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

Fonds
NAV19.09.2024 Diff.+1,0600 Ertragstyp Ausrichtung Fondsgesellschaft
36,7700CHF +2,97% 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 -0,33 - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 23,27% 22,85% 21,80% 26,21% 25,05%
Sharpe Ratio 0,88 0,07 1,29 -0,13 0,35
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 27,7300 +35,60% +5,88%
Polar Capital Funds plc - Global... ausschüttend 76,2500 +28,84% +16,47%
Polar Capital Funds plc - Global... thesaurierend 26,7500 +34,96% +4,29%
Polar Capital Funds plc - Global... ausschüttend 97,4500 +32,91% +20,74%
Polar Capital Funds plc - Global... ausschüttend 108,4500 +38,36% +14,60%
Polar Capital Funds plc - Global... ausschüttend 41,4500 +36,84% +8,99%
Polar Capital Funds plc - Global... ausschüttend 38,3500 +32,29% +1,59%
Polar Capital Funds plc - Global... ausschüttend 86,6800 +28,85% +16,47%
Polar Capital Funds plc - Global... ausschüttend 114,8600 +37,67% +12,90%
Polar Capital Funds plc - Global... ausschüttend 103,2100 +32,25% +18,95%
Polar Capital Funds plc - Global... ausschüttend 90,8000 +32,25% +18,96%
Polar Capital Funds plc - Global... ausschüttend 101,0500 +37,69% +12,91%
Polar Capital Funds plc - Global... ausschüttend 39,4400 +34,93% +4,15%
Polar Capital Funds plc - Global... thesaurierend 36,7700 +31,60% +0,05%

Performance

lfd. Jahr  
+16,55%
6 Monate  
+2,48%
1 Jahr  
+31,60%
3 Jahre  
+0,05%
5 Jahre  
+78,41%
10 Jahre     -
seit Beginn  
+264,42%
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%