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JPMorgan Funds - Diversified Risk Fund C (acc) - CHF (hedged)/  LU1662733408  /

Fonds
NAV09.07.2024 Diff.+0,0200 Ertragstyp Ausrichtung Fondsgesellschaft
127,0800CHF +0,02% thesaurierend Alternative Investments weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2021 - - - - 1,91 -1,61 1,82 -0,22 -0,32 -2,19 0,48 5,53 -
2022 2,51 -0,24 -0,59 3,18 2,68 -1,44 0,68 -2,94 2,21 3,08 -0,56 -0,13 +8,53%
2023 -2,30 2,36 -1,61 1,45 -0,31 1,12 -0,81 1,98 1,93 1,35 -0,77 -1,30 +2,99%
2024 3,64 1,68 2,75 -0,06 -0,87 0,46 -0,02 - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 5,37% 5,39% 5,43% 7,71% -%
Sharpe Ratio 2,19 1,86 1,25 0,55 -
Bester Monat +3,64% +3,64% +3,64% +5,53% -
Schlechtester Monat -1,30% -0,87% -1,30% -2,94% -
Maximaler Verlust -2,87% -2,87% -3,91% -6,26% -
Outperformance - - - - -
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Funds - Diversified Ris... thesaurierend 76,9600 +11,44% +24,87%
JPMorgan Funds - Diversified Ris... thesaurierend 127,0800 +10,47% +25,70%
JPMorgan Funds - Diversified Ris... thesaurierend 132,5900 +13,46% +29,86%
JPMorgan Funds - Diversified Ris... thesaurierend 731,5500 +12,21% +28,78%
JPMorgan Funds - Diversified Ris... ausschüttend 131,1600 +14,57% +35,31%
JPMorgan Funds - Diversified Ris... thesaurierend 12.537,0000 +8,69% +23,75%
JPMorgan Funds - Diversified Ris... thesaurierend 106,0300 +13,73% +32,79%
JPMorgan Funds - Diversified Ris... thesaurierend 112,4200 +15,31% +37,97%
JPMorgan Funds - Diversified Ris... thesaurierend 120,7600 +15,44% +38,95%
JPMorgan Funds - Diversified Ris... ausschüttend 131,8800 +15,31% +37,99%
JPMorgan Funds - Diversified Ris... thesaurierend 138,2300 +14,74% +36,43%
JPMorgan Funds - Diversified Ris... thesaurierend 101,4800 +12,99% +30,20%
JPMorgan Funds - Diversified Ris... thesaurierend 114,9100 +14,68% +36,25%
JPMorgan Funds - Diversified Ris... thesaurierend 130,0700 +13,85% +33,24%
JPMorgan Funds - Diversified Ris... thesaurierend 120,8700 +13,10% +30,67%
JPMorgan Funds - Diversified Ris... thesaurierend 82,7400 +12,16% +27,33%

Performance

lfd. Jahr  
+7,73%
6 Monate  
+6,62%
1 Jahr  
+10,47%
3 Jahre  
+25,70%
5 Jahre     -
10 Jahre     -
seit Beginn  
+27,08%
Jahr
2023  
+2,99%
2022  
+8,53%