Karta funduszu
SUPERFUND Spokojna Inwestycja Plus - 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | +0.09% | +0.33% | +0.26% | +0.68% | |||||||||
| 2008 | +0.39% | +0.35% | +0.36% | +0.48% | +0.38% | +0.34% | +0.48% | +0.97% | -0.09% | -0.35% | +0.94% | +0.74% | +5.10% |
| 2009 | +0.29% | +0.08% | +0.70% | +1.11% | +0.48% | +0.82% | +1.07% | +0.46% | +0.68% | +0.38% | +0.42% | +0.75% | +7.49% |
| 2010 | +0.89% | +0.48% | +1.04% | +0.36% | -0.09% | +0.33% | +0.40% | +0.35% | +0.45% | +0.43% | +0.78% | +0.38% | +5.95% |
| 2011 | +0.26% | +0.38% | +0.33% | +0.43% | +0.41% | +0.62% | +0.42% | +0.15% | +0.23% | +0.43% | +0.11% | +0.64% | +4.50% |
| 2012 | +0.52% | +0.68% | +0.57% | +0.16% | +0.39% | +0.53% | +0.79% | +0.56% | +0.18% | +0.81% | +0.84% | +0.72% | +6.97% |
| 2013 | +0.40% | +0.33% | +0.27% | +0.88% | +0.34% | -0.62% | +0.75% | +0.49% | +0.38% | +0.63% | +0.32% | +0.56% | +4.83% |
| 2014 | +0.12% | +0.56% | +0.38% | +0.50% | +0.59% | +0.41% | +0.22% | +0.34% | +0.02% | +0.23% | +0.38% | -0.13% | +3.68% |
| 2015 | +0.53% | +0.66% | +0.40% | +0.41% | +0.27% | +0.08% | +0.20% | +0.13% | +0.10% | +0.25% | +0.19% | +0.15% | +3.43% |
| 2016 | +0.13% | +0.06% | +0.12% | +0.31% | +0.17% | +0.28% | +0.18% | +0.38% | +0.02% | +0.31% | -0.11% | -0.05% | +1.79% |
| 2017 | +0.40% | -0.15% | +0.90% | +0.21% | +0.36% | +0.40% | +0.31% | +0.16% | +0.45% | +0.49% | +0.41% | +0.30% | +4.33% |
| 2018 | +0.43% | +0.43% | +0.35% | +0.29% | -0.06% | +0.20% | +0.33% | -0.07% | +0.27% | +0.17% | -0.05% | +0.33% | +2.64% |
| 2019 | +0.15% | +0.14% | +0.06% | +0.44% | +0.06% | -0.08% | +0.39% | 0.00% | +0.33% | +0.49% | +0.14% | +0.33% | +2.49% |
| 2020 | +0.36% | +0.46% | -1.14% | +0.19% | +0.60% | +0.50% | +0.45% | +0.25% | +0.24% | +0.47% | +0.05% | +0.26% | +2.70% |
| 2021 | +0.20% | +0.16% | +0.29% | +0.16% | -0.23% | +0.04% | +0.20% | +0.29% | +0.01% | -0.56% | -0.99% | +0.22% | -0.22% |
| 2022 | +0.28% | -0.33% | -0.28% | -0.21% | +0.67% | -0.23% | +0.75% | +0.73% | +0.26% | -0.81% | +1.50% | +1.85% | +4.21% |
| 2023 | +1.88% | +0.50% | +0.83% | +0.68% | +1.03% | +0.55% | +0.88% | +0.70% | +0.85% | +0.47% | +1.33% | +1.00% | +11.23% |
| 2024 | +0.88% | +0.72% | +0.40% | +2.01% | |||||||||
Kroczące stopy zwrotu (12 miesięcy)
Kroczące stopy zwrotu (3 lata)
Kroczące stopy zwrotu (5 lat)
Kroczące stopy zwrotu (10 lat)
| Roczna zmienność | +1.34% |
| Średniomiesięczna stopa zwrotu od początku działalności | +0.36% |
| Miesięczna zmienność | +0.39% |
| VAR99 | -1.26% |
| Maksymalna miesięczna strata | -1.14% |
| Maksymalny miesięczny zysk | +1.88% |
| Beta (do WIG20) | +0.02 |
| Beta podczas spadków (do WIG20) | — |
| Maksymalne obsunięcie (miesięcznie) | -1.87% |
| Procent mies. ze stratą | +10.61% |
| Wskaźnik Sharpe'a | +3.32 |
| Wskaźnik CALMAR | +2.38 |
| Stopa zwrotu od początku działalności | +104.97% |
| Stopa zwrotu (bieżący rok) | +2.01% |
| Stopa zwrotu (ostatnie 12 miesięcy) | +9.90% |
| Stopa zwrotu (ostatnie 3 lata) | +17.22% |
| Stopa zwrotu (ostatnie 5 lata) | +23.76% |
| Stopa zwrotu (ostatnie 10 lat) | +43.62% |
Rozkład miesięcznych stóp zwrotu
Obsunięcie (dane miesięczne)
Ryzyko / Zysk
Stress test
Web Content Display
