Polar Capital Funds plc - Financial Opportunities Class R USD Accumulation Shares/ IE00BCRYMD54 /
| NAV04.11.2024 | Diff.-0.0700 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 19.1300USD | -0.36% | thesaurierend | Aktien weltweit | Polar Capital ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | -1.72 | 3.94 | -0.77 | -2.12 | -9.32 | 1.20 | -7.56 | - |
| 2019 | 7.50 | 3.25 | -1.38 | 5.84 | -6.25 | 5.57 | -0.37 | -4.92 | 3.61 | 3.33 | 2.27 | 4.80 | +24.62% |
| 2020 | -4.17 | -9.70 | -25.51 | 7.64 | 3.74 | 3.99 | 3.29 | 5.39 | -6.80 | 1.26 | 18.40 | 6.38 | -3.14% |
| 2021 | -0.64 | 10.65 | 1.73 | 3.91 | 3.46 | -3.35 | -0.85 | 2.88 | -0.30 | 4.72 | -6.44 | 2.93 | +19.20% |
| 2022 | 0.89 | -3.11 | -2.30 | -8.18 | 1.55 | -9.57 | 4.49 | -1.41 | -6.85 | 6.05 | 7.08 | -1.28 | -13.38% |
| 2023 | 7.38 | -1.53 | -6.01 | 3.16 | -3.60 | 5.26 | 4.86 | -4.51 | -3.22 | -4.41 | 8.30 | 5.57 | +10.18% |
| 2024 | 0.31 | 3.77 | 4.11 | -2.06 | 4.79 | -1.73 | 6.02 | 3.43 | 0.41 | -1.49 | 0.10 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10.48% | 11.31% | 10.35% | 14.89% | 20.02% |
| Sharpe Ratio | 1.86 | 1.42 | 2.76 | -0.02 | 0.17 |
| Bester Monat | +6.02% | +6.02% | +8.30% | +8.30% | +18.40% |
| Schlechtester Monat | -2.06% | -1.73% | -2.06% | -9.57% | -25.51% |
| Maximaler Verlust | -6.48% | -6.48% | -6.48% | -28.08% | -44.29% |
| Outperformance | -0.80% | - | +0.01% | - | - |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Polar Capital Funds plc - Financ... | ausschüttend | 13.4000 | +26.07% | +14.62% | |
| Polar Capital Funds plc - Financ... | thesaurierend | 15.5600 | +26.20% | +14.66% | |
| Polar Capital Funds plc - Financ... | ausschüttend | 12.5800 | +25.52% | +12.93% | |
| Polar Capital Funds plc - Financ... | thesaurierend | 14.7400 | +25.55% | +13.04% | |
| Polar Capital Funds plc - Financ... | ausschüttend | 17.4000 | +32.21% | +10.33% | |
| Polar Capital Funds plc - Financ... | ausschüttend | 15.9600 | +30.26% | +16.85% | |
| Polar Capital Funds plc - Financ... | ausschüttend | 16.3300 | +31.51% | +8.70% | |
| Polar Capital Funds plc - Financ... | ausschüttend | 14.9800 | +29.61% | +15.02% | |
| Polar Capital Funds plc - Financ... | thesaurierend | 19.1300 | +31.48% | +8.69% | |
| Polar Capital Funds plc - Financ... | thesaurierend | 17.5500 | +29.62% | +15.16% |
Performance
| lfd. Jahr | +18.67% | ||
|---|---|---|---|
| 6 Monate | +9.07% | ||
| 1 Jahr | +31.48% | ||
| 3 Jahre | +8.69% | ||
| 5 Jahre | +37.33% | ||
| 10 Jahre | - | ||
| seit Beginn | +33.78% | ||
| Jahr | |||
| 2023 | +10.18% | ||
| 2022 | -13.38% | ||
| 2021 | +19.20% | ||
| 2020 | -3.14% | ||
| 2019 | +24.62% | ||
