Polar Capital Funds plc - Artificial Intelligence Fund Class I GBP Accumulation Shares/ IE00BF0GL543 /
NAV23.08.2024 | Diff.+0.0300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
17.4400GBP | +0.17% | thesaurierend | Aktien weltweit | Polar Capital ▶ |
Monatliche Performance
Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2018 | - | - | - | - | - | -2.21 | 3.90 | 4.72 | -1.27 | -10.30 | 5.35 | -10.04 | - |
2019 | 5.37 | 4.44 | 3.88 | 4.22 | -5.43 | 9.78 | 1.89 | -2.51 | 2.35 | 0.55 | 2.83 | 4.56 | +35.95% |
2020 | -1.01 | -2.35 | -12.26 | 13.26 | 11.29 | 4.83 | 3.26 | 0.79 | 3.82 | 0.17 | 7.35 | 2.26 | +33.13% |
2021 | 3.20 | -2.06 | -0.45 | -1.21 | -0.69 | 6.32 | 2.68 | 3.81 | -3.33 | 5.00 | 2.28 | 0.52 | +16.74% |
2022 | -11.15 | -3.45 | 3.88 | -9.29 | 0.16 | -9.10 | 8.86 | -2.52 | -5.43 | 1.59 | 4.34 | -4.16 | -24.97% |
2023 | 7.21 | 0.08 | 4.62 | -3.10 | 7.43 | 1.78 | 1.83 | -1.79 | -1.31 | -3.03 | 8.70 | 5.06 | +29.97% |
2024 | 2.87 | 8.84 | 2.99 | -4.06 | 5.50 | 5.67 | -5.58 | 0.11 | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 17.33% | 16.92% | 15.89% | 18.01% | 18.31% |
Sharpe Ratio | 1.36 | 0.41 | 1.69 | 0.17 | 0.62 |
Bester Monat | +8.84% | +8.84% | +8.84% | +8.86% | +13.26% |
Schlechtester Monat | -5.58% | -5.58% | -5.58% | -11.15% | -12.26% |
Maximaler Verlust | -13.56% | -13.56% | -13.56% | -30.79% | -30.79% |
Outperformance | -1.70% | - | -3.53% | -6.06% | - |
Alle Kurse in GBP
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Polar Capital Funds plc - Artifi... | thesaurierend | 17.4400 | +30.44% | +21.03% | |
Polar Capital Funds plc - Artifi... | thesaurierend | 19.9300 | +30.95% | +20.50% |
Performance
lfd. Jahr | +16.58% | ||
---|---|---|---|
6 Monate | +5.12% | ||
1 Jahr | +30.44% | ||
3 Jahre | +21.03% | ||
5 Jahre | +100.23% | ||
10 Jahre | - | ||
seit Beginn | +115.31% | ||
Jahr | |||
2023 | +29.97% | ||
2022 | -24.97% | ||
2021 | +16.74% | ||
2020 | +33.13% | ||
2019 | +35.95% |