Karta funduszu
SUPERFUND Spokojna Inwestycja - 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | +0.13% | +0.13% | |||||||||||
| 2014 | -0.26% | +0.58% | +0.39% | +0.51% | +0.63% | +0.35% | +0.26% | +0.35% | +0.06% | +0.17% | +0.39% | -0.14% | +3.33% |
| 2015 | +0.50% | +0.61% | +0.33% | +0.40% | +0.23% | +0.09% | +0.17% | +0.13% | +0.08% | +0.25% | +0.21% | +0.14% | +3.19% |
| 2016 | +0.10% | -0.01% | +0.09% | +0.28% | +0.15% | +0.29% | +0.12% | +0.28% | 0.00% | +0.26% | -0.25% | -0.11% | +1.21% |
| 2017 | +0.41% | -0.17% | +0.91% | +0.24% | +0.52% | +0.29% | +0.29% | +0.19% | +0.48% | +0.49% | +0.41% | +0.27% | +4.41% |
| 2018 | +0.40% | +0.51% | +0.32% | +0.33% | -0.16% | +0.27% | +0.30% | -0.14% | +0.16% | +0.16% | -0.04% | +0.42% | +2.56% |
| 2019 | +0.04% | +0.16% | +0.02% | +0.46% | +0.17% | +0.10% | +0.50% | -0.07% | +0.31% | +0.54% | +0.17% | +0.27% | +2.71% |
| 2020 | +0.35% | +0.44% | -1.23% | +0.30% | +0.61% | +0.47% | +0.47% | +0.17% | +0.17% | +0.42% | +0.15% | +0.24% | +2.57% |
| 2021 | +0.19% | +0.17% | +0.26% | +0.15% | -0.25% | +0.04% | +0.23% | +0.20% | +0.06% | -0.38% | -1.02% | +0.55% | +0.19% |
| 2022 | +0.33% | -0.25% | -0.03% | -0.31% | +0.80% | -0.34% | +0.64% | +0.74% | +0.35% | -0.99% | +1.61% | +2.24% | +4.83% |
| 2023 | +1.99% | +0.42% | +0.97% | +0.74% | +0.88% | +0.58% | +0.95% | +0.59% | +0.80% | +0.51% | +1.46% | +1.03% | +11.47% |
| 2024 | +1.02% | +0.86% | +0.48% | +2.38% | |||||||||
Kroczące stopy zwrotu (12 miesięcy)
Kroczące stopy zwrotu (3 lata)
Kroczące stopy zwrotu (5 lat)
Kroczące stopy zwrotu (10 lat)
| Roczna zmienność | +1.58% |
| Średniomiesięczna stopa zwrotu od początku działalności | +0.31% |
| Miesięczna zmienność | +0.46% |
| VAR99 | -1.37% |
| Maksymalna miesięczna strata | -1.23% |
| Maksymalny miesięczny zysk | +2.24% |
| Beta (do WIG20) | +0.02 |
| Beta podczas spadków (do WIG20) | — |
| Maksymalne obsunięcie (miesięcznie) | -1.39% |
| Procent mies. ze stratą | +15.32% |
| Wskaźnik Sharpe'a | +2.37 |
| Wskaźnik CALMAR | +2.69 |
| Stopa zwrotu od początku działalności | +46.12% |
| Stopa zwrotu (bieżący rok) | +2.38% |
| Stopa zwrotu (ostatnie 12 miesięcy) | +10.36% |
| Stopa zwrotu (ostatnie 3 lata) | +19.13% |
| Stopa zwrotu (ostatnie 5 lata) | +26.00% |
| Stopa zwrotu (ostatnie 10 lat) | +44.90% |
Rozkład miesięcznych stóp zwrotu
Obsunięcie (dane miesięczne)
Ryzyko / Zysk
Stress test
Web Content Display
