Polar Capital Funds plc - Global Insurance Fund Class R EUR Accumulation Shares/ IE00B52VLZ70 /
NAV23.08.2024 | Diff.+0,0542 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
13,7893EUR | +0,39% | 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 | 3,51 | 1,17 | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 12,16% | 12,46% | 12,95% | 14,84% | 19,72% |
Sharpe Ratio | 2,84 | 1,48 | 1,79 | 0,82 | 0,41 |
Bester Monat | +7,70% | +4,81% | +7,70% | +9,72% | +9,72% |
Schlechtester Monat | -3,75% | -3,12% | -3,75% | -7,28% | -18,38% |
Maximaler Verlust | -5,03% | -5,03% | -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 | 12,9598 | +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 | +22,99% | ||
---|---|---|---|
6 Monate | +10,44% | ||
1 Jahr | +26,69% | ||
3 Jahre | +54,79% | ||
5 Jahre | +73,20% | ||
10 Jahre | - | ||
seit Beginn | +108,40% | ||
Jahr | |||
2023 | +3,29% | ||
2022 | +17,10% | ||
2021 | +23,35% | ||
2020 | -11,15% | ||
2019 | +29,89% |