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

Fonds
NAV02.10.2024 Diff.+0,0400 Ertragstyp Ausrichtung Fondsgesellschaft
37,0500CHF +0,11% 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 -1,20 - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 22,89% 22,87% 21,61% 26,14% 25,05%
Sharpe Ratio 0,90 0,04 1,44 -0,04 0,41
Bester Monat +9,07% +8,44% +14,26% +14,26% +14,26%
Schlechtester Monat -7,17% -7,17% -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 27,9600 +38,35% +12,79%
Polar Capital Funds plc - Global... ausschüttend 76,9400 +28,51% +23,42%
Polar Capital Funds plc - Global... thesaurierend 26,9600 +37,62% +11,04%
Polar Capital Funds plc - Global... ausschüttend 99,1600 +34,27% +28,53%
Polar Capital Funds plc - Global... ausschüttend 109,4300 +41,16% +22,02%
Polar Capital Funds plc - Global... ausschüttend 41,8000 +39,61% +16,14%
Polar Capital Funds plc - Global... ausschüttend 38,6500 +35,09% +8,08%
Polar Capital Funds plc - Global... ausschüttend 87,4600 +28,50% +23,43%
Polar Capital Funds plc - Global... ausschüttend 115,8800 +40,46% +20,22%
Polar Capital Funds plc - Global... ausschüttend 105,0000 +33,60% +26,63%
Polar Capital Funds plc - Global... ausschüttend 92,3700 +33,60% +26,62%
Polar Capital Funds plc - Global... ausschüttend 101,9400 +40,47% +20,21%
Polar Capital Funds plc - Global... ausschüttend 39,7600 +37,67% +10,91%
Polar Capital Funds plc - Global... thesaurierend 37,0500 +34,43% +6,47%

Performance

lfd. Jahr  
+17,43%
6 Monate  
+2,07%
1 Jahr  
+34,43%
3 Jahre  
+6,47%
5 Jahre  
+88,84%
10 Jahre     -
seit Beginn  
+267,20%
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%