Polar Capital Funds plc - Emerging Market Stars Fund GBP Class I Acc/ IE00BFMFDG40 /
| NAV02.10.2024 | Diff.+0.1500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 10.7400GBP | +1.42% | thesaurierend | Aktien Emerging Markets | Polar Capital ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | 0.40 | -3.82 | -3.01 | -8.46 | 6.01 | -3.34 | - |
| 2019 | 4.96 | 0.29 | 3.86 | 3.58 | -4.25 | 6.10 | 4.84 | -2.37 | -0.64 | -0.77 | 1.81 | 5.34 | +24.51% |
| 2020 | -1.45 | 0.74 | -13.75 | 9.45 | 7.09 | 12.52 | 2.99 | 3.74 | 0.50 | 0.90 | 4.64 | 4.43 | +33.70% |
| 2021 | 4.25 | -0.17 | -4.25 | 4.08 | -3.83 | 6.34 | -6.05 | 3.90 | -1.13 | 0.26 | 0.00 | -2.20 | +0.36% |
| 2022 | -4.77 | -5.01 | -1.39 | -4.44 | 0.00 | -4.65 | 2.33 | 6.60 | -8.63 | -8.11 | 14.15 | -4.77 | -19.08% |
| 2023 | 8.79 | -5.62 | 1.84 | -5.53 | 0.79 | 2.01 | 4.38 | -4.30 | -0.99 | -4.87 | 8.27 | 2.58 | +6.12% |
| 2024 | -3.67 | 5.88 | 3.60 | -0.20 | -0.50 | 5.69 | -3.50 | 0.10 | 2.25 | 2.78 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 13.61% | 14.26% | 13.72% | 18.19% | 18.81% |
| Sharpe Ratio | 1.02 | 0.47 | 1.08 | -0.23 | 0.19 |
| Bester Monat | +5.88% | +5.69% | +8.27% | +14.15% | +14.15% |
| Schlechtester Monat | -3.67% | -3.50% | -4.87% | -8.63% | -13.75% |
| Maximaler Verlust | -9.76% | -9.76% | -9.76% | -31.64% | -34.68% |
| Outperformance | - | - | - | - | - |
Alle Kurse in GBP
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Polar Capital Funds plc - Emergi... | thesaurierend | 14.2300 | +28.89% | -5.39% | |
| Polar Capital Funds plc - Emergi... | thesaurierend | 10.7400 | +18.02% | -2.89% | |
| Polar Capital Funds plc - Emergi... | thesaurierend | 12.8900 | +22.65% | -0.39% |
Performance
| lfd. Jahr | +12.58% | ||
|---|---|---|---|
| 6 Monate | +4.88% | ||
| 1 Jahr | +18.02% | ||
| 3 Jahre | -2.89% | ||
| 5 Jahre | +39.48% | ||
| 10 Jahre | - | ||
| seit Beginn | +41.88% | ||
| Jahr | |||
| 2023 | +6.12% | ||
| 2022 | -19.08% | ||
| 2021 | +0.36% | ||
| 2020 | +33.70% | ||
| 2019 | +24.51% | ||
