JPMorgan Funds - Climate Change Solutions Fund I (acc) - USD/ LU2394009737 /
| NAV01/08/2024 | Diferencia-0.2600 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 97.0000USD | -0.27% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -13.12 | -1.35 | 3.89 | -9.27 | -1.23 | -13.01 | 13.38 | -3.29 | -9.99 | 7.94 | 8.80 | -2.21 | -21.33% |
| 2023 | 6.89 | -2.05 | 2.57 | -3.05 | -0.83 | 5.47 | 2.17 | -5.18 | -6.79 | -7.78 | 10.93 | 9.34 | +9.97% |
| 2024 | -2.45 | 5.19 | 4.12 | -0.90 | 5.73 | -2.13 | 2.92 | -0.27 | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 14.51% | 14.57% | 15.46% | -% | -% |
| Índice de Sharpe | 1.29 | 2.18 | 0.54 | - | - |
| El mes mejor | +9.34% | +5.73% | +10.93% | +13.38% | - |
| El mes peor | -2.45% | -2.13% | -7.78% | -13.12% | - |
| Pérdida máxima | -4.53% | -4.53% | -18.87% | - | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en USD
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| JPMorgan Funds - Climate Change ... | reinvestment | 94.2900 | +9.65% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 95.7400 | +10.29% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 100.2800 | +11.66% | - | |
| JPMorgan Funds - Climate Change ... | paying dividend | 98.7400 | +11.67% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 120.5500 | +12.04% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 95.0000 | +10.94% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 93.2700 | +10.27% | - | |
| JPMorgan Funds - Climate Change ... | paying dividend | 99.9600 | +13.73% | - | |
| JPMorgan Funds - Climate Change ... | paying dividend | 97.3600 | +12.64% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 102.0400 | +13.96% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 99.6300 | +12.92% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 97.8000 | +12.30% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 97.5600 | +12.07% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 95.0100 | +10.94% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 103.4600 | +14.61% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 98.8400 | +12.66% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 13,757.0000 | +17.71% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 1,277.5200 | +13.05% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 101.3500 | +13.74% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 98.8600 | +12.65% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 97.0000 | +11.97% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 101.5600 | +13.79% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 98.9600 | +12.69% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 97.2400 | +12.11% | - | |
| JPMorgan Funds - Climate Change ... | paying dividend | 98.6600 | +13.74% | - | |
| JPMorgan Funds - Climate Change ... | paying dividend | 97.3400 | +12.64% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 100.1000 | +13.17% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 97.5300 | +12.06% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 95.7500 | +11.39% | - | |
| JPMorgan Funds - Climate Change ... | paying dividend | 99.8500 | +13.17% | - | |
| JPMorgan Funds - Climate Change ... | paying dividend | 95.0800 | +11.35% | - |
Performance
| Año hasta la fecha | +12.46% | ||
|---|---|---|---|
| 6 Meses | +16.29% | ||
| Promedio móvil | +11.97% | ||
| 3 Años | - | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | -3.00% | ||
| Año | |||
| 2023 | +9.97% | ||
| 2022 | -21.33% | ||
