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Polar Capital Funds plc - Global Insurance Fund Class I EUR Accumulation Shares/  IE00B55MWC15  /

Fonds
NAV04/11/2024 Chg.-0.1554 Type of yield Investment Focus Investment company
14.9914EUR -1.03% reinvestment Equity Worldwide Polar Capital ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2018 - - - - - -1.58 5.71 2.54 2.02 -3.20 2.76 -7.12 -
2019 5.09 6.35 0.58 4.90 0.39 2.23 2.24 0.98 4.58 -3.14 2.76 0.40 +30.57%
2020 1.20 -6.94 -18.31 0.19 3.39 2.49 0.31 3.10 -3.72 -0.88 8.82 1.91 -10.62%
2021 -4.54 8.28 6.35 2.94 -1.64 -1.19 1.67 5.14 -3.94 5.64 -1.88 5.90 +23.97%
2022 1.57 -0.06 6.58 -0.16 1.33 -1.52 1.84 0.80 -3.02 9.77 3.38 -3.48 +17.53%
2023 2.87 1.65 -7.22 3.43 -2.45 1.63 1.20 1.15 2.95 1.27 1.55 -3.71 +3.81%
2024 7.75 3.90 4.17 -3.07 4.86 -0.66 3.56 4.04 0.44 -1.25 -0.85 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 13.09% 14.45% 13.29% 14.98% 19.74%
Sharpe ratio 2.06 0.90 1.44 0.92 0.44
Best month +7.75% +4.86% +7.75% +9.77% +9.77%
Worst month -3.71% -1.25% -3.71% -7.22% -18.31%
Maximum loss -6.51% -6.51% -6.51% -10.85% -38.71%
Outperformance -3.99% - -4.48% - -
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Polar Capital Funds plc - Global... reinvestment 12.9828 +18.16% +56.69%
Polar Capital Funds plc - Global... reinvestment 11.6951 +17.58% +54.36%
Polar Capital Funds plc - Global... reinvestment 14.9914 +22.05% +59.48%
Polar Capital Funds plc - Global... reinvestment 13.9280 +21.41% +57.30%

Performance

YTD  
+24.75%
6 Months  
+7.66%
1 Year  
+22.05%
3 Years  
+59.48%
5 Years  
+74.68%
10 Years     -
Since start  
+117.97%
Year
2023  
+3.81%
2022  
+17.53%
2021  
+23.97%
2020
  -10.62%
2019  
+30.57%