Polar Capital Funds plc - Global Insurance Fund Class R EUR Accumulation Shares/ IE00B52VLZ70 /
| NAV04.11.2024 | Diff.-0.1450 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 13.9280EUR | -1.03% | thesaurierend | Aktien weltweit | Polar Capital ▶ |
Monatliche Performance
| Jan | Feb | Mär | 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 | 3.51 | 4.00 | 0.40 | -1.30 | -0.85 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 13.10% | 14.46% | 13.33% | 15.11% | 19.85% |
| Sharpe Ratio | 2.01 | 0.86 | 1.39 | 0.87 | 0.41 |
| Bester Monat | +7.70% | +4.81% | +7.70% | +9.72% | +9.72% |
| Schlechtester Monat | -3.75% | -1.30% | -3.75% | -7.28% | -18.38% |
| Maximaler Verlust | -6.53% | -6.53% | -6.53% | -10.93% | -38.67% |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Polar Capital Funds plc - Global... | thesaurierend | 12.9828 | +18.16% | +56.69% | |
| Polar Capital Funds plc - Global... | thesaurierend | 11.6951 | +17.58% | +54.36% | |
| Polar Capital Funds plc - Global... | thesaurierend | 14.9914 | +22.05% | +59.48% | |
| Polar Capital Funds plc - Global... | thesaurierend | 13.9280 | +21.41% | +57.30% |
Performance
| lfd. Jahr | +24.22% | ||
|---|---|---|---|
| 6 Monate | +7.39% | ||
| 1 Jahr | +21.41% | ||
| 3 Jahre | +57.30% | ||
| 5 Jahre | +70.41% | ||
| 10 Jahre | - | ||
| seit Beginn | +110.50% | ||
| Jahr | |||
| 2023 | +3.29% | ||
| 2022 | +17.10% | ||
| 2021 | +23.35% | ||
| 2020 | -11.15% | ||
| 2019 | +29.89% | ||
