Polar Capital Funds plc - Healthcare Opportunities Fund R GBP Distribution Shares/ IE00B3NM2Q33 /
| NAV04.11.2024 | Diff.+0,2100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 59,5400GBP | +0,35% | thesaurierend | Aktien weltweit | Polar Capital ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2009 | - | - | - | - | -7,10 | 1,22 | 5,74 | 4,14 | 4,66 | -5,24 | 5,81 | 4,44 | - |
| 2010 | -0,50 | 6,92 | 4,82 | -2,81 | -3,00 | -7,02 | -4,23 | 0,94 | 6,62 | 1,74 | -0,12 | 4,03 | +6,51% |
| 2011 | -1,18 | 3,57 | 2,87 | 1,79 | 1,64 | 1,51 | -4,36 | -5,44 | 1,88 | 1,73 | 1,59 | 3,24 | +8,70% |
| 2012 | 2,70 | 1,89 | 4,13 | -1,98 | 0,51 | 4,43 | 1,83 | 0,38 | 4,81 | -3,06 | 2,88 | -0,45 | +19,24% |
| 2013 | 10,43 | 5,50 | 5,14 | 0,15 | 5,77 | 0,98 | 7,20 | -3,55 | 3,21 | 3,18 | 3,33 | 2,19 | +52,31% |
| 2014 | 13,15 | 3,58 | -2,74 | -6,32 | 1,95 | 3,23 | 0,42 | 6,17 | 0,00 | 6,95 | 4,27 | 0,27 | +33,99% |
| 2015 | 4,40 | 3,53 | 8,18 | -5,32 | 6,98 | -1,99 | 5,74 | -3,91 | -8,59 | -0,33 | 1,90 | 2,88 | +12,66% |
| 2016 | -6,55 | -2,49 | -1,04 | 0,22 | 2,75 | 9,09 | 6,34 | -2,67 | 2,56 | -1,21 | -3,23 | 1,27 | +4,10% |
| 2017 | 3,18 | 7,16 | 0,82 | -1,29 | -1,10 | 6,09 | -2,20 | 3,79 | -2,68 | -0,76 | 0,54 | 0,60 | +14,47% |
| 2018 | -0,36 | -0,70 | -2,58 | 2,37 | 10,50 | 2,31 | 3,53 | 5,96 | 2,03 | -4,74 | 3,53 | -7,85 | +13,47% |
| 2019 | 3,85 | 2,33 | 2,41 | -4,26 | -0,92 | 6,13 | 2,18 | -1,35 | -3,72 | -2,17 | 6,78 | 2,42 | +13,76% |
| 2020 | -1,74 | -3,13 | -9,18 | 16,04 | 10,15 | -2,09 | -2,58 | -3,19 | 4,02 | 0,70 | 5,09 | 1,99 | +14,53% |
| 2021 | -0,07 | -2,82 | 1,68 | 4,33 | -3,87 | 5,45 | 2,79 | 2,65 | -0,93 | -0,88 | -5,03 | 6,49 | +9,42% |
| 2022 | -10,82 | 1,22 | 5,67 | -2,10 | -0,99 | -1,77 | 6,17 | 3,82 | 1,51 | 0,44 | 3,63 | -2,96 | +2,64% |
| 2023 | 1,69 | -1,51 | -2,98 | 3,36 | 1,81 | 0,58 | -2,77 | -1,57 | -2,13 | -4,32 | 1,92 | 10,03 | +3,37% |
| 2024 | 4,68 | 6,02 | 1,02 | -3,65 | -2,48 | 6,75 | 3,10 | 2,56 | -4,41 | 0,56 | 0,40 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12,50% | 11,50% | 12,74% | 15,75% | 17,84% |
| Sharpe Ratio | 1,18 | 0,47 | 2,01 | 0,17 | 0,42 |
| Bester Monat | +10,03% | +6,75% | +10,03% | +10,03% | +16,04% |
| Schlechtester Monat | -4,41% | -4,41% | -4,41% | -10,82% | -10,82% |
| Maximaler Verlust | -7,87% | -5,89% | -7,87% | -16,60% | -25,00% |
| Outperformance | -0,23% | - | +5,36% | +4,43% | +19,25% |
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 | +14,79% | ||
|---|---|---|---|
| 6 Monate | +4,11% | ||
| 1 Jahr | +28,46% | ||
| 3 Jahre | +18,53% | ||
| 5 Jahre | +64,98% | ||
| 10 Jahre | +177,83% | ||
| seit Beginn | +762,90% | ||
| Jahr | |||
| 2023 | +3,37% | ||
| 2022 | +2,64% | ||
| 2021 | +9,42% | ||
| 2020 | +14,53% | ||
| 2019 | +13,76% | ||
| 2018 | +13,47% | ||
| 2017 | +14,47% | ||
| 2016 | +4,10% | ||
| 2015 | +12,66% | ||
