Porównanie stopy zwrotu funduszy inwestycyjnych
Porównanie stóp zwrotu: fundusze zagraniczne - akcji / uniwersalny (Stany Zjednoczone)
Nazwa 1 mies. 2 mies. 3 mies. 6 mies. 12 mies. 18 mies. 24 mies. 36 mies.
Allianz US Equity Fund A (EUR) +4,32% +2,36% +3,61% +14,41% +33,25% +32,06% +30,65% +78,31%
Allianz US Equity Fund A (USD) +4,13% +1,54% +4,45% +15,74% +34,86% +32,03% +32,90% +80,16%
Allianz US Equity Fund AT (USD) +4,14% +1,55% +4,47% +15,80% +34,83% +34,18% +35,05% +83,26%
Allianz US Equity Fund CT (EUR) +4,23% +2,20% +4,77% +15,56% +30,20% +30,56% +28,60% +74,57%
Allianz US Equity Fund N (EUR) +4,42% +2,54% +4,58% +15,91% +29,34% +29,95% +29,18% +77,17%
Allianz US Equity Fund N (USD) +4,27% +1,78% +4,07% +15,67% +29,01% +28,15% +29,74% +76,95%
Allianz US Equity Fund P (EUR) +4,40% +2,49% +4,53% +15,70% +29,15% +29,61% +28,73% +77,13%
Allianz US Equity Fund P (GBP) +3,93% +1,66% +5,57% +15,89% +27,94% +29,48% +29,30% +77,38%
Allianz US Equity Fund P (USD) +4,24% +1,74% +4,01% +15,51% +28,64% +27,61% +28,99% +75,87%
Allianz US Equity Fund W (EUR) +3,01% +2,90% +2,81% +7,09% +20,93% +19,50% +17,87% +33,83%
BNP Paribas Asset Management BNP Paribas Parvest Equity USA Growth +2,24% +3,10% +12,91% +6,15% +25,14% +28,71% +30,12% -61,90%
BNP Paribas Parvest Equity USA Growth D Inc EUR (H) (EUR) +0,24% +1,65% +4,06% -5,46% -1,92% -0,21% +7,75%  
BNP Paribas Parvest Equity USA Growth D Inc USD (USD) -0,35% +6,18% +10,79% -1,50% +7,04% +36,92% +79,65%  
BNP Paribas Parvest Equity USA Growth N Acc USD (USD) +1,22% -2,08% +0,61% -8,18% -3,26% +10,97% +31,71%  
Fidelity Funds - America Fund A Acc PLN (H) (PLN) -0,62% -0,80% +2,30% -0,25% +1,97% +3,62% +7,87% +19,36%
Fidelity Funds - America Fund A Acc USD (USD) -1,08% -2,01% +2,99% +2,02% +15,40% +10,39% +4,03% +19,74%
Fidelity Funds - America Fund E Acc EUR (EUR) -0,40% -1,24% +3,18% +1,64% +15,23% +9,95% +3,99% +18,43%
Fidelity Funds America Fund A Acc EUR (EUR) -3,31% +2,40% -0,40% +6,44% +17,35% +8,14% +34,94% +67,39%
Franklin Templeton Investment Funds U.S. Equity Fund A Acc EUR (EUR) -1,71% -3,76% +2,81% -2,18% -6,58% +6,08% -1,54% +14,17%
Franklin Templeton Investment Funds U.S. Equity Fund A Acc EUR (H) (EUR) +0,01% -3,06% +1,63% +1,67% +0,55% +7,60% +3,85% +6,80%
Franklin Templeton Investment Funds U.S. Equity Fund N Acc EUR (EUR) -1,77% -3,89% +2,59% -2,56% -7,31% +4,87% -3,03% +11,58%
Franklin Templeton Investment Funds U.S. Equity Fund N Acc USD (USD) +15,62% +2,51% +0,78% -6,62% +3,45% +5,53% -1,30% +18,37%
Franklin US Equity Fund A Acc USD (USD) +2,79% +2,74% +1,35% -5,06% -8,27% +11,41% +25,12% +42,35%
Franklin US Opportunities Fund A Acc EUR (EUR) +2,05% +1,11% +4,66% -8,39% -3,60% +15,03% +32,19% +57,58%
JPMorgan Funds Highbridge US Steep A (perf) Acc USD (USD) -2,91% -0,64% -0,62% +9,91% +8,91% +4,78% +13,48% +24,87%
JPMorgan Funds Highbridge US Steep C (perf) Acc PLN (H) (PLN) -5,60% +0,69% +3,88% +9,96% +9,67% +17,76% +37,91% +15,92%
JPMorgan Funds Highbridge US Steep D (perf) Acc PLN (H) (PLN) -1,51% -0,30% +0,94% +2,18% +6,60% +11,31% +16,52% +26,41%
JPMorgan Funds Highbridge US Steep D (perf) Acc USD (USD) -3,00% -0,79% -0,87% +9,43% +8,01% +3,49% +11,65% +21,89%
JPMorgan Funds US Growth C Acc USD (USD) +1,80% +3,72% +12,99% +6,54% +26,58% +34,46% +42,96% +69,11%
JPMorgan Funds US Value C Acc USD (USD) +1,06% +1,49% +9,22% +5,58% +17,21% +13,00% +8,60% +31,43%
JPMorgan Investment Funds US Select Equity D Acc EUR (H) (EUR) +2,26% +2,13% +8,73% +0,78% +6,78% +9,08% +16,05% +29,17%
Lyxor Exchange Traded Funds Multi Units Luxembourg - Lyxor ETF S&P500 +2,71% +3,28% +12,37% -75,35% -70,69% -71,82% -72,17% -67,66%
Nordea 1 North American All Cap Fund BP Acc USD (USD) +3,13% +12,74% +7,76% +6,48% +7,59% +0,60% +19,93% +14,82%
Nordea 1 North American All Cap Fund E Acc PLN (PLN) +3,36% +12,34% +7,59% +6,09% +7,10% -0,91% +16,84% +11,79%
Nordea 1 North American Value Fund AP Inc EUR (EUR) +2,28% +5,57% +0,47% +4,39% +16,32% +15,60% +25,93% +41,16%
Nordea 1 North American Value Fund AP Inc USD (USD) +4,26% +15,83% +9,39% +5,43% +4,94% -6,22% +16,41% +1,15%
Nordea 1 North American Value Fund BP Inc USD (USD) +4,28% +15,86% +9,39% +5,45% +4,97% -6,02% +16,65% +1,34%
Nordea 1 North American Value Fund E Acc EUR (EUR) +3,44% +10,15% +4,60% +4,42% +9,86% +3,06% +19,13% +16,77%
Nordea 1 North American Value Fund E Acc USD (USD) +2,98% +10,73% +4,66% +4,60% +9,51% +3,25% +19,85% +17,34%
Raiffeisen Capital Management Raiffeisen US Akcje VTA Acc EUR (EUR) -1,42% -0,44% -0,32% +7,99% +10,96% +14,32% +30,70% +36,25%
Data aktualizacji: 2019-04-18, Źródło danych: Notoria