Polar Capital Funds plc - Healthcare Opportunities Fund GBP Distribution Shares/ IE00B28YJP58 /
| NAV04.11.2024 | Diff.+0,1400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 41,4400GBP | +0,34% | thesaurierend | Aktien weltweit | Polar Capital ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | - | - | - | - | - | - | - | - | - | - | 4,12 | - |
| 2008 | -2,57 | 0,61 | -0,60 | 2,03 | 1,39 | -1,18 | 0,00 | 8,53 | -5,30 | -7,34 | -0,21 | 15,45 | +9,29% |
| 2009 | -1,27 | -10,81 | 0,41 | 1,23 | -7,47 | 1,31 | 5,82 | 4,07 | 4,70 | -5,23 | 5,72 | 4,66 | +1,45% |
| 2010 | -0,53 | 6,81 | 4,87 | -2,72 | -2,96 | -7,12 | -4,20 | 0,76 | 6,62 | 1,95 | -0,17 | 4,18 | +6,60% |
| 2011 | -1,17 | 3,72 | 2,45 | 1,59 | 1,72 | 1,54 | -4,25 | -5,07 | 2,17 | 1,47 | 1,77 | 2,53 | +8,36% |
| 2012 | 2,62 | 1,95 | 4,13 | -1,98 | 0,43 | 4,46 | 1,79 | 0,41 | 4,85 | -3,08 | 2,79 | -0,39 | +19,14% |
| 2013 | 10,49 | 5,39 | 5,12 | 0,21 | 5,70 | 0,90 | 7,13 | -3,51 | 2,97 | 3,26 | 3,33 | 2,18 | +51,81% |
| 2014 | 13,23 | 3,62 | -2,76 | -6,28 | 2,00 | 3,21 | 0,45 | 6,11 | 0,14 | 6,82 | 4,32 | 0,25 | +34,22% |
| 2015 | 4,39 | 3,53 | 8,12 | -5,28 | 6,95 | -1,99 | 5,70 | -3,89 | -8,36 | -0,41 | 1,89 | 2,90 | +12,78% |
| 2016 | -6,54 | -2,47 | -1,05 | 0,19 | 2,74 | 9,11 | 6,40 | -2,72 | 2,58 | -1,21 | -3,24 | 1,26 | +4,12% |
| 2017 | 3,19 | 7,14 | 0,83 | -1,26 | -1,13 | 6,07 | -2,20 | 3,79 | -2,68 | -0,76 | 0,53 | 0,62 | +14,46% |
| 2018 | -0,33 | -0,76 | -2,73 | 2,41 | 9,84 | 2,27 | 3,80 | 5,76 | 2,02 | -4,73 | 3,68 | -7,84 | +12,87% |
| 2019 | 3,86 | 2,34 | 2,41 | -4,24 | -0,92 | 6,13 | 2,18 | -1,35 | -3,72 | -2,17 | 6,81 | 2,38 | +13,79% |
| 2020 | -1,73 | -3,11 | -9,21 | 16,06 | 10,13 | -2,07 | -2,59 | -3,18 | 4,01 | 0,69 | 5,10 | 1,97 | +14,55% |
| 2021 | -0,06 | -2,83 | 1,69 | 4,33 | -3,87 | 5,45 | 2,80 | 2,64 | -0,93 | -0,88 | -5,02 | 6,51 | +9,45% |
| 2022 | -10,84 | 1,22 | 5,66 | -2,09 | -1,01 | -1,75 | 6,15 | 3,84 | 1,53 | 0,40 | 3,66 | -2,97 | +2,61% |
| 2023 | 1,69 | -1,49 | -3,00 | 3,39 | 1,80 | 0,59 | -2,76 | -1,60 | -2,12 | -4,31 | 1,93 | 10,02 | +3,38% |
| 2024 | 4,68 | 6,03 | 1,02 | -3,66 | -2,49 | 6,76 | 3,10 | 2,56 | -4,40 | 0,56 | 0,39 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12,49% | 11,50% | 12,75% | 15,76% | 17,85% |
| Sharpe Ratio | 1,18 | 0,46 | 2,00 | 0,17 | 0,42 |
| Bester Monat | +10,02% | +6,76% | +10,02% | +10,02% | +16,06% |
| Schlechtester Monat | -4,40% | -4,40% | -4,40% | -10,84% | -10,84% |
| Maximaler Verlust | -7,89% | -5,93% | -7,89% | -16,60% | -24,99% |
| Outperformance | -0,23% | - | +5,36% | +4,73% | +18,39% |
Alle Kurse in GBP
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Polar Capital Funds plc - Health... | thesaurierend | 63,9800 | +28,65% | +19,93% | |
| Polar Capital Funds plc - Health... | thesaurierend | 41,4400 | +28,42% | +18,50% | |
| Polar Capital Funds plc - Health... | thesaurierend | 59,5400 | +28,46% | +18,53% | |
| Polar Capital Funds plc - Health... | thesaurierend | 76,1900 | +32,85% | +22,20% | |
| Polar Capital Funds plc - Health... | thesaurierend | 83,0400 | +34,76% | +15,35% | |
| Polar Capital Funds plc - Health... | ausschüttend | 49,3500 | +32,59% | +20,75% | |
| Polar Capital Funds plc - Health... | thesaurierend | 53,7900 | +34,51% | +14,01% | |
| Polar Capital Funds plc - Health... | thesaurierend | 77,2900 | +34,56% | +14,03% | |
| Polar Capital Funds plc - Health... | thesaurierend | 70,9100 | +32,64% | +20,78% |
Performance
| lfd. Jahr | +14,76% | ||
|---|---|---|---|
| 6 Monate | +4,07% | ||
| 1 Jahr | +28,42% | ||
| 3 Jahre | +18,50% | ||
| 5 Jahre | +64,90% | ||
| 10 Jahre | +176,82% | ||
| seit Beginn | +752,67% | ||
| Jahr | |||
| 2023 | +3,38% | ||
| 2022 | +2,61% | ||
| 2021 | +9,45% | ||
| 2020 | +14,55% | ||
| 2019 | +13,79% | ||
| 2018 | +12,87% | ||
| 2017 | +14,46% | ||
| 2016 | +4,12% | ||
| 2015 | +12,78% | ||
