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JPMorgan Funds - Euroland Equity Fund C (acc) - USD (hedged)/  LU1225892931  /

Fonds
NAV01.08.2024 Diff.-1,2700 Ertragstyp Ausrichtung Fondsgesellschaft
185,6100CHF -0,68% thesaurierend Aktien Euroland JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2015 - - - - - -4,12 4,04 -7,44 -3,88 8,14 3,60 -4,42 -
2016 -7,27 -3,15 2,94 0,92 3,77 -7,75 5,37 1,46 -0,63 1,95 0,16 6,04 +2,72%
2017 -0,21 1,84 4,60 3,93 2,32 -2,09 0,33 -0,06 4,28 3,61 -2,42 -0,63 +16,27%
2018 3,76 -3,45 -2,44 4,41 0,01 -1,63 2,22 -1,64 -0,02 -7,37 -1,95 -6,03 -13,87%
2019 6,70 3,14 1,19 4,26 -5,24 4,85 0,30 -0,83 3,55 1,08 2,73 1,21 +24,86%
2020 -1,89 -9,81 -19,00 8,00 5,38 5,27 1,16 2,30 -1,46 -8,01 18,55 2,51 -2,09%
2021 -0,78 3,81 7,71 2,55 2,98 0,88 1,72 1,72 -2,90 3,77 -1,63 4,41 +26,53%
2022 -3,64 -6,83 1,55 -1,07 0,00 -10,54 8,91 -4,31 -6,37 9,48 7,16 -3,18 -10,57%
2023 8,16 2,62 0,24 0,95 -1,47 3,86 0,88 -2,66 -2,62 -4,14 7,70 2,95 +16,83%
2024 2,32 3,80 4,64 -1,60 2,23 -2,39 0,23 -0,68 - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 11,87% 11,95% 11,39% 16,21% 18,57%
Sharpe Ratio 0,98 0,86 0,59 0,15 0,27
Bester Monat +4,64% +4,64% +7,70% +9,48% +18,55%
Schlechtester Monat -2,39% -2,39% -4,14% -10,54% -19,00%
Maximaler Verlust -4,50% -4,50% -9,10% -23,52% -39,58%
Outperformance - - - - -
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Funds - Euroland Equity... thesaurierend 249,5900 +9,19% +15,28%
JPMorgan Funds - Euroland Equity... thesaurierend 185,6100 +10,40% +19,14%
JPMorgan Funds - Euroland Equity... thesaurierend 153,3500 +13,00% +23,54%
JPMorgan Funds - Euroland Equity... thesaurierend 144,0700 +10,81% +16,51%
JPMorgan Funds - Euroland Equity... thesaurierend 162,9500 +12,89% +23,17%
JPMorgan Funds - Euroland Equity... thesaurierend 178,1100 +14,87% +31,49%
JPMorgan Funds - Euroland Equity... thesaurierend 38,3600 +12,86% +23,07%
JPMorgan Funds - Euroland Equity... ausschüttend 216,9600 +12,84% +23,02%
JPMorgan Funds - Euroland Equity... ausschüttend 156,0500 +11,06% +11,90%
JPMorgan Funds - Euroland Equity... thesaurierend 26,9000 +11,66% +19,29%
JPMorgan Funds - Euroland Equity... ausschüttend 14,0000 +9,84% +8,34%
JPMorgan Funds - Euroland Equity... ausschüttend 73,3100 +11,69% +19,29%
JPMorgan Funds - Euroland Equity... thesaurierend 351,4000 +13,61% +27,22%
JPMorgan Funds - Euroland Equity... thesaurierend 18,6100 +10,84% +16,60%

Performance

lfd. Jahr  
+8,63%
6 Monate  
+6,73%
1 Jahr  
+10,40%
3 Jahre  
+19,14%
5 Jahre  
+51,51%
10 Jahre     -
seit Beginn  
+79,13%
Jahr
2023  
+16,83%
2022
  -10,57%
2021  
+26,53%
2020
  -2,09%
2019  
+24,86%
2018
  -13,87%
2017  
+16,27%
2016  
+2,72%