Polar Capital Funds plc - Global Insurance Fund Class I GBP Accumulation Shares F/ IE00B61MW553 /
NAV23.08.2024 | Diff.+0,0377 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
12,9598GBP | +0,29% | thesaurierend | Aktien weltweit | Polar Capital ▶ |
Monatliche Performance
Jän | Feb | Mär | 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 | 2,90 | 1,80 | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 12,02% | 12,19% | 12,83% | 14,97% | 19,11% |
Sharpe Ratio | 2,54 | 1,42 | 1,76 | 0,82 | 0,37 |
Bester Monat | +6,06% | +4,70% | +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 | 12,9598 | +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 | +20,67% | ||
---|---|---|---|
6 Monate | +9,92% | ||
1 Jahr | +26,17% | ||
3 Jahre | +55,61% | ||
5 Jahre | +65,79% | ||
10 Jahre | - | ||
seit Beginn | +108,08% | ||
Jahr | |||
2023 | +1,37% | ||
2022 | +24,38% | ||
2021 | +16,28% | ||
2020 | -5,79% | ||
2019 | +23,28% |