Polar Capital Funds plc - Global Technology Fund Class R EUR Distribution Shares/ IE00B4468526 /
NAV29.08.2024 | Diff.-0.1200 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
90.5200EUR | -0.13% | ausschüttend | Aktien weltweit | Polar Capital ▶ |
Monatliche Performance
Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2009 | - | - | - | - | - | - | - | - | - | -3.84 | 2.71 | 13.61 | - |
2010 | -4.16 | 6.25 | 9.60 | 4.05 | 0.32 | -3.57 | 2.50 | -0.42 | 6.50 | 3.20 | 8.83 | 4.28 | +43.03% |
2011 | 0.00 | 2.56 | -4.00 | -2.52 | 1.07 | -4.41 | -3.78 | -9.58 | 0.53 | 11.28 | -0.85 | 0.29 | -10.26% |
2012 | 6.86 | 4.63 | 4.43 | -2.85 | -4.53 | -0.44 | 2.74 | 2.32 | 0.50 | -6.86 | 2.51 | 0.79 | +9.62% |
2013 | 0.35 | 4.50 | 3.07 | -3.30 | 4.90 | -1.19 | 2.89 | 1.01 | 3.40 | 1.79 | 2.49 | 4.15 | +26.50% |
2014 | 1.85 | 1.69 | -3.98 | -6.22 | 5.89 | 5.84 | 0.20 | 5.38 | 2.24 | 2.98 | 2.90 | 1.32 | +21.15% |
2015 | 4.82 | 8.06 | 3.15 | -3.25 | 4.76 | -3.30 | 1.73 | -7.64 | -2.58 | 10.98 | 7.26 | -4.41 | +19.27% |
2016 | -9.84 | -2.69 | 2.82 | -0.58 | 9.43 | 0.87 | 8.40 | 2.08 | 2.52 | 0.04 | 1.78 | -0.37 | +13.93% |
2017 | 4.84 | 7.08 | 2.34 | 1.82 | 2.71 | -2.67 | 1.53 | 1.34 | 2.29 | 8.20 | -0.97 | -1.83 | +29.45% |
2018 | 5.12 | 2.42 | -2.93 | 1.79 | 10.69 | -1.64 | 1.11 | 8.72 | -1.29 | -7.82 | 1.64 | -8.95 | +7.22% |
2019 | 10.40 | 6.15 | 3.69 | 6.43 | -8.27 | 4.66 | 4.96 | -1.11 | -0.23 | 1.05 | 6.48 | 1.50 | +40.43% |
2020 | 5.27 | -2.75 | -7.32 | 13.96 | 6.51 | 6.11 | 2.77 | 7.21 | -1.64 | 1.20 | 5.76 | 2.63 | +45.48% |
2021 | 2.85 | 0.50 | -0.78 | 1.72 | -3.07 | 8.76 | 0.52 | 3.86 | -4.36 | 5.40 | 3.69 | -1.80 | +17.85% |
2022 | -10.00 | -3.30 | 1.76 | -9.39 | -3.90 | -7.77 | 13.16 | -1.88 | -9.55 | -0.04 | 1.40 | -11.17 | -35.68% |
2023 | 10.77 | 2.47 | 6.09 | -6.01 | 16.10 | 2.67 | 2.68 | -1.65 | -3.42 | -3.02 | 11.21 | 4.24 | +47.92% |
2024 | 7.32 | 9.82 | 0.67 | -5.96 | 5.08 | 10.24 | -6.73 | -1.47 | - | - | - | - | - |
Einzelne Monate: Ausschüttungen nicht berücksichtigt
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 23.28% | 22.91% | 21.36% | 25.35% | 24.73% |
Sharpe Ratio | 1.13 | -0.08 | 1.27 | 0.06 | 0.52 |
Bester Monat | +10.24% | +10.24% | +11.21% | +16.10% | +16.10% |
Schlechtester Monat | -6.73% | -6.73% | -6.73% | -11.17% | -11.17% |
Maximaler Verlust | -17.67% | -17.67% | -17.67% | -39.60% | -39.60% |
Outperformance | +16.23% | - | +20.37% | +46.03% | +81.01% |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Polar Capital Funds plc - Global... | ausschüttend | 27.5300 | +31.72% | +2.08% | |
Polar Capital Funds plc - Global... | ausschüttend | 76.1600 | +27.83% | +13.79% | |
Polar Capital Funds plc - Global... | thesaurierend | 26.5600 | +31.03% | +0.53% | |
Polar Capital Funds plc - Global... | ausschüttend | 97.1200 | +31.33% | +17.74% | |
Polar Capital Funds plc - Global... | ausschüttend | 107.5200 | +34.27% | +10.42% | |
Polar Capital Funds plc - Global... | ausschüttend | 41.1400 | +32.97% | +5.08% | |
Polar Capital Funds plc - Global... | ausschüttend | 38.1100 | +28.40% | -1.96% | |
Polar Capital Funds plc - Global... | ausschüttend | 86.5800 | +27.85% | +13.79% | |
Polar Capital Funds plc - Global... | ausschüttend | 113.9000 | +33.59% | +8.78% | |
Polar Capital Funds plc - Global... | ausschüttend | 102.8900 | +30.69% | +15.98% | |
Polar Capital Funds plc - Global... | ausschüttend | 90.5200 | +30.70% | +15.99% | |
Polar Capital Funds plc - Global... | ausschüttend | 100.2000 | +33.60% | +8.77% | |
Polar Capital Funds plc - Global... | ausschüttend | 39.1700 | +31.00% | +0.41% | |
Polar Capital Funds plc - Global... | thesaurierend | 36.5400 | +27.72% | -3.46% |
Performance
lfd. Jahr | +18.78% | ||
---|---|---|---|
6 Monate | +0.78% | ||
1 Jahr | +30.70% | ||
3 Jahre | +15.99% | ||
5 Jahre | +112.39% | ||
10 Jahre | +463.29% | ||
seit Beginn | +1187.62% | ||
Jahr | |||
2023 | +47.92% | ||
2022 | -35.68% | ||
2021 | +17.85% | ||
2020 | +45.48% | ||
2019 | +40.43% | ||
2018 | +7.22% | ||
2017 | +29.45% | ||
2016 | +13.93% | ||
2015 | +19.27% |