Polar Capital Funds plc - Artificial Intelligence Fund Class I GBP Accumulation Shares/ IE00BF0GL543 /
NAV22.07.2024 | Diff.+0,1300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
17,6800GBP | +0,74% | thesaurierend | Aktien weltweit | Polar Capital ▶ |
Monatliche Performance
Jän | 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 | -4,17 | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 16,06% | 15,99% | 14,79% | 17,65% | 18,23% |
Sharpe Ratio | 1,96 | 1,70 | 1,72 | 0,24 | 0,57 |
Bester Monat | +8,84% | +8,84% | +8,84% | +8,86% | +13,26% |
Schlechtester Monat | -4,17% | -4,17% | -4,17% | -11,15% | -12,26% |
Maximaler Verlust | -7,17% | -7,17% | -7,30% | -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 | 17,6800 | +28,96% | +25,84% | |
Polar Capital Funds plc - Artifi... | thesaurierend | 20,3300 | +31,59% | +25,80% |
Performance
lfd. Jahr | +18,18% | ||
---|---|---|---|
6 Monate | +14,36% | ||
1 Jahr | +28,96% | ||
3 Jahre | +25,84% | ||
5 Jahre | +93,44% | ||
10 Jahre | - | ||
seit Beginn | +118,27% | ||
Jahr | |||
2023 | +29,97% | ||
2022 | -24,97% | ||
2021 | +16,74% | ||
2020 | +33,13% | ||
2019 | +35,95% |