Polar Capital Funds plc - Global Technology Fund Class R Hedged CHF Distribution Shares/ IE00BTN23516 /
| NAV19.09.2024 | Diff.+1.0600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 36.7700CHF | +2.97% | thesaurierend | Aktien weltweit | Polar Capital ▶ |
Monatliche Performance
| Jan | Feb | Mär | 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% | ||
