Polar Capital Funds plc - Healthcare Opportunities Fund USD Distribution Shares/  IE00B28YJN35  /

Fonds
NAV6/20/2024 Chg.-0.0200 Type of yield Investment Focus Investment company
49.3400USD -0.04% reinvestment Equity Worldwide Polar Capital 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2008 -2.68 0.82 -0.81 1.63 1.10 -0.40 -0.50 0.00 -7.41 -16.02 -5.28 8.16 -21.05%
2009 -1.01 -11.82 1.01 4.71 0.55 3.52 6.41 2.46 2.64 -2.34 5.27 2.84 +13.71%
2010 -1.22 1.46 4.53 -1.80 -8.39 -3.87 0.24 -0.97 9.23 3.38 -2.72 4.59 +3.32%
2011 1.28 5.29 1.00 5.57 0.66 -1.03 -2.17 -5.70 -2.36 5.25 -0.90 1.31 +7.82%
2012 4.17 3.24 4.16 -0.44 -4.72 6.45 1.67 1.81 6.62 -3.34 2.30 0.97 +24.63%
2013 7.73 0.96 5.20 2.65 2.92 0.99 7.11 -1.58 7.80 2.47 5.33 3.35 +54.74%
2014 12.26 5.69 -3.26 -5.07 1.28 5.23 -0.80 4.38 -2.27 5.43 2.12 -0.20 +26.26%
2015 0.57 6.53 3.88 -1.94 6.20 0.99 4.91 -5.48 -9.59 1.55 -0.69 0.77 +6.65%
2016 -10.06 -4.21 2.09 2.13 2.09 0.21 5.62 -4.02 1.72 -7.59 -0.48 0.13 -12.73%
2017 5.08 5.96 1.30 2.18 -1.33 6.71 -0.72 1.46 1.33 -1.77 2.45 -0.11 +24.50%
2018 5.46 -3.87 -0.94 0.56 6.10 1.48 3.14 4.80 2.37 -6.64 3.51 -7.99 +6.97%
2019 7.27 3.47 0.33 -4.20 -4.19 7.15 -1.68 -1.89 -2.59 2.75 6.75 4.87 +18.36%
2020 -2.22 -6.14 -11.84 18.04 7.98 -2.13 3.47 -1.68 0.89 0.70 8.50 4.42 +18.18%
2021 0.40 -1.08 0.38 4.67 -1.47 2.68 3.43 1.59 -2.93 0.74 -8.33 9.04 +8.45%
2022 -11.67 1.23 3.69 -6.64 -0.63 -5.35 6.39 -0.70 -2.62 4.27 6.48 -1.98 -8.85%
2023 4.07 -3.13 -0.92 5.08 0.39 3.16 -1.58 -3.07 -5.74 -4.87 6.32 10.81 +9.54%
2024 4.58 5.32 0.89 -4.50 -0.84 1.86 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 13.28% 14.17% 13.97% 16.50% 18.78%
Sharpe ratio 0.93 1.71 0.16 -0.02 0.24
Best month +10.81% +10.81% +10.81% +10.81% +18.04%
Worst month -4.50% -4.50% -5.74% -11.67% -11.84%
Maximum loss -9.24% -9.24% -17.79% -25.77% -33.14%
Outperformance -0.23% - +6.63% +4.50% +19.16%
 
All quotes in USD

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Polar Capital Funds plc - Health... reinvestment 38.9000 +6.31% +21.07%
Polar Capital Funds plc - Health... reinvestment 55.8800 +6.30% +21.08%
Polar Capital Funds plc - Health... reinvestment 60.1300 +6.88% +22.92%
Polar Capital Funds plc - Health... reinvestment 71.1400 +8.25% +24.57%
Polar Capital Funds plc - Health... reinvestment 76.2800 +6.46% +12.14%
Polar Capital Funds plc - Health... paying dividend 46.0200 +7.65% +22.72%
Polar Capital Funds plc - Health... reinvestment 49.3400 +5.88% +10.45%
Polar Capital Funds plc - Health... reinvestment 66.1100 +7.65% +22.72%
Polar Capital Funds plc - Health... reinvestment 70.8800 +5.87% +10.46%

Performance

YTD  
+7.19%
6 Months  
+13.09%
1 Year  
+5.88%
3 Years  
+10.45%
5 Years  
+48.30%
10 Years  
+117.74%
Since start  
+394.88%
Year
2023  
+9.54%
2022
  -8.85%
2021  
+8.45%
2020  
+18.18%
2019  
+18.36%
2018  
+6.97%
2017  
+24.50%
2016
  -12.73%
2015  
+6.65%