DetailsChartProfileRisk matrixNewsDocuments

Polar Capital Funds plc - Emerging Market Stars Fund USD Class I Acc/  IE00BFMFDD19  /

Fonds
NAV11/4/2024 Chg.+0.0600 Type of yield Investment Focus Investment company
13.7900USD +0.44% reinvestment Equity Emerging Markets Polar Capital ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2018 - - - - - - -0.40 -4.62 -2.74 -10.17 5.66 -3.42 -
2019 8.50 1.31 1.83 3.48 -7.34 7.15 0.82 -2.85 0.42 4.28 1.80 7.87 +29.52%
2020 -1.91 -2.51 -16.21 11.38 5.01 12.35 9.44 5.38 -2.55 0.92 8.09 6.85 +37.92%
2021 4.69 1.64 -5.53 4.47 -1.51 3.64 -5.49 2.87 -3.17 1.96 -3.47 0.13 -0.53%
2022 -5.71 -5.00 -3.19 -8.89 0.42 -8.12 2.46 1.96 -12.30 -4.68 17.33 -3.74 -28.11%
2023 11.28 -7.23 4.03 -3.96 -0.54 4.50 5.69 -5.71 -4.67 -5.44 12.96 3.31 +12.38%
2024 -3.70 5.12 3.41 -1.02 1.11 4.95 -1.94 2.44 4.39 -2.50 0.88 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 13.27% 13.83% 13.39% 18.56% 19.68%
Sharpe ratio 0.98 0.69 1.50 -0.40 0.16
Best month +5.12% +4.95% +12.96% +17.33% +17.33%
Worst month -3.70% -2.50% -3.70% -12.30% -16.21%
Maximum loss -11.30% -11.30% -11.30% -41.21% -45.59%
Outperformance - - - - -
 
All quotes in USD

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Polar Capital Funds plc - Emergi... reinvestment 13.7900 +23.02% -12.67%
Polar Capital Funds plc - Emergi... reinvestment 10.6200 +17.35% -9.31%
Polar Capital Funds plc - Emergi... reinvestment 12.6500 +21.17% -7.53%

Performance

YTD  
+13.40%
6 Months  
+6.08%
1 Year  
+23.02%
3 Years
  -12.67%
5 Years  
+35.73%
10 Years     -
Since start  
+37.90%
Year
2023  
+12.38%
2022
  -28.11%
2021
  -0.53%
2020  
+37.92%
2019  
+29.52%