Karta funduszu
SKARBIEC Top Brands - 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 | 0.00% | +4.23% | +1.64% | +2.92% | +9.03% | ||||||||
| 2009 | -1.52% | +1.06% | +6.57% | +13.40% | -0.11% | +0.89% | +7.72% | +1.81% | -1.69% | -1.19% | -0.75% | +3.59% | +32.79% |
| 2010 | +0.44% | -5.27% | +4.97% | +0.15% | -4.35% | -5.21% | +1.06% | -0.29% | +0.51% | -0.83% | -1.37% | +3.78% | -6.78% |
| 2011 | -1.96% | +0.76% | -0.16% | +1.37% | -0.96% | -3.13% | -2.29% | -9.35% | -8.69% | +3.61% | -1.52% | -5.31% | -25.04% |
| 2012 | +6.85% | -0.50% | -1.38% | -1.61% | -6.22% | +9.05% | -0.95% | +3.62% | +3.73% | -1.88% | +3.90% | +5.59% | +20.93% |
| 2013 | -3.42% | -1.32% | -3.29% | -2.31% | +6.78% | -8.27% | +3.65% | +1.67% | +0.47% | +5.33% | +2.53% | -6.49% | -5.70% |
| 2014 | -2.42% | +6.74% | -6.78% | -6.20% | +7.32% | +1.15% | -1.06% | +4.46% | -1.20% | +1.59% | +2.51% | -3.60% | +1.34% |
| 2015 | +0.91% | +5.87% | +3.30% | +0.08% | +3.85% | -2.16% | +2.52% | -9.94% | -3.52% | +6.45% | +1.76% | -0.48% | +7.77% |
| 2016 | -10.63% | -3.76% | +5.47% | -1.22% | +4.19% | -1.45% | +8.44% | +0.46% | +1.36% | -2.11% | +1.69% | +0.44% | +1.60% |
| 2017 | +3.77% | +3.22% | +5.41% | +2.58% | +5.51% | -2.34% | +4.97% | +2.26% | +2.62% | +4.14% | -2.57% | -0.39% | +32.87% |
| 2018 | +10.68% | -1.55% | -2.95% | +2.85% | +4.93% | -0.72% | -0.26% | +2.60% | +0.51% | -10.52% | -4.52% | -6.78% | -7.18% |
| 2019 | +9.74% | +6.23% | +1.96% | +3.74% | -2.31% | +4.89% | +0.39% | +0.42% | -5.34% | +1.60% | +4.06% | +1.52% | +29.40% |
| 2020 | -1.31% | -5.63% | -16.03% | +11.52% | +10.78% | +7.05% | +7.34% | +10.29% | -0.64% | -1.49% | +13.03% | +4.38% | +41.39% |
| 2021 | +0.11% | +0.50% | -5.45% | +5.11% | -2.58% | +6.71% | +0.95% | +0.14% | -6.34% | +8.23% | +0.39% | -3.24% | +3.47% |
| 2022 | -14.31% | -6.01% | +2.32% | -5.38% | -4.34% | -6.93% | +6.56% | -3.84% | -6.27% | +7.56% | +6.32% | -3.44% | -26.38% |
| 2023 | +7.24% | -2.80% | +3.43% | +1.06% | -4.23% | +4.19% | +1.73% | -1.32% | -4.63% | -3.39% | +14.19% | +2.79% | +18.03% |
| 2024 | -1.75% | +9.61% | -0.40% | +7.26% | |||||||||
Kroczące stopy zwrotu (12 miesięcy)
Kroczące stopy zwrotu (3 lata)
Kroczące stopy zwrotu (5 lat)
Kroczące stopy zwrotu (10 lat)
| Roczna zmienność | +17.42% |
| Średniomiesięczna stopa zwrotu od początku działalności | +0.55% |
| Miesięczna zmienność | +5.03% |
| VAR99 | -12.27% |
| Maksymalna miesięczna strata | -16.03% |
| Maksymalny miesięczny zysk | +14.19% |
| Beta (do WIG20) | +0.45 |
| Beta podczas spadków (do WIG20) | — |
| Maksymalne obsunięcie (miesięcznie) | -35.48% |
| Procent mies. ze stratą | +44.39% |
| Wskaźnik Sharpe'a | +0.39 |
| Wskaźnik CALMAR | +0.19 |
| Stopa zwrotu od początku działalności | +178.58% |
| Stopa zwrotu (bieżący rok) | +7.26% |
| Stopa zwrotu (ostatnie 12 miesięcy) | +17.43% |
| Stopa zwrotu (ostatnie 3 lata) | +1.37% |
| Stopa zwrotu (ostatnie 5 lata) | +48.45% |
| Stopa zwrotu (ostatnie 10 lat) | +148.69% |
Rozkład miesięcznych stóp zwrotu
Obsunięcie (dane miesięczne)
Ryzyko / Zysk
Stress test
Web Content Display
