DetailsChartProfileRisk matrixNewsDocuments

Polar Capital Funds plc - Artificial Intelligence Fund Class R EUR Accumulation Shares/  IE00BF0GL212  /

Fonds
NAV8/23/2024 Chg.+0.0500 Type of yield Investment Focus Investment company
19.9300EUR +0.25% reinvestment Equity Worldwide Polar Capital ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
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 -0.55 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 17.90% 17.88% 16.31% 18.10% 18.61%
Sharpe ratio 1.52 0.44 1.68 0.16 0.66
Best month +8.44% +8.44% +9.92% +12.84% +13.38%
Worst month -5.02% -5.02% -5.02% -10.98% -12.86%
Maximum loss -15.30% -15.30% -15.30% -33.15% -33.15%
Outperformance - - - - -
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Polar Capital Funds plc - Artifi... reinvestment 17.4400 +30.44% +21.03%
Polar Capital Funds plc - Artifi... reinvestment 19.9300 +30.95% +20.50%

Performance

YTD  
+18.77%
6 Months  
+5.56%
1 Year  
+30.95%
3 Years  
+20.50%
5 Years  
+108.26%
10 Years     -
Since start  
+115.93%
Year
2023  
+32.44%
2022
  -29.77%
2021  
+25.71%
2020  
+24.67%
2019  
+43.34%