JPMorgan Funds - Climate Change Solutions Fund D (acc) - USD/ LU2394010156 /
| NAV7/5/2024 | Chg.+0.2900 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 91.2500USD | +0.32% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -13.23 | -1.47 | 3.76 | -9.38 | -1.36 | -13.14 | 13.25 | -3.41 | -10.13 | 7.80 | 8.68 | -2.32 | -22.52% |
| 2023 | 6.75 | -2.14 | 2.44 | -3.15 | -0.97 | 5.36 | 2.05 | -5.29 | -6.90 | -7.92 | 10.79 | 9.21 | +8.41% |
| 2024 | -2.56 | 5.07 | 3.99 | -1.03 | 5.58 | -2.25 | 0.27 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 14.37% | 13.99% | 15.31% | -% | -% |
| Sharpe ratio | 1.04 | 1.81 | 0.40 | - | - |
| Best month | +9.21% | +5.58% | +10.79% | +13.25% | - |
| Worst month | -2.56% | -2.56% | -7.92% | -13.23% | - |
| Maximum loss | -4.69% | -4.69% | -20.68% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
Performance
| YTD | +9.05% | ||
|---|---|---|---|
| 6 Months | +13.57% | ||
| 1 Year | +9.89% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -8.75% | ||
| Year | |||
| 2023 | +8.41% | ||
| 2022 | -22.52% | ||
