SKARBIEC Global High Yield Bond (w likwidacji) - wyniki fundusz parasolowy
Sty | Lut | Mar | Kwi | Maj | Cze | Lip | Sie | Wrz | Paź | Lis | Gru | Rok | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2013 | +0.27% | +0.27% | |||||||||||
2014 | +0.80% | +1.99% | +0.30% | +0.52% | +0.72% | +0.97% | -0.48% | +0.77% | -2.40% | +1.81% | -0.28% | -0.97% | +3.74% |
2015 | +0.67% | +1.79% | -0.50% | +1.05% | +0.35% | -1.43% | -0.12% | -1.31% | -2.94% | +2.93% | -2.74% | -2.02% | -4.37% |
2016 | -1.56% | +0.16% | +3.62% | +3.33% | +0.56% | +0.45% | +2.78% | +2.00% | +0.41% | +0.19% | -0.83% | +1.71% | +13.45% |
2017 | +1.04% | +1.25% | -0.31% | +0.83% | +0.92% | +0.07% | +0.91% | -0.39% | +0.74% | +0.40% | -0.17% | +0.22% | +5.62% |
2018 | +0.24% | -0.74% | -1.02% | +0.72% | -0.30% | +0.55% | +0.81% | +0.64% | +0.32% | -1.74% | -0.60% | -3.17% | -4.26% |
2019 | +4.44% | +0.82% | +0.86% | +1.38% | -1.30% | +1.66% | +0.28% | +0.11% | +0.19% | -0.04% | 0.00% | +1.81% | +10.56% |
2020 | -0.35% | -0.86% | -9.32% | +1.62% | +3.11% | -0.11% | +3.11% | +0.68% | -1.17% | +0.33% | +2.66% | +1.30% | +0.37% |
2021 | +0.34% | -0.09% | +0.56% | +0.65% | -0.04% | +0.73% | -0.09% | +0.15% | -0.18% | -0.50% | -1.20% | +1.45% | +1.77% |
2022 | -2.42% | -1.30% | -0.89% | -2.97% | -0.07% | -5.58% | +5.19% | -1.21% | -3.65% | +3.08% | +1.08% | +0.15% | -8.68% |
2023 | +3.27% | -1.19% | -0.10% | +0.83% | -0.73% | +1.14% | +1.10% | +0.40% | -1.82% | 0.00% | +1.11% | +3.99% |
Roczna zmienność | +6.31% |
Średniomiesięczna stopa zwrotu od początku działalności | +0.17% |
Miesięczna zmienność | +1.82% |
VAR99 | -4.41% |
Maksymalna miesięczna strata | -9.32% |
Maksymalny miesięczny zysk | +5.19% |
Beta (do WIG20) | +0.17 |
Beta podczas spadków (do WIG20) | — |
Maksymalne obsunięcie (miesięcznie) | -12.99% |
Procent mies. ze stratą | +39.17% |
Wskaźnik Sharpe'a | +0.32 |
Wskaźnik CALMAR | +0.16 |
Stopa zwrotu od początku działalności | +22.38% |
Stopa zwrotu (bieżący rok) | +3.99% |
Stopa zwrotu (ostatnie 12 miesięcy) | +4.14% |
Stopa zwrotu (ostatnie 3 lata) | -2.10% |
Stopa zwrotu (ostatnie 5 lata) | +3.85% |
Stopa zwrotu (ostatnie 10 lat) | — |