Polar Capital Funds plc - Financial Opportunities Class R GBP Accumulation Shares/ IE00BCRYMF78 /
| NAV23.07.2024 | Diff.+0.0200 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 14.3400GBP | +0.14% | thesaurierend | Aktien weltweit | Polar Capital ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | -0.86 | 4.52 | 0.18 | -2.48 | -7.45 | 1.43 | -7.53 | - |
| 2019 | 4.13 | 2.19 | 0.61 | 5.78 | -2.97 | 4.55 | 3.50 | -4.38 | 2.39 | -1.59 | 2.37 | 2.31 | +19.98% |
| 2020 | -3.71 | -6.86 | -23.21 | 5.78 | 5.84 | 3.99 | -2.71 | 3.71 | -3.92 | 1.28 | 14.71 | 3.91 | -6.15% |
| 2021 | -1.16 | 8.68 | 3.14 | 3.48 | 1.09 | -0.83 | -1.43 | 3.91 | 1.80 | 2.98 | -3.05 | 0.48 | +20.25% |
| 2022 | 1.84 | -3.15 | -0.41 | -3.67 | 1.19 | -6.20 | 4.20 | 3.17 | -2.91 | 2.14 | 4.27 | -2.33 | -2.49% |
| 2023 | 4.93 | 0.16 | -7.98 | 1.53 | -2.26 | 2.57 | 3.59 | -3.06 | 0.58 | -3.89 | 3.87 | 4.81 | +4.03% |
| 2024 | 0.40 | 4.41 | 4.30 | -1.23 | 3.07 | -0.99 | 2.87 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 8.45% | 8.47% | 8.92% | 13.41% | 18.48% |
| Sharpe Ratio | 2.55 | 3.23 | 1.30 | 0.22 | 0.10 |
| Bester Monat | +4.81% | +4.41% | +4.81% | +4.93% | +14.71% |
| Schlechtester Monat | -1.23% | -1.23% | -3.89% | -7.98% | -23.21% |
| Maximaler Verlust | -3.94% | -3.94% | -8.19% | -17.05% | -36.49% |
| Outperformance | -0.59% | - | 0.00% | - | - |
Alle Kurse in GBP
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 | +13.36% | ||
|---|---|---|---|
| 6 Monate | +14.45% | ||
| 1 Jahr | +15.27% | ||
| 3 Jahre | +21.22% | ||
| 5 Jahre | +31.44% | ||
| 10 Jahre | - | ||
| seit Beginn | +34.27% | ||
| Jahr | |||
| 2023 | +4.03% | ||
| 2022 | -2.49% | ||
| 2021 | +20.25% | ||
| 2020 | -6.15% | ||
| 2019 | +19.98% | ||
