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

Fonds
NAV08.07.2024 Diff.+0,8100 Ertragstyp Ausrichtung Fondsgesellschaft
190,4800CHF +0,43% thesaurierend Aktien Euroland JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz 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 2,16 - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 11,71% 11,69% 11,43% 16,36% 18,54%
Sharpe Ratio 1,69 1,94 1,14 0,28 0,28
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 -4,42% -4,42% -9,89% -23,52% -39,58%
Outperformance - - - - -
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Funds - Euroland Equity... thesaurierend 256,3100 +15,40% +23,04%
JPMorgan Funds - Euroland Equity... thesaurierend 190,4800 +16,67% +27,16%
JPMorgan Funds - Euroland Equity... thesaurierend 157,0500 +19,39% +31,68%
JPMorgan Funds - Euroland Equity... thesaurierend 147,7400 +17,09% +24,19%
JPMorgan Funds - Euroland Equity... thesaurierend 166,9000 +19,27% +31,28%
JPMorgan Funds - Euroland Equity... thesaurierend 182,2600 +21,45% +40,07%
JPMorgan Funds - Euroland Equity... thesaurierend 39,2900 +19,24% +31,19%
JPMorgan Funds - Euroland Equity... ausschüttend 222,2300 +19,23% +31,13%
JPMorgan Funds - Euroland Equity... ausschüttend 160,3000 +17,84% +19,89%
JPMorgan Funds - Euroland Equity... ausschüttend 14,3900 +16,58% +16,00%
JPMorgan Funds - Euroland Equity... thesaurierend 27,5700 +18,02% +27,17%
JPMorgan Funds - Euroland Equity... ausschüttend 75,1400 +18,01% +27,16%
JPMorgan Funds - Euroland Equity... thesaurierend 359,8400 +20,13% +35,52%
JPMorgan Funds - Euroland Equity... thesaurierend 19,0900 +17,12% +24,28%

Performance

lfd. Jahr  
+11,48%
6 Monate  
+12,38%
1 Jahr  
+16,67%
3 Jahre  
+27,16%
5 Jahre  
+53,38%
10 Jahre     -
seit Beginn  
+83,83%
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%