Polar Capital Funds plc - Financial Opportunities Class R EUR Accumulation Shares/ IE00BCRYMG85 /
| NAV23.07.2024 | Diff.+0.0800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 17.0700EUR | +0.47% | thesaurierend | Aktien weltweit | Polar Capital ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | -1.76 | 3.75 | -0.16 | -2.06 | -6.97 | 1.26 | -8.47 | - |
| 2019 | 7.11 | 4.00 | 0.00 | 6.03 | -5.61 | 3.23 | 1.95 | -3.90 | 4.58 | 1.07 | 3.51 | 2.92 | +26.97% |
| 2020 | -2.99 | -8.93 | -25.35 | 7.79 | 2.16 | 2.96 | -1.85 | 4.70 | -5.49 | 2.01 | 15.32 | 3.95 | -11.20% |
| 2021 | 0.09 | 10.70 | 5.14 | 1.41 | 2.27 | -0.71 | -0.79 | 3.27 | 1.62 | 4.84 | -3.83 | 1.85 | +28.24% |
| 2022 | 2.36 | -3.29 | -1.36 | -3.17 | 0.00 | -7.34 | 7.07 | 0.00 | -4.38 | 4.43 | 3.52 | -4.86 | -7.74% |
| 2023 | 5.62 | 0.83 | -8.29 | 1.57 | -0.22 | 2.88 | 3.73 | -2.97 | -0.78 | -4.24 | 4.95 | 4.21 | +6.50% |
| 2024 | 1.99 | 4.17 | 4.39 | -1.11 | 3.19 | -0.42 | 3.83 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 7.67% | 7.77% | 8.45% | 13.17% | 19.14% |
| Sharpe Ratio | 3.77 | 4.14 | 1.77 | 0.27 | 0.17 |
| Bester Monat | +4.39% | +4.39% | +4.95% | +7.07% | +15.32% |
| Schlechtester Monat | -1.11% | -1.11% | -4.24% | -8.29% | -25.35% |
| Maximaler Verlust | -3.46% | -3.46% | -9.33% | -18.30% | -43.05% |
| Outperformance | -1.04% | - | +0.03% | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Polar Capital Funds plc - Financ... | ausschüttend | 12.2500 | +15.36% | +21.22% | |
| Polar Capital Funds plc - Financ... | ausschüttend | 13.0300 | +15.97% | +23.03% | |
| Polar Capital Funds plc - Financ... | thesaurierend | 15.1200 | +15.86% | +23.03% | |
| Polar Capital Funds plc - Financ... | thesaurierend | 14.3400 | +15.27% | +21.22% | |
| Polar Capital Funds plc - Financ... | ausschüttend | 16.8200 | +16.79% | +15.53% | |
| Polar Capital Funds plc - Financ... | ausschüttend | 15.5000 | +19.19% | +25.19% | |
| Polar Capital Funds plc - Financ... | ausschüttend | 15.8100 | +16.16% | +13.78% | |
| Polar Capital Funds plc - Financ... | ausschüttend | 14.5800 | +18.72% | +23.44% | |
| Polar Capital Funds plc - Financ... | thesaurierend | 18.5100 | +16.12% | +13.77% | |
| Polar Capital Funds plc - Financ... | thesaurierend | 17.0700 | +18.62% | +23.43% |
Performance
| lfd. Jahr | +17.00% | ||
|---|---|---|---|
| 6 Monate | +16.52% | ||
| 1 Jahr | +18.62% | ||
| 3 Jahre | +23.43% | ||
| 5 Jahre | +40.26% | ||
| 10 Jahre | - | ||
| seit Beginn | +39.92% | ||
| Jahr | |||
| 2023 | +6.50% | ||
| 2022 | -7.74% | ||
| 2021 | +28.24% | ||
| 2020 | -11.20% | ||
| 2019 | +26.97% | ||
