JPMorgan Funds - Europe Equity Plus Fund A (perf) (acc) - EUR/ LU0289089384 /
NAV08.10.2024 | Diff.+0,0300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
27,2500EUR | +0,11% | thesaurierend | Alternative Investments Europa | JPMorgan AM (EU) ▶ |
Monatliche Performance
Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2007 | - | - | - | - | - | - | -3,67 | -0,51 | -1,45 | 4,09 | -5,14 | -1,28 | - |
2008 | -14,32 | 2,76 | -2,08 | 3,75 | 1,93 | -8,85 | -2,46 | -1,73 | -15,41 | -17,09 | -6,74 | -4,13 | -50,05% |
2009 | 1,51 | -6,58 | -1,82 | 14,35 | 5,26 | 0,58 | 8,03 | 5,66 | 2,68 | 0,98 | -0,32 | 4,38 | +38,79% |
2010 | -1,09 | -0,16 | 8,65 | 0,29 | -4,18 | -0,60 | 4,39 | -1,16 | 5,43 | 2,23 | 0,95 | 7,29 | +23,45% |
2011 | 3,14 | 3,41 | -1,42 | 2,39 | -0,58 | -3,29 | -1,82 | -12,01 | -5,34 | 10,85 | -1,34 | 3,40 | -4,28% |
2012 | 3,68 | 4,69 | -0,97 | -0,12 | -5,75 | 5,19 | 4,69 | 3,18 | 1,37 | 2,14 | 2,54 | 2,15 | +24,70% |
2013 | 4,74 | 1,51 | 2,68 | 3,28 | 1,59 | -4,60 | 5,98 | -1,27 | 3,69 | 6,31 | 1,51 | 1,07 | +29,29% |
2014 | -0,49 | 5,41 | 0,16 | -0,31 | 2,41 | 0,15 | -1,21 | 1,38 | 1,44 | -0,67 | 2,93 | -0,95 | +10,51% |
2015 | 8,11 | 5,80 | 2,97 | -0,75 | 2,97 | -4,35 | 3,59 | -7,24 | -2,93 | 7,07 | 3,53 | -3,22 | +15,19% |
2016 | -7,68 | -2,98 | 1,22 | 1,41 | 3,76 | -8,59 | 4,63 | 1,26 | 0,28 | 0,41 | 1,65 | 4,60 | -1,09% |
2017 | 0,52 | 1,80 | 3,23 | 2,57 | 0,78 | -1,90 | 0,12 | -0,60 | 2,79 | 3,19 | -2,52 | 0,59 | +10,87% |
2018 | 1,81 | -3,15 | -2,49 | 3,76 | 0,82 | -2,09 | 2,49 | -2,43 | 1,13 | -6,10 | -3,75 | -4,41 | -13,95% |
2019 | 7,80 | 3,96 | 2,24 | 1,42 | -3,97 | 3,95 | 0,00 | -1,52 | 3,62 | 1,09 | 2,66 | 1,21 | +24,36% |
2020 | -0,76 | -10,61 | -17,59 | 10,75 | 2,16 | 2,77 | -0,32 | 1,22 | -0,32 | -7,02 | 12,90 | 2,25 | -8,24% |
2021 | -0,42 | 3,40 | 8,83 | 2,07 | 3,38 | 0,80 | 1,90 | 1,08 | -2,62 | 5,67 | -1,51 | 7,17 | +33,35% |
2022 | -2,01 | -5,23 | 2,78 | 0,00 | -2,06 | -8,15 | 7,79 | -3,56 | -5,44 | 6,34 | 5,46 | -2,87 | -8,07% |
2023 | 4,75 | 2,87 | -1,76 | 0,82 | -2,14 | 4,04 | 0,00 | -1,03 | 0,81 | -2,77 | 5,84 | 1,87 | +13,68% |
2024 | 3,84 | 3,20 | 5,33 | -0,19 | 3,14 | -0,40 | -0,41 | 2,00 | -0,87 | -0,26 | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 11,44% | 12,89% | 10,85% | 14,07% | 17,40% |
Sharpe Ratio | 1,61 | 0,19 | 1,84 | 0,49 | 0,39 |
Bester Monat | +5,33% | +3,14% | +5,84% | +7,79% | +12,90% |
Schlechtester Monat | -0,87% | -0,87% | -2,77% | -8,15% | -17,59% |
Maximaler Verlust | -8,79% | -8,79% | -8,79% | -17,60% | -40,08% |
Outperformance | -3,08% | - | -3,79% | -2,03% | -2,54% |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
JPMorgan Funds - Europe Equity P... | thesaurierend | 37,7800 | +24,60% | +39,05% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 170,8600 | +23,84% | +36,07% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 27,6300 | +26,98% | +22,96% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 289,6700 | +22,91% | +35,82% | |
JPMorgan Funds - Europe Equity P... | ausschüttend | 136,3900 | +19,83% | +34,14% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 180,8200 | +23,64% | +36,00% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 363,0100 | +23,61% | +35,90% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 359,1800 | +24,59% | +42,73% | |
JPMorgan Funds - Europe Equity P... | ausschüttend | 169,9600 | +23,63% | +35,73% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 190,6600 | +23,89% | +35,49% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 265,3400 | +28,62% | +29,01% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 27,2500 | +23,14% | +33,64% | |
JPMorgan Funds - Europe Equity P... | ausschüttend | 21,4100 | +23,14% | +33,58% | |
JPMorgan Funds - Europe Equity P... | ausschüttend | 17,8500 | +19,35% | +31,55% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 23,1300 | +22,19% | +29,87% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 32,4800 | +28,13% | +26,63% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 335,3200 | +24,22% | +40,28% |
Performance
lfd. Jahr | +16,25% | ||
---|---|---|---|
6 Monate | +2,83% | ||
1 Jahr | +23,14% | ||
3 Jahre | +33,64% | ||
5 Jahre | +62,01% | ||
10 Jahre | +111,24% | ||
seit Beginn | +172,50% | ||
Jahr | |||
2023 | +13,68% | ||
2022 | -8,07% | ||
2021 | +33,35% | ||
2020 | -8,24% | ||
2019 | +24,36% | ||
2018 | -13,95% | ||
2017 | +10,87% | ||
2016 | -1,09% | ||
2015 | +15,19% |