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

Fonds
NAV01.08.2024 Diff.-0,1200 Ertragstyp Ausrichtung Fondsgesellschaft
128,3900CHF -0,09% thesaurierend Alternative Investments weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz 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 1,10 -0,09 - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 5,16% 5,14% 5,36% 7,66% -%
Sharpe Ratio 2,34 1,24 1,59 0,54 -
Bester Monat +3,64% +2,75% +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 77,8500 +13,25% +24,70%
JPMorgan Funds - Diversified Ris... thesaurierend 128,3900 +12,18% +25,31%
JPMorgan Funds - Diversified Ris... thesaurierend 740,5200 +14,06% +28,61%
JPMorgan Funds - Diversified Ris... ausschüttend 132,9400 +16,43% +35,24%
JPMorgan Funds - Diversified Ris... thesaurierend 12.650,0000 +10,35% +23,14%
JPMorgan Funds - Diversified Ris... thesaurierend 107,4000 +15,61% +32,61%
JPMorgan Funds - Diversified Ris... thesaurierend 113,9900 +17,19% +37,89%
JPMorgan Funds - Diversified Ris... thesaurierend 122,4800 +17,36% +38,88%
JPMorgan Funds - Diversified Ris... ausschüttend 133,7200 +17,19% +37,91%
JPMorgan Funds - Diversified Ris... thesaurierend 140,1400 +16,64% +36,36%
JPMorgan Funds - Diversified Ris... thesaurierend 102,7500 +14,86% +30,05%
JPMorgan Funds - Diversified Ris... thesaurierend 116,4900 +16,57% +36,17%
JPMorgan Funds - Diversified Ris... thesaurierend 131,8000 +15,73% +33,19%
JPMorgan Funds - Diversified Ris... thesaurierend 122,4300 +14,97% +30,61%
JPMorgan Funds - Diversified Ris... thesaurierend 83,7400 +13,99% +27,17%

Performance

lfd. Jahr  
+8,84%
6 Monate  
+4,87%
1 Jahr  
+12,18%
3 Jahre  
+25,31%
5 Jahre     -
10 Jahre     -
seit Beginn  
+28,39%
Jahr
2023  
+2,99%
2022  
+8,53%