Polar Capital Funds plc - Healthcare Opportunities Fund R GBP Distribution Shares/  IE00B3NM2Q33  /

Fonds
NAV5/23/2024 Chg.-0.7500 Type of yield Investment Focus Investment company
54.2100GBP -1.36% reinvestment Equity Worldwide Polar Capital 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
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 -3.27 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 13.78% 14.02% 13.39% 15.74% 17.95%
Sharpe ratio 0.59 2.22 -0.05 0.20 0.27
Best month +10.03% +10.03% +10.03% +10.03% +16.04%
Worst month -3.65% -3.65% -4.32% -10.82% -10.82%
Maximum loss -7.21% -7.21% -14.04% -16.60% -25.00%
Outperformance -0.23% - +5.36% +4.43% +19.25%
 
All quotes in GBP

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Polar Capital Funds plc - Health... reinvestment 37.7400 +3.20% +22.53%
Polar Capital Funds plc - Health... reinvestment 54.2100 +3.18% +22.54%
Polar Capital Funds plc - Health... reinvestment 58.3200 +3.72% +24.40%
Polar Capital Funds plc - Health... reinvestment 68.4700 +5.65% +26.05%
Polar Capital Funds plc - Health... reinvestment 74.1300 +6.13% +11.69%
Polar Capital Funds plc - Health... paying dividend 44.3100 +5.12% +24.19%
Polar Capital Funds plc - Health... reinvestment 47.9700 +5.59% +10.02%
Polar Capital Funds plc - Health... reinvestment 63.6500 +5.12% +24.17%
Polar Capital Funds plc - Health... reinvestment 68.9100 +5.59% +10.03%

Performance

YTD  
+4.51%
6 Months  
+15.93%
1 Year  
+3.18%
3 Years  
+22.54%
5 Years  
+51.42%
10 Years  
+200.00%
Since start  
+685.65%
Year
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%