Karta funduszu
SKARBIEC Obligacji Wysokiego Dochodu - 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011 | +0.17% | +0.05% | -3.29% | -1.13% | +3.93% | -1.56% | +1.31% | -0.68% | |||||
| 2012 | +3.22% | +1.95% | +0.47% | +0.05% | -0.95% | +2.11% | +1.36% | +1.56% | +1.26% | +1.25% | +0.90% | +1.17% | +15.27% |
| 2013 | +0.16% | +0.44% | +0.39% | +1.94% | -0.14% | -1.55% | +1.63% | -0.46% | +0.74% | +1.82% | +0.59% | +0.52% | +6.20% |
| 2014 | +0.24% | +1.23% | +0.30% | +0.62% | +0.66% | +0.73% | -0.59% | +1.09% | -1.41% | +0.96% | -0.01% | -0.56% | +3.27% |
| 2015 | +0.93% | +0.98% | -0.22% | +0.43% | +0.32% | -1.16% | +0.41% | -0.82% | -1.62% | +2.08% | -0.42% | -1.36% | -0.52% |
| 2016 | -0.81% | +0.09% | +2.27% | +1.12% | +0.26% | +0.41% | +1.24% | +1.05% | -0.03% | +0.25% | -0.92% | +0.95% | +5.98% |
| 2017 | +0.38% | +0.56% | +0.29% | +0.52% | +0.44% | +0.06% | +0.49% | +0.23% | +0.41% | +0.23% | -0.12% | +0.18% | +3.75% |
| 2018 | +0.35% | -0.17% | -0.25% | -0.12% | -0.80% | -0.22% | +0.42% | -0.20% | +0.50% | -1.24% | -0.81% | -1.00% | -3.50% |
| 2019 | +2.29% | +0.72% | +0.63% | +0.53% | -0.80% | +0.99% | +0.21% | +0.72% | -0.33% | -0.26% | +0.11% | +0.70% | +5.63% |
| 2020 | -0.48% | -0.25% | -7.52% | +2.34% | +3.05% | +1.38% | +1.71% | +0.93% | +0.32% | +0.81% | +1.54% | +0.97% | +4.50% |
| 2021 | +0.37% | -0.25% | +0.67% | -0.77% | -0.48% | -0.31% | -0.71% | +0.62% | -0.35% | -0.85% | -1.97% | +1.74% | -2.32% |
| 2022 | -0.92% | -3.77% | -1.26% | -5.36% | +0.42% | -5.47% | +3.92% | -1.47% | -1.44% | +0.16% | +1.80% | +0.73% | -12.33% |
| 2023 | +2.70% | -0.87% | +1.32% | +0.60% | -0.47% | +0.77% | +1.05% | +0.20% | -0.40% | -0.97% | +3.22% | +2.62% | +10.09% |
| 2024 | +0.08% | +0.04% | +0.81% | +0.93% | |||||||||
Kroczące stopy zwrotu (12 miesięcy)
Kroczące stopy zwrotu (3 lata)
Kroczące stopy zwrotu (5 lat)
Kroczące stopy zwrotu (10 lat)
| Roczna zmienność | +5.14% |
| Średniomiesięczna stopa zwrotu od początku działalności | +0.22% |
| Miesięczna zmienność | +1.48% |
| VAR99 | -3.67% |
| Maksymalna miesięczna strata | -7.52% |
| Maksymalny miesięczny zysk | +3.93% |
| Beta (do WIG20) | +0.14 |
| Beta podczas spadków (do WIG20) | — |
| Maksymalne obsunięcie (miesięcznie) | -18.02% |
| Procent mies. ze stratą | +35.71% |
| Wskaźnik Sharpe'a | +0.51 |
| Wskaźnik CALMAR | +0.14 |
| Stopa zwrotu od początku działalności | +39.21% |
| Stopa zwrotu (bieżący rok) | +0.93% |
| Stopa zwrotu (ostatnie 12 miesięcy) | +7.72% |
| Stopa zwrotu (ostatnie 3 lata) | -5.60% |
| Stopa zwrotu (ostatnie 5 lata) | +1.30% |
| Stopa zwrotu (ostatnie 10 lat) | +12.49% |
Rozkład miesięcznych stóp zwrotu
Obsunięcie (dane miesięczne)
Ryzyko / Zysk
Stress test
Web Content Display
