Итого | Январь | Февраль | Март | Апрель | Май | Июнь | Июль | Август | ||
Benchmark | ||||||||||
S&P500 (в рублях) | 12.5% | 1.81% | 3.76% | 1.53% | 2.11% | -5.67% | 3.44% | 1.92% | 3.26% | -1.81% |
Индекс Московской биржи | 15.6% | 6.41% | -1.42% | 0.48% | 2.49% | 4.14% | 3.77% | -0.95% | 0.02% | |
"Русский Баффет" | 8.1% | 2.98% | 0.00% | 2.66% | 0.17% | -2.31% | -0.03% | 2.62% | 1.84% | |
Индекс государственных облигаций | 12.6% | 2.76% | -0.10% | 1.01% | 1.28% | 1.80% | 2.41% | 1.35% | 1.48% | |
Доллар США | -4.5% | -6.41% | 0.77% | -0.25% | -1.76% | 0.97% | -3.23% | 0.60% | 5.16% | |
Россия и США | ||||||||||
Большие возможности | 13.2% | 5.07% | 0.58% | -1.91% | 7.73% | -5.61% | 5.19% | 3.07% | -0.92% | |
Глобальный баланс LIGHT | 8.2% | -2.27% | 1.36% | -0.59% | 2.80% | -1.83% | 4.65% | 0.02% | 3.98% | |
Консервативный инвестор | 12.2% | 3.78% | 0.60% | -0.49% | 2.04% | 1.88% | 2.44% | 1.00% | 0.40% | |
Оптимальный баланс | 15.2% | 0.80% | 1.38% | -0.42% | 2.51% | 0.08% | 4.15% | 2.37% | 3.46% | |
Рантье опт | 11.3% | 3.43% | 0.23% | 1.40% | 2.54% | -0.30% | 3.23% | 0.14% | 0.17% | |
Россия/США : умеренная мультистратегия | 18.9% | 3.12% | 4.43% | -0.84% | 2.41% | -0.07% | 3.27% | 1.80% | 3.47% | |
Российские акции | ||||||||||
Большие возможности ИИС | 17.2% | 9.82% | -1.97% | 0.13% | 5.62% | -1.86% | 5.39% | 0.21% | -0.64% | |
Перспективные акции min | 7.6% | 1.62% | 1.70% | -3.64% | 1.37% | 1.22% | 1.98% | 4.30% | -0.96% | |
Россия: умеренный портфель | 3.7% | 0.93% | -0.84% | 0.09% | 1.46% | 0.10% | 1.20% | 0.00% | 0.71% | |
Эмитенты.ru | 17.9% | 5.78% | -1.41% | -0.84% | 3.75% | 3.06% | 5.77% | 0.44% | 0.41% | |
Российские акции+Ликвидные фьючерсы+ОФЗ | ||||||||||
Оптимальный баланс ИИС | 5.0% | 4.05% | -0.71% | 0.57% | 1.14% | 0.71% | 1.76% | -1.32% | -1.15% | |
Сбалансированная опт | 11.9% | 3.76% | -1.34% | 0.02% | 2.22% | 2.07% | 2.50% | 0.79% | 1.39% | |
Россия: все рынки | 5.3% | -7.08% | -1.13% | -1.06% | 2.43% | 0.78% | 1.73% | -0.57% | 10.96% | |
Россия сбалансированная min | 27.8% | 12.34% | -3.74% | -1.88% | 6.94% | 5.01% | 5.60% | 1.27% | 0.33% | |
Россия сбалансированная агр | 33.3% | 12.34% | -3.74% | -1.88% | 6.94% | 5.01% | 5.60% | 3.42% | 2.45% | |
Российские акции+ОФЗ | ||||||||||
Баланс: Россия | 4.8% | 0.47% | -0.48% | -0.14% | 1.38% | 0.64% | 1.42% | 0.39% | 1.05% | |
Дивидендный Депозит | 9.0% | 4.81% | -0.88% | 0.13% | 1.44% | 0.22% | 4.22% | -0.87% | -0.24% | |
Консервативный инвестор ИИС | 7.9% | 2.82% | -0.43% | 0.29% | 1.64% | 0.71% | 1.95% | 0.96% | -0.23% | |
Россия: консервативный портфель | 3.7% | 0.83% | -0.53% | 0.15% | 1.26% | 0.11% | 1.08% | 0.14% | 0.65% | |
США | ||||||||||
Just Do It! | 19.1% | 7.05% | 6.42% | 0.15% | 5.35% | -9.60% | 5.10% | 5.00% | -0.70% | |
USA middle | 8.6% | 4.10% | 3.33% | 0.39% | 3.71% | -6.82% | 3.72% | 2.84% | -2.46% | |
USA min1 | 1.9% | 3.85% | 2.72% | -0.55% | 0.92% | -7.83% | 3.76% | 0.18% | -0.63% | |
USA min2 | 11.8% | 3.06% | 4.72% | -1.19% | 3.14% | -2.75% | 0.98% | 1.77% | 1.69% | |
USA min3 | 8.8% | 3.77% | 3.58% | 0.18% | 3.68% | -6.36% | 4.01% | 2.49% | -2.38% | |
USA+ : умеренная мультистратегия | 20.4% | 0.41% | 3.78% | -0.63% | 6.63% | -4.62% | 5.27% | 2.12% | 6.31% | |
USA-Finance : умеренная мультистратегия | 24.6% | 3.85% | 6.83% | -0.37% | 7.16% | -1.45% | 1.86% | 4.55% | 0.29% | |
USA-Tech : консервативная мультистратегия | 10.8% | 4.44% | 2.65% | 0.97% | 3.58% | -6.03% | 3.15% | 1.80% | 0.19% | |
Ликвидные фьючерсы | ||||||||||
Ликвидные фьючерсы опт | 7.5% | 3.73% | -2.08% | 7.68% | -0.62% | -0.14% | 6.61% | -9.45% | 2.56% |
Темы