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Polar Global Technology R Dis Eur
161.36
+3.61%
Currency: EUR
Date: 26/04/01
Trend
| Last | Previous | Currency | Date | Chng |
|---|---|---|---|---|
| 161.36 | 155.74 | EUR | 26/04/01 | +3.61 |
Terms
| Isin | IE00B4468526 |
| Contract Type | Fondo Comune Inv. |
| Currency | EUR |
| Class | R |
| Risk Class | 5 |
| Assogestioni Category | Altri |
| Declared Benchmark | N.Av. |
| Start Date | 09/09/04 |
| Advisor Name | N.Av. |
| Fund Asset Under Management | N.Av. |
Performance
| Cumulatives | |
|---|---|
| 1 month | -2.39 |
| Ytd | +12.72 |
| 1 year | +83.18 |
| 3 years | +160.09 |
| 5 years | +125.58 |
| Yearly | |
|---|---|
| 02/28/2025 | +34.73 |
| 02/29/2024 | +39.42 |
| 02/28/2023 | +47.92 |
| 02/28/2022 | -35.68 |
| 02/28/2021 | +17.85 |
| Rating |
|---|
|
| Score |
|---|
| 52.172 |
Company
Fundrock Man. Company (Irl)Ltd
N.Av. N.Av. - N.Av.
Tel. N.Av.
N.Av. N.Av. - N.Av.
Tel. N.Av.
Costs
| Entrance (ACP) | Min: 0,0000 - Max: 0,0000 |
| Management | 1.5 |
| Reimbursement | 0% |
| Administrative | 0% |
| Switch | 0% |
| Tunnel | 0 |
Subscription
| One Solution | |
|---|---|
| Initial | 0,0000 EUR |
| Integrative | N.Av. EUR |
| Accumulation Plan | |
|---|---|
| Duration | N.Av. |
| Minimum Payment Unit | N.Av. |
| Initial Payment | 0,0000 |
Costs
| Entrance (ACP) | Min: 0,0000 - Max: 0,0000 |
| Management | 1.5 |
| Reimbursement | 0% |
| Administrative | 0% |
| Switch | 0% |
| Tunnel | 0 |
Performance
| Cumulatives | |
|---|---|
| 1 day | +3.61 |
| 1 week | -2.90 |
| 1 month | -2.39 |
| 3 months | +12.72 |
| 6 months | +19.99 |
| From the beginning of the year | +12.72 |
| 1 year | +83.18 |
| 2 years | +78.46 |
| 3 years | +160.09 |
| 4 years | +125.80 |
| 5 years | +125.58 |
| Yearly | |
|---|---|
| 02/28/2025 | +34.73 |
| 02/29/2024 | +39.42 |
| 02/28/2023 | +47.92 |
| 02/28/2022 | -35.68 |
| 02/28/2021 | +17.85 |
| Rating |
|---|
|
|
| Score |
|---|
| 52.172 |
Efficiency Indicators
| Sharpe 1 year | 1.1522 |
| Benchmark 1 year | N.Av. |
| Sharpe 3 years | 1.3688 |
| Benchmark 3 years | N.Av. |
| Sharpe 5 years | 0.7114 |
| Benchmark 5 years | N.Av. |
| Sortino 1 year | 2.132 |
| Benchmark 1 year | N.Av. |
| Sortino 3 years | 2.6204 |
| Benchmark 3 years | N.Av. |
| Sortino 5 years | 1.2076 |
| Benchmark 5 years | N.Av. |
Absolute
| Standard Volatility | |
|---|---|
| 1 year | +33.57 |
| 3 years | +24.93 |
| 5 years | +24.55 |
| Negative Volatility | |
|---|---|
| 1 year | +18.17 |
| 3 years | +13.03 |
| 5 years | +14.43 |
Benchmark
| Standard Volatility | |
|---|---|
| 1 year | N.Av. |
| 3 years | N.Av. |
| 5 years | N.Av. |
| Negative Volatility | |
|---|---|
| 1 year | N.Av. |
| 3 years | N.Av. |
| 5 years | N.Av. |
Updated Monthly - 26/02/27
Relative
| Sharpe | 1.3688 |
| Sortino | 2.6204 |
| Bull Market | N.Av. |
| Bear Market | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
| Benchmark | N.Av. |
Three years data
| Risk Class | 5 |
General
| 1 year 18,005 | 3 years 15,888 | 5 years 14,134 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 18,005
238
+60.40
3 years 15,888
117
+182.68
5 years 14,134
306
+135.28
|
238 | +60.40 | 117 | +182.68 | 306 | +135.28 |
|
Total Volatility
1 year 18,005
22,283
+33.57
3 years 15,888
19,384
+24.93
5 years 14,134
17,096
+24.55
|
22,283 | +33.57 | 19,384 | +24.93 | 17,096 | +24.55 |
|
Negative Volatility
1 year 18,005
22,129
+18.17
3 years 15,888
19,077
+13.03
5 years 14,134
16,742
+14.43
|
22,129 | +18.17 | 19,077 | +13.03 | 16,742 | +14.43 |
|
Sharpe Index
1 year 18,005
5,663
+1.15
3 years 15,888
720
+1.37
5 years 14,134
2,481
+0.71
|
5,663 | +1.15 | 720 | +1.37 | 2,481 | +0.71 |
|
Sortino Index
1 year 18,005
5,264
+2.13
3 years 15,888
985
+2.62
5 years 14,134
2,240
+1.21
|
5,264 | +2.13 | 985 | +2.62 | 2,481 | +1.21 |
By Category
| 1 year 18,005 | 3 years 15,888 | 5 years 14,134 | ||||
|---|---|---|---|---|---|---|
| Pos. | Chng % | Pos. | Chng % | Pos. | Chng % | |
|
Performance
1 year 18,005
155
+60.40
3 years 15,888
87
+182.68
5 years 14,134
165
+135.28
|
155 | +60.40 | 87 | +182.68 | 165 | +135.28 |
|
Total Volatility
1 year 18,005
8,072
+33.57
3 years 15,888
6,692
+24.93
5 years 14,134
5,796
+24.55
|
8,072 | +33.57 | 6,692 | +24.93 | 5,796 | +24.55 |
|
Negative Volatility
1 year 18,005
7,992
+18.17
3 years 15,888
6,551
+13.03
5 years 14,134
5,679
+14.43
|
7,992 | +18.17 | 6,551 | +13.03 | 5,679 | +14.43 |
|
Sharpe Index
1 year 18,005
2,116
+1.15
3 years 15,888
310
+1.37
5 years 14,134
1,079
+0.71
|
2,116 | +1.15 | 310 | +1.37 | 1,079 | +0.71 |
|
Sortino Index
1 year 18,005
1,973
+2.13
3 years 15,888
400
+2.62
5 years 14,134
990
+1.21
|
1,973 | +2.13 | 400 | +2.62 | 990 | +1.21 |
Data provided by 