Polar Capital Funds plc - Global Insurance Fund Class R EUR Accumulation Shares/ IE00B52VLZ70 /
NAV22.07.2024 | Diff.+0,0479 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
13,1794EUR | +0,36% | thesaurierend | Aktien weltweit | Polar Capital ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2018 | - | - | - | - | - | -1,62 | 5,66 | 2,54 | 2,00 | -3,27 | 2,72 | -7,15 | - |
2019 | 5,05 | 6,31 | 0,54 | 4,86 | 0,37 | 2,17 | 2,19 | 1,04 | 4,51 | -3,23 | 2,70 | 0,34 | +29,89% |
2020 | 1,23 | -6,91 | -18,38 | -0,10 | 3,57 | 2,35 | 0,38 | 2,98 | -3,73 | -0,88 | 8,55 | 1,87 | -11,15% |
2021 | -4,58 | 8,23 | 6,30 | 2,90 | -1,67 | -1,24 | 1,63 | 5,10 | -3,98 | 5,59 | -1,92 | 5,85 | +23,35% |
2022 | 1,53 | -0,10 | 6,53 | -0,20 | 1,28 | -1,43 | 1,74 | 0,78 | -2,99 | 9,72 | 3,38 | -3,60 | +17,10% |
2023 | 2,82 | 1,72 | -7,28 | 3,42 | -2,50 | 1,47 | 1,15 | 1,17 | 2,98 | 1,23 | 1,37 | -3,75 | +3,29% |
2024 | 7,70 | 3,86 | 4,13 | -3,12 | 4,81 | -0,70 | 0,09 | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 11,48% | 11,68% | 12,39% | 14,68% | 19,70% |
Sharpe Ratio | 2,63 | 1,82 | 1,36 | 0,89 | 0,35 |
Bester Monat | +7,70% | +7,70% | +7,70% | +9,72% | +9,72% |
Schlechtester Monat | -3,75% | -3,12% | -3,75% | -7,28% | -18,38% |
Maximaler Verlust | -4,65% | -4,65% | -5,30% | -10,93% | -38,67% |
Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Polar Capital Funds plc - Global... | thesaurierend | 12,3146 | +18,05% | +58,68% | |
Polar Capital Funds plc - Global... | thesaurierend | 11,1091 | +17,47% | +56,32% | |
Polar Capital Funds plc - Global... | thesaurierend | 14,1653 | +21,12% | +61,16% | |
Polar Capital Funds plc - Global... | thesaurierend | 13,1794 | +20,46% | +58,97% |
Performance
lfd. Jahr | +17,55% | ||
---|---|---|---|
6 Monate | +11,74% | ||
1 Jahr | +20,46% | ||
3 Jahre | +58,97% | ||
5 Jahre | +65,13% | ||
10 Jahre | - | ||
seit Beginn | +99,18% | ||
Jahr | |||
2023 | +3,29% | ||
2022 | +17,10% | ||
2021 | +23,35% | ||
2020 | -11,15% | ||
2019 | +29,89% |