Polar Capital Funds plc - Global Insurance Fund Class R GBP Accumulation Shares/ IE00B4X2MP98 /
NAV23.08.2024 | Diff.+0,0339 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
11,6860GBP | +0,29% | thesaurierend | Aktien weltweit | Polar Capital ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2018 | - | - | - | - | - | -0,82 | 6,57 | 2,91 | 1,49 | -3,70 | 2,79 | -6,09 | - |
2019 | 2,09 | 4,33 | 1,20 | 4,61 | 3,22 | 3,40 | 3,85 | 0,48 | 2,25 | -5,70 | 1,54 | -0,26 | +22,62% |
2020 | 0,44 | -4,77 | -16,01 | -1,97 | 7,32 | 3,41 | -0,51 | 2,02 | -2,16 | -1,56 | 7,97 | 1,77 | -6,14% |
2021 | -5,69 | 6,21 | 4,30 | 5,03 | -2,84 | -1,32 | 0,97 | 5,70 | -3,77 | 3,72 | -1,16 | 4,46 | +15,70% |
2022 | 1,04 | 0,09 | 7,54 | -0,77 | 2,45 | -0,18 | -0,97 | 3,94 | -1,49 | 7,31 | 4,13 | -1,08 | +23,74% |
2023 | 2,24 | 1,00 | -6,99 | 3,38 | -4,51 | 1,23 | 1,01 | 1,13 | 4,29 | 1,66 | 0,30 | -3,23 | +0,88% |
2024 | 6,02 | 4,16 | 4,06 | -3,23 | 4,66 | -1,26 | 2,85 | 1,77 | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 12,02% | 12,20% | 12,78% | 14,87% | 19,00% |
Sharpe Ratio | 2,48 | 1,37 | 1,72 | 0,79 | 0,35 |
Bester Monat | +6,02% | +4,66% | +6,02% | +7,54% | +7,97% |
Schlechtester Monat | -3,23% | -3,23% | -3,23% | -6,99% | -16,01% |
Maximaler Verlust | -4,72% | -4,72% | -5,77% | -11,29% | -31,27% |
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 | +20,28% | ||
---|---|---|---|
6 Monate | +9,65% | ||
1 Jahr | +25,54% | ||
3 Jahre | +53,29% | ||
5 Jahre | +62,19% | ||
10 Jahre | - | ||
seit Beginn | +101,31% | ||
Jahr | |||
2023 | +0,88% | ||
2022 | +23,74% | ||
2021 | +15,70% | ||
2020 | -6,14% | ||
2019 | +22,62% |