JPMorgan Funds - Climate Change Solutions Fund X (acc) - USD/ LU2394011808 /
NAV01/08/2024 | Diferencia-0.2700 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
98.8400USD | -0.27% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | -13.06 | -1.29 | 3.96 | -9.22 | -1.16 | -12.97 | 13.43 | -3.20 | -9.96 | 8.01 | 8.87 | -2.13 | -20.73% |
2023 | 6.97 | -1.99 | 2.63 | -2.99 | -0.78 | 5.54 | 2.23 | -5.12 | -6.75 | -7.74 | 10.98 | 9.41 | +10.78% |
2024 | -2.38 | 5.25 | 4.16 | -0.84 | 5.78 | -2.09 | 2.97 | -0.27 | - | - | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 14.51% | 14.57% | 15.45% | -% | -% |
Índice de Sharpe | 1.35 | 2.23 | 0.58 | - | - |
El mes mejor | +9.41% | +5.78% | +10.98% | +13.43% | - |
El mes peor | -2.38% | -2.09% | -7.74% | -13.06% | - |
Pérdida máxima | -4.49% | -4.49% | -18.76% | - | - |
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 | +12.87% | ||
---|---|---|---|
6 Meses | +16.61% | ||
Promedio móvil | +12.66% | ||
3 Años | - | ||
5 Años | - | ||
10 Años | - | ||
Desde el principio | -1.16% | ||
Año | |||
2023 | +10.78% | ||
2022 | -20.73% |