C-QUADRAT ARTS Best Momentum PLN VTA/  AT0000A1H682  /

Fonds
NAV5/7/2021 Chg.+0.0300 Type of yield Investment Focus Investment company
125.1600PLN +0.02% full reinvestment Equity Worldwide Ampega Investment 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2016 -8.37 0.13 1.09 0.20 -0.36 0.30 3.36 0.34 -0.35 1.23 -1.53 3.82 -0.66%
2017 0.94 0.88 1.09 1.75 2.89 -2.67 0.87 -1.24 2.09 3.13 0.54 0.71 +11.38%
2018 2.77 -3.46 -3.36 1.60 2.54 -1.34 0.02 1.58 -0.76 -5.64 2.48 -8.39 -11.98%
2019 4.96 1.92 1.36 2.23 -4.32 1.11 2.68 -1.50 2.11 -1.35 2.07 0.39 +11.95%
2020 0.61 -4.06 -16.41 6.62 0.98 1.17 4.27 5.19 -2.29 0.61 10.55 2.56 +7.44%
2021 3.87 1.08 -0.01 0.26 0.57 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.55% 9.26% 12.28% 11.53% 10.31%
Sharpe ratio 1.92 3.43 2.68 0.44 0.68
Best month +3.87% +10.55% +10.55% +10.55% +10.55%
Worst month -0.01% -0.01% -2.29% -16.41% -16.41%
Maximum loss -5.58% -5.58% -5.58% -26.10% -26.25%
Outperformance +3.30% - +2.43% -7.24% -
 
All quotes in PLN

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
C-QUADRAT ARTS Best Momentum PLN... reinvestment 1,212.8600 +31.06% +17.99%
C-QUADRAT ARTS Best Momentum PLN... full reinvestment 125.1600 +32.37% +14.29%
C-QUADRAT ARTS Best Momentum EUR... full reinvestment 284.9400 +32.78% +11.49%
C-QUADRAT ARTS Best Momentum EUR... reinvestment 272.1000 +32.79% +11.50%

Performance

YTD  
+5.86%
6 Months  
+14.27%
1 Year  
+32.37%
3 Years  
+14.29%
5 Years  
+37.09%
Since start  
+26.89%
Year
2020  
+7.44%
2019  
+11.95%
2018
  -11.98%
2017  
+11.38%
2016
  -0.66%