Polar Capital Funds plc - Artificial Intelligence Fund Class I GBP Accumulation Shares/ IE00BF0GL543 /
| NAV04.11.2024 | Diff.-0.0300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 17.8900GBP | -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 | -0.06 | 3.45 | -0.56 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 16.77% | 16.25% | 15.93% | 18.08% | 18.38% |
| Sharpe Ratio | 1.23 | 0.35 | 1.81 | 0.09 | 0.59 |
| Bester Monat | +8.84% | +5.67% | +8.84% | +8.86% | +13.26% |
| Schlechtester Monat | -5.58% | -5.58% | -5.58% | -11.15% | -12.26% |
| Maximaler Verlust | -13.88% | -13.88% | -13.88% | -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 | 17.8900 | +31.74% | +14.97% | |
| Polar Capital Funds plc - Artifi... | thesaurierend | 20.6100 | +35.24% | +15.46% | |
| Polar Capital Funds plc - Artifi... | thesaurierend | 21.3000 | +35.93% | +17.23% |
Performance
| lfd. Jahr | +19.59% | ||
|---|---|---|---|
| 6 Monate | +4.25% | ||
| 1 Jahr | +31.74% | ||
| 3 Jahre | +14.97% | ||
| 5 Jahre | +91.54% | ||
| 10 Jahre | - | ||
| seit Beginn | +120.86% | ||
| Jahr | |||
| 2023 | +29.97% | ||
| 2022 | -24.97% | ||
| 2021 | +16.74% | ||
| 2020 | +33.13% | ||
| 2019 | +35.95% | ||
