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Polar Capital Funds plc - Global Technology Fund Class R Hedged CHF Distribution Shares/  IE00BTN23516  /

Fonds
NAV04.11.2024 Diff.-0,0200 Ertragstyp Ausrichtung Fondsgesellschaft
37,4300CHF -0,05% thesaurierend Aktien weltweit Polar Capital ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2015 - 7,27 -1,49 0,94 2,33 -2,01 0,65 -6,01 -3,25 9,77 2,50 -1,90 +7,53%
2016 -10,23 -2,16 7,56 -0,10 6,15 0,00 8,92 1,52 3,24 -2,90 -1,24 -1,09 +8,48%
2017 7,05 5,24 2,71 3,52 5,82 -1,47 4,69 1,95 1,59 6,46 1,18 -1,69 +43,42%
2018 8,83 0,16 -2,50 -0,28 6,76 -1,94 1,17 7,76 -1,71 -10,31 1,33 -8,44 -1,07%
2019 10,54 5,15 1,91 5,97 -9,06 6,66 2,36 -2,31 -1,48 3,10 5,13 2,90 +33,77%
2020 3,76 -3,75 -7,98 13,40 8,03 6,96 8,03 7,78 -3,16 0,36 8,34 4,73 +54,61%
2021 2,03 0,28 -4,27 3,99 -2,05 5,89 0,38 3,33 -6,24 5,13 0,88 -0,98 +7,90%
2022 -11,43 -3,21 0,47 -14,42 -2,80 -10,30 10,10 -3,49 -12,34 1,17 4,30 -8,45 -42,18%
2023 12,34 -0,21 8,24 -4,70 11,80 4,63 3,36 -3,58 -6,20 -3,49 14,26 4,99 +46,40%
2024 5,23 9,07 0,11 -7,17 6,33 8,44 -6,16 1,32 1,65 -0,37 0,19 - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 22,23% 21,66% 21,03% 26,14% 25,04%
Sharpe Ratio 0,87 0,57 1,48 -0,16 0,37
Bester Monat +9,07% +8,44% +14,26% +14,26% +14,26%
Schlechtester Monat -7,17% -6,16% -7,17% -14,42% -14,42%
Maximaler Verlust -17,10% -17,10% -17,10% -46,60% -46,60%
Outperformance -10,88% - -14,63% +6,21% +38,38%
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Polar Capital Funds plc - Global... ausschüttend 28,3200 +37,94% +2,94%
Polar Capital Funds plc - Global... ausschüttend 79,6200 +33,61% +14,18%
Polar Capital Funds plc - Global... thesaurierend 27,3000 +37,25% +1,37%
Polar Capital Funds plc - Global... ausschüttend 101,8300 +38,66% +18,10%
Polar Capital Funds plc - Global... ausschüttend 110,9900 +40,65% +11,49%
Polar Capital Funds plc - Global... ausschüttend 42,3900 +39,21% +6,00%
Polar Capital Funds plc - Global... ausschüttend 39,0700 +34,77% -1,41%
Polar Capital Funds plc - Global... ausschüttend 90,5000 +33,60% +14,17%
Polar Capital Funds plc - Global... ausschüttend 117,4700 +39,95% +9,84%
Polar Capital Funds plc - Global... ausschüttend 107,7800 +37,97% +16,34%
Polar Capital Funds plc - Global... ausschüttend 94,8200 +37,96% +16,36%
Polar Capital Funds plc - Global... ausschüttend 103,3500 +39,96% +9,84%
Polar Capital Funds plc - Global... ausschüttend 40,2500 +37,23% +1,26%
Polar Capital Funds plc - Global... thesaurierend 37,4300 +34,06% -2,93%

Performance

lfd. Jahr  
+18,64%
6 Monate  
+7,40%
1 Jahr  
+34,06%
3 Jahre
  -2,93%
5 Jahre  
+78,75%
10 Jahre     -
seit Beginn  
+270,96%
Jahr
2023  
+46,40%
2022
  -42,18%
2021  
+7,90%
2020  
+54,61%
2019  
+33,77%
2018
  -1,07%
2017  
+43,42%
2016  
+8,48%
2015  
+7,53%