Polar Capital Funds plc - Global Insurance Fund Class I EUR Accumulation Shares/ IE00B55MWC15 /
NAV23.08.2024 | Diff.+0,0580 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
14,8268EUR | +0,39% | thesaurierend | Aktien weltweit | Polar Capital ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 1,20 | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 12,15% | 12,46% | 12,87% | 14,72% | 19,61% |
Sharpe Ratio | 2,90 | 1,53 | 1,86 | 0,86 | 0,44 |
Bester Monat | +7,75% | +4,86% | +7,75% | +9,77% | +9,77% |
Schlechtester Monat | -3,71% | -3,07% | -3,71% | -7,22% | -18,31% |
Maximaler Verlust | -5,05% | -5,05% | -5,29% | -10,85% | -38,71% |
Outperformance | -3,99% | - | -4,48% | - | - |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Polar Capital Funds plc - Global... | thesaurierend | 12,9598 | +26,17% | +55,61% | |
Polar Capital Funds plc - Global... | thesaurierend | 11,6860 | +25,54% | +53,29% | |
Polar Capital Funds plc - Global... | thesaurierend | 14,8268 | +27,43% | +56,92% | |
Polar Capital Funds plc - Global... | thesaurierend | 13,7893 | +26,69% | +54,79% |
Performance
lfd. Jahr | +23,38% | ||
---|---|---|---|
6 Monate | +10,71% | ||
1 Jahr | +27,43% | ||
3 Jahre | +56,92% | ||
5 Jahre | +77,72% | ||
10 Jahre | - | ||
seit Beginn | +115,58% | ||
Jahr | |||
2023 | +3,81% | ||
2022 | +17,53% | ||
2021 | +23,97% | ||
2020 | -10,62% | ||
2019 | +30,57% |