Polar Capital Funds plc - Artificial Intelligence Fund Class R EUR Accumulation Shares/ IE00BF0GL212 /
NAV02.10.2024 | Diff.+0,0100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
20,2500EUR | +0,05% | thesaurierend | Aktien weltweit | Polar Capital ▶ |
Monatliche Performance
Jan | Feb | Mrz | 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 | -5,02 | -0,10 | 1,05 | 0,10 | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 17,87% | 18,62% | 16,58% | 18,23% | 18,70% |
Sharpe Ratio | 1,41 | 0,17 | 1,73 | 0,26 | 0,64 |
Bester Monat | +8,44% | +6,24% | +9,92% | +12,84% | +13,38% |
Schlechtester Monat | -5,02% | -5,02% | -5,02% | -10,98% | -12,86% |
Maximaler Verlust | -15,30% | -15,30% | -15,30% | -33,15% | -33,15% |
Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Polar Capital Funds plc - Artifi... | thesaurierend | 17,4200 | +27,53% | +24,96% | |
Polar Capital Funds plc - Artifi... | thesaurierend | 20,2500 | +31,92% | +25,78% | |
Polar Capital Funds plc - Artifi... | thesaurierend | 20,9100 | +32,51% | +27,58% |
Performance
lfd. Jahr | +20,68% | ||
---|---|---|---|
6 Monate | +3,21% | ||
1 Jahr | +31,92% | ||
3 Jahre | +25,78% | ||
5 Jahre | +102,91% | ||
10 Jahre | - | ||
seit Beginn | +119,39% | ||
Jahr | |||
2023 | +32,44% | ||
2022 | -29,77% | ||
2021 | +25,71% | ||
2020 | +24,67% | ||
2019 | +43,34% |