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 | Mär | 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% | ||
