% | +4.59% | +2.91% | +1.25% | +4.74% | +4.36% | +0.17% | +0.63% | -0.02% | +0.94% | +19.34% |
| 2010 | +0.86% | -0.73% | +4.92% | +0.79% | -1.58% | -1.97% | +3.05% | +0.23% | +1.98% | +0.96% | -0.84% | +2.37% | +10.28% |
| 2011 | -0.64% | +0.18% | +0.89% | +0.60% | -0.08% | -0.35% | -1.11% | -3.77% | -2.81% | +3.05% | -3.21% | +0.11% | -7.11% |
| 2012 | +3.46% | +1.49% | -0.43% | -0.35% | -3.22% | +2.90% | +1.03% | +0.77% | +2.57% | +0.04% | +1.71% | +2.73% | +13.24% |
| 2013 | +0.04% | -0.23% | -0.51% | -0.10% | +2.74% | -3.42% | +2.87% | -0.18% | +2.50% | +3.69% | +0.44% | -2.04% | +5.69% |
| 2014 | -1.06% | +2.36% | -1.02% | -0.08% | +1.00% | -0.34% | -1.06% | +2.13% | +0.83% | -0.57% | +0.25% | -2.07% | +0.27% |
| 2015 | +1.48% | +1.30% | +0.73% | +1.45% | -0.10% | -2.57% | +0.49% | -2.16% | -2.14% | +2.87% | -1.28% | -1.57% | -1.65% |
| 2016 | -3.48% | +1.29% | +2.92% | +0.56% | -0.10% | -1.18% | +2.70% | +2.01% | +0.65% | +0.29% | -1.12% | +2.15% | +6.69% |
| 2017 | +2.50% | +2.16% | +0.45% | +1.70% | -0.41% | +0.63% | +0.49% | +0.51% | -0.48% | -0.03% | -0.34% | +0.85% | +8.27% |
| 2018 | +1.43% | -1.21% | -2.01% | +0.90% | +0.28% | -1.69% | +3.32% | -0.42% | -0.89% | -4.46% | +0.79% | -1.39% | -5.42% |
| 2019 | +2.27% | +0.59% | +0.32% | +0.52% | -1.40% | +1.67% | +0.30% | -1.17% | +0.22% | +0.36% | +0.02% | +0.91% | +4.65% |
| 2020 | +0.75% | -1.18% | -5.82% | +5.72% | +2.63% | +1.57% | +0.83% | +1.60% | -0.62% | -0.30% | +2.48% | +2.15% | +9.82% |
| 2021 | +0.33% | -0.15% | -0.14% | +1.74% | +1.13% | +0.57% | +0.29% | +1.22% | -1.23% | +0.96% | -4.42% | +0.20% | +0.35% |
| 2022 | -2.34% | -3.13% | +1.35% | -4.09% | -0.14% | -2.91% | +1.07% | -0.53% | -3.03% | -0.87% | +4.53% | +1.52% | -8.57% |
| 2023 | +2.86% | -0.31% | +0.77% | +2.01% | +1.28% | +1.93% | +3.29% | -1.42% | -2.17% | +1.83% | +3.33% | +0.72% | +14.90% |
Kroczące stopy zwrotu (12 miesięcy)
Kroczące stopy zwrotu (3 lata)
Kroczące stopy zwrotu (5 lat)
Kroczące stopy zwrotu (10 lat)
| Roczna zmienność | +7.12% |
| Średniomiesięczna stopa zwrotu od początku działalności | +0.34% |
| Miesięczna zmienność | +2.06% |
| VAR99 | -5.13% |
| Maksymalna miesięczna strata | -8.80% |
| Maksymalny miesięczny zysk | +5.72% |
| Beta (do WIG20) | +0.26 |
| Beta podczas spadków (do WIG20) | — |
| Maksymalne obsunięcie (miesięcznie) | -24.93% |
| Procent mies. ze stratą | +39.91% |
| Wskaźnik Sharpe'a | +0.58 |
| Wskaźnik CALMAR | +0.17 |
| Stopa zwrotu od początku działalności | +115.50% |
| Stopa zwrotu (bieżący rok) | +14.90% |
| Stopa zwrotu (ostatnie 12 miesięcy) | +14.90% |
| Stopa zwrotu (ostatnie 3 lata) | +5.42% |
| Stopa zwrotu (ostatnie 5 lata) | +21.16% |
| Stopa zwrotu (ostatnie 10 lat) | +30.53% |
Rozkład miesięcznych stóp zwrotu
Obsunięcie (dane miesięczne)
Ryzyko / Zysk
Stress test
Web Content Display
