Karta funduszu
SUPERFUND Stabilnego Wzrostu - 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2005 | +0.11% | +0.11% | |||||||||||
| 2006 | +1.14% | +4.58% | +0.34% | +13.86% | -5.04% | +1.99% | -18.18% | -7.81% | +11.28% | +11.74% | -6.97% | +10.99% | +13.34% |
| 2007 | +12.57% | -8.86% | -13.82% | +11.71% | +5.22% | +3.57% | +7.15% | -30.93% | +4.88% | +13.96% | -0.36% | +4.63% | -0.75% |
| 2008 | -10.14% | +21.07% | +4.81% | -1.43% | +12.01% | +5.60% | -17.19% | -9.58% | +4.42% | +38.99% | +2.64% | +9.28% | +62.05% |
| 2009 | +2.01% | +2.93% | -9.83% | -6.20% | -21.25% | -10.77% | -13.30% | -0.72% | +11.36% | -13.28% | +14.96% | -12.71% | -47.95% |
| 2010 | -14.85% | -6.89% | +22.27% | +7.28% | -20.38% | +1.08% | -9.77% | +9.02% | +9.06% | +13.01% | -8.77% | +20.16% | +11.24% |
| 2011 | -11.59% | +8.72% | +2.85% | +13.50% | -13.26% | -1.93% | +10.15% | +4.69% | -11.94% | -3.27% | -17.99% | -8.56% | -29.68% |
| 2012 | -2.95% | +10.24% | -13.14% | -1.41% | +21.41% | -1.65% | -2.35% | -8.48% | +1.68% | -10.03% | -8.99% | +4.60% | -14.85% |
| 2013 | +7.67% | -0.17% | +9.50% | +17.63% | -12.94% | -3.38% | -1.69% | -0.88% | -5.14% | +4.30% | -0.05% | +5.22% | +18.10% |
| 2014 | -9.89% | +9.77% | -7.77% | -0.22% | +1.43% | +0.11% | -1.23% | +9.08% | +3.37% | -2.48% | +14.32% | -0.68% | +14.00% |
| 2015 | +7.03% | +4.36% | +0.35% | -0.90% | -5.02% | -5.70% | +7.01% | -8.25% | -2.21% | +4.01% | +6.85% | -5.02% | +0.84% |
| 2016 | +2.06% | +1.77% | -1.45% | -7.78% | -3.81% | +0.71% | +3.59% | -3.67% | -2.88% | -5.06% | -0.98% | +1.97% | -15.05% |
| 2017 | -2.06% | +0.31% | +0.43% | -2.86% | -0.93% | +1.72% | -1.52% | -2.71% | -0.97% | -1.94% | -1.70% | -1.12% | -12.65% |
| 2018 | -0.33% | -0.18% | -2.80% | +0.96% | -3.19% | -2.48% | -0.81% | -0.21% | -1.53% | -11.41% | +1.74% | -7.90% | -25.42% |
| 2019 | +0.10% | -0.66% | -0.83% | -1.28% | +0.41% | +3.75% | +0.95% | +4.57% | -3.32% | +0.38% | -2.48% | +1.19% | +2.53% |
| 2020 | +3.55% | -0.47% | +1.44% | +4.36% | -2.29% | +3.58% | +8.33% | -0.95% | -3.97% | -0.69% | -9.43% | +9.84% | +12.42% |
| 2021 | -4.43% | -12.97% | -0.29% | +5.18% | +13.64% | -12.58% | +5.83% | -1.79% | -8.48% | +3.49% | -3.25% | +3.74% | -14.37% |
| 2022 | -3.35% | +11.49% | +5.74% | -3.40% | -7.77% | -6.19% | -5.44% | -6.08% | -5.22% | -1.32% | +14.21% | +5.83% | -4.38% |
| 2023 | +1.27% | -0.56% | -0.28% | +1.31% | -0.18% | +1.34% | +1.56% | -1.66% | +0.71% | -1.22% | +1.95% | +3.86% | +8.26% |
| 2024 | +0.37% | -0.80% | +0.58% | +0.15% | |||||||||
Kroczące stopy zwrotu (12 miesięcy)
Kroczące stopy zwrotu (3 lata)
Kroczące stopy zwrotu (5 lat)
Kroczące stopy zwrotu (10 lat)
| Roczna zmienność | +29.11% |
| Średniomiesięczna stopa zwrotu od początku działalności | -0.33% |
| Miesięczna zmienność | +8.40% |
| VAR99 | -19.25% |
| Maksymalna miesięczna strata | -30.93% |
| Maksymalny miesięczny zysk | +38.99% |
| Beta (do WIG20) | +0.02 |
| Beta podczas spadków (do WIG20) | — |
| Maksymalne obsunięcie (miesięcznie) | -80.63% |
| Procent mies. ze stratą | +53.18% |
| Wskaźnik Sharpe'a | — |
| Wskaźnik CALMAR | +0.05 |
| Stopa zwrotu od początku działalności | -51.36% |
| Stopa zwrotu (bieżący rok) | +0.15% |
| Stopa zwrotu (ostatnie 12 miesięcy) | +7.97% |
| Stopa zwrotu (ostatnie 3 lata) | +7.05% |
| Stopa zwrotu (ostatnie 5 lata) | +3.77% |
| Stopa zwrotu (ostatnie 10 lat) | -28.64% |
Rozkład miesięcznych stóp zwrotu
Obsunięcie (dane miesięczne)
Ryzyko / Zysk
Stress test
Web Content Display
