Polar Capital Funds plc - Healthcare Opportunities Fund GBP Distribution Shares/  IE00B28YJP58  /

Fonds
NAV5/24/2024 Chg.-0.0200 Type of yield Investment Focus Investment company
37.7200GBP -0.05% reinvestment Equity Worldwide Polar Capital 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2007 - - - - - - - - - - - 4.12 -
2008 -2.57 0.61 -0.60 2.03 1.39 -1.18 0.00 8.53 -5.30 -7.34 -0.21 15.45 +9.29%
2009 -1.27 -10.81 0.41 1.23 -7.47 1.31 5.82 4.07 4.70 -5.23 5.72 4.66 +1.45%
2010 -0.53 6.81 4.87 -2.72 -2.96 -7.12 -4.20 0.76 6.62 1.95 -0.17 4.18 +6.60%
2011 -1.17 3.72 2.45 1.59 1.72 1.54 -4.25 -5.07 2.17 1.47 1.77 2.53 +8.36%
2012 2.62 1.95 4.13 -1.98 0.43 4.46 1.79 0.41 4.85 -3.08 2.79 -0.39 +19.14%
2013 10.49 5.39 5.12 0.21 5.70 0.90 7.13 -3.51 2.97 3.26 3.33 2.18 +51.81%
2014 13.23 3.62 -2.76 -6.28 2.00 3.21 0.45 6.11 0.14 6.82 4.32 0.25 +34.22%
2015 4.39 3.53 8.12 -5.28 6.95 -1.99 5.70 -3.89 -8.36 -0.41 1.89 2.90 +12.78%
2016 -6.54 -2.47 -1.05 0.19 2.74 9.11 6.40 -2.72 2.58 -1.21 -3.24 1.26 +4.12%
2017 3.19 7.14 0.83 -1.26 -1.13 6.07 -2.20 3.79 -2.68 -0.76 0.53 0.62 +14.46%
2018 -0.33 -0.76 -2.73 2.41 9.84 2.27 3.80 5.76 2.02 -4.73 3.68 -7.84 +12.87%
2019 3.86 2.34 2.41 -4.24 -0.92 6.13 2.18 -1.35 -3.72 -2.17 6.81 2.38 +13.79%
2020 -1.73 -3.11 -9.21 16.06 10.13 -2.07 -2.59 -3.18 4.01 0.69 5.10 1.97 +14.55%
2021 -0.06 -2.83 1.69 4.33 -3.87 5.45 2.80 2.64 -0.93 -0.88 -5.02 6.51 +9.45%
2022 -10.84 1.22 5.66 -2.09 -1.01 -1.75 6.15 3.84 1.53 0.40 3.66 -2.97 +2.61%
2023 1.69 -1.49 -3.00 3.39 1.80 0.59 -2.76 -1.60 -2.12 -4.31 1.93 10.02 +3.38%
2024 4.68 6.03 1.02 -3.66 -3.31 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 13.71% 13.98% 13.29% 15.75% 17.96%
Sharpe ratio 0.58 2.20 -0.02 0.20 0.26
Best month +10.02% +10.02% +10.02% +10.02% +16.06%
Worst month -3.66% -3.66% -4.31% -10.84% -10.84%
Maximum loss -7.25% -7.25% -14.04% -16.60% -24.99%
Outperformance -0.23% - +5.36% +4.73% +18.39%
 
All quotes in GBP

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Polar Capital Funds plc - Health... reinvestment 37.7200 +3.60% +22.47%
Polar Capital Funds plc - Health... reinvestment 54.1800 +3.57% +22.47%
Polar Capital Funds plc - Health... reinvestment 58.2800 +4.11% +24.32%
Polar Capital Funds plc - Health... reinvestment 68.4500 +6.42% +26.01%
Polar Capital Funds plc - Health... reinvestment 74.2400 +7.24% +11.86%
Polar Capital Funds plc - Health... paying dividend 44.3000 +5.88% +24.16%
Polar Capital Funds plc - Health... reinvestment 48.0500 +6.71% +10.21%
Polar Capital Funds plc - Health... reinvestment 63.6300 +5.87% +24.13%
Polar Capital Funds plc - Health... reinvestment 69.0200 +6.71% +10.20%

Performance

YTD  
+4.46%
6 Months  
+15.88%
1 Year  
+3.60%
3 Years  
+22.47%
5 Years  
+50.16%
10 Years  
+194.69%
Since start  
+676.13%
Year
2023  
+3.38%
2022  
+2.61%
2021  
+9.45%
2020  
+14.55%
2019  
+13.79%
2018  
+12.87%
2017  
+14.46%
2016  
+4.12%
2015  
+12.78%