Polar Capital Funds plc - Artificial Intelligence Fund Class R EUR Accumulation Shares/ IE00BF0GL212 /
| NAV22.07.2024 | Diff.+0.1600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 20.3300EUR | +0.79% | thesaurierend | Aktien weltweit | Polar Capital ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | -3.44 | 3.34 | 3.45 | 0.00 | -9.38 | 3.91 | -11.07 | - |
| 2019 | 8.34 | 6.32 | 4.65 | 3.51 | -8.48 | 8.72 | 0.20 | -2.10 | 3.78 | 4.04 | 3.50 | 5.31 | +43.34% |
| 2020 | -1.13 | -5.01 | -12.86 | 13.38 | 9.74 | 3.24 | 3.55 | 2.08 | 1.17 | 1.31 | 7.48 | 1.85 | +24.67% |
| 2021 | 5.44 | 0.07 | 1.12 | -3.07 | -0.47 | 6.64 | 3.62 | 3.00 | -2.97 | 6.01 | 1.91 | 2.38 | +25.71% |
| 2022 | -10.98 | -3.67 | 2.91 | -9.42 | -1.18 | -10.39 | 12.84 | -5.62 | -6.40 | 2.59 | 5.13 | -7.72 | -29.77% |
| 2023 | 7.81 | 0.73 | 4.29 | -3.14 | 9.64 | 2.03 | 1.87 | -1.77 | -2.64 | -3.50 | 9.92 | 4.42 | +32.44% |
| 2024 | 4.47 | 8.44 | 3.00 | -3.93 | 5.58 | 6.24 | -3.65 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 15.84% | 15.92% | 14.64% | 17.59% | 18.45% |
| Sharpe Ratio | 2.38 | 1.92 | 1.92 | 0.24 | 0.61 |
| Bester Monat | +8.44% | +8.44% | +9.92% | +12.84% | +13.38% |
| Schlechtester Monat | -3.93% | -3.93% | -3.93% | -10.98% | -12.86% |
| Maximaler Verlust | -7.48% | -7.48% | -8.64% | -33.15% | -33.15% |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
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 | +21.16% | ||
|---|---|---|---|
| 6 Monate | +15.84% | ||
| 1 Jahr | +31.59% | ||
| 3 Jahre | +25.80% | ||
| 5 Jahre | +100.69% | ||
| 10 Jahre | - | ||
| seit Beginn | +120.26% | ||
| Jahr | |||
| 2023 | +32.44% | ||
| 2022 | -29.77% | ||
| 2021 | +25.71% | ||
| 2020 | +24.67% | ||
| 2019 | +43.34% | ||
