Polar Capital Funds plc - Healthcare Opportunities Fund R GBP Distribution Shares/ IE00B3NM2Q33 /
NAV23.08.2024 | Diff.+0,1600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
61,1800GBP | +0,26% | thesaurierend | Aktien weltweit | Polar Capital ▶ |
Monatliche Performance
Jan | Feb | Mrz | 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 | 1,71 | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 13,24% | 13,19% | 13,28% | 15,81% | 17,94% |
Sharpe Ratio | 1,95 | 1,30 | 1,59 | 0,29 | 0,38 |
Bester Monat | +10,03% | +6,75% | +10,03% | +10,03% | +16,04% |
Schlechtester Monat | -3,65% | -3,65% | -4,32% | -10,82% | -10,82% |
Maximaler Verlust | -7,87% | -7,87% | -9,06% | -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 | 65,7600 | +25,09% | +27,91% | |
Polar Capital Funds plc - Health... | thesaurierend | 42,5900 | +24,71% | +26,27% | |
Polar Capital Funds plc - Health... | thesaurierend | 61,1800 | +24,70% | +26,25% | |
Polar Capital Funds plc - Health... | thesaurierend | 77,6000 | +26,22% | +29,16% | |
Polar Capital Funds plc - Health... | thesaurierend | 86,7400 | +30,08% | +22,97% | |
Polar Capital Funds plc - Health... | ausschüttend | 50,2500 | +25,85% | +27,47% | |
Polar Capital Funds plc - Health... | thesaurierend | 56,1700 | +29,66% | +21,37% | |
Polar Capital Funds plc - Health... | thesaurierend | 80,6900 | +29,69% | +21,37% | |
Polar Capital Funds plc - Health... | thesaurierend | 72,1900 | +25,83% | +27,48% |
Performance
lfd. Jahr | +17,95% | ||
---|---|---|---|
6 Monate | +9,82% | ||
1 Jahr | +24,70% | ||
3 Jahre | +26,25% | ||
5 Jahre | +64,29% | ||
10 Jahre | +202,87% | ||
seit Beginn | +786,67% | ||
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% |