Polar Capital Funds plc - Global Insurance Fund Class I GBP Accumulation Shares F/ IE00B61MW553 /
NAV23.07.2024 | Diff.+0,0551 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
12,3697GBP | +0,45% | thesaurierend | Aktien weltweit | Polar Capital ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2018 | - | - | - | - | - | -0,78 | 6,62 | 3,01 | 1,49 | -3,50 | 2,93 | -6,05 | - |
2019 | 2,13 | 4,37 | 1,24 | 4,65 | 3,29 | 3,41 | 3,90 | 0,78 | 2,21 | -5,78 | 1,56 | -0,22 | +23,28% |
2020 | 0,51 | -4,64 | -16,00 | -2,16 | 7,57 | 3,31 | -0,27 | 1,91 | -2,03 | -1,39 | 7,66 | 1,81 | -5,79% |
2021 | -5,65 | 6,25 | 4,35 | 5,07 | -2,80 | -1,27 | 1,01 | 5,74 | -3,73 | 3,76 | -1,12 | 4,51 | +16,28% |
2022 | 1,08 | 0,13 | 7,59 | -0,73 | 2,50 | -0,13 | -0,93 | 3,99 | -1,42 | 7,62 | 3,93 | -1,05 | +24,38% |
2023 | 2,28 | 1,07 | -6,98 | 3,43 | -4,47 | 1,25 | 1,05 | 1,17 | 4,37 | 1,69 | 0,31 | -3,19 | +1,37% |
2024 | 6,06 | 4,20 | 4,10 | -3,19 | 4,70 | -1,22 | -0,01 | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 11,84% | 12,04% | 12,54% | 14,89% | 19,14% |
Sharpe Ratio | 2,13 | 1,53 | 1,19 | 0,87 | 0,31 |
Bester Monat | +6,06% | +6,06% | +6,06% | +7,62% | +7,66% |
Schlechtester Monat | -3,19% | -3,19% | -3,19% | -6,98% | -16,00% |
Maximaler Verlust | -4,70% | -4,70% | -5,74% | -11,25% | -31,11% |
Outperformance | - | - | - | - | - |
Alle Kurse in GBP
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Polar Capital Funds plc - Global... | thesaurierend | 12,3697 | +18,57% | +58,53% | |
Polar Capital Funds plc - Global... | thesaurierend | 11,1586 | +17,99% | +56,17% | |
Polar Capital Funds plc - Global... | thesaurierend | 14,2749 | +22,05% | +61,17% | |
Polar Capital Funds plc - Global... | thesaurierend | 13,2812 | +21,39% | +58,98% |
Performance
lfd. Jahr | +15,18% | ||
---|---|---|---|
6 Monate | +10,46% | ||
1 Jahr | +18,57% | ||
3 Jahre | +58,53% | ||
5 Jahre | +58,58% | ||
10 Jahre | - | ||
seit Beginn | +98,61% | ||
Jahr | |||
2023 | +1,37% | ||
2022 | +24,38% | ||
2021 | +16,28% | ||
2020 | -5,79% | ||
2019 | +23,28% |