JPMorgan Funds - Europe Equity Plus Fund C (acc) - EUR/ LU1504077964 /
| NAV12.11.2024 | Diff.-2.3400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 190.2500EUR | -1.22% | thesaurierend | Alternative Investments Europa | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | 4.54 | - |
| 2017 | 0.67 | 1.70 | 3.27 | 2.69 | 0.75 | -1.83 | 0.14 | -0.55 | 2.82 | 3.35 | -2.52 | 0.57 | +11.39% |
| 2018 | 1.81 | -3.09 | -2.50 | 3.81 | 0.85 | -2.05 | 2.51 | -2.41 | 1.15 | -6.02 | -3.74 | -4.40 | -13.69% |
| 2019 | 7.84 | 4.02 | 2.24 | 1.45 | -3.89 | 3.96 | 0.02 | -1.47 | 3.63 | 1.11 | 2.69 | 1.26 | +24.83% |
| 2020 | -0.72 | -10.59 | -17.53 | 10.71 | 2.19 | 2.81 | -0.24 | 1.22 | -0.28 | -7.00 | 12.97 | 2.31 | -7.84% |
| 2021 | -0.39 | 3.42 | 8.87 | 2.09 | 3.42 | 0.84 | 1.95 | 1.12 | -2.58 | 5.68 | -1.48 | 7.22 | +33.86% |
| 2022 | -1.99 | -5.18 | 2.81 | 0.03 | -2.02 | -8.11 | 7.80 | -3.51 | -5.45 | 6.38 | 5.50 | -2.81 | -7.69% |
| 2023 | 4.78 | 2.88 | -1.69 | 0.85 | -2.11 | 4.06 | 0.01 | -0.95 | 0.80 | -2.70 | 5.87 | 1.88 | +14.09% |
| 2024 | 3.88 | 3.26 | 5.46 | -0.17 | 3.22 | -0.28 | -0.38 | 2.05 | -0.87 | -1.62 | 1.19 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11.47% | 12.52% | 10.94% | 14.13% | 17.42% |
| Sharpe Ratio | 1.43 | -0.13 | 1.87 | 0.34 | 0.35 |
| Bester Monat | +5.46% | +3.22% | +5.87% | +7.80% | +12.97% |
| Schlechtester Monat | -1.62% | -1.62% | -1.62% | -8.11% | -17.53% |
| Maximaler Verlust | -8.65% | -8.65% | -8.65% | -17.37% | -40.08% |
| Outperformance | +3.23% | - | -0.75% | +2.18% | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPMorgan Funds - Europe Equity P... | thesaurierend | 37.6900 | +23.98% | +28.72% | |
| JPMorgan Funds - Europe Equity P... | ausschüttend | 134.7100 | +17.03% | +22.19% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 170.3200 | +23.21% | +25.94% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 26.6200 | +20.84% | +11.43% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 288.5500 | +21.76% | +26.00% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 361.8200 | +22.99% | +25.80% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 357.9500 | +23.26% | +32.24% | |
| JPMorgan Funds - Europe Equity P... | ausschüttend | 169.4100 | +23.01% | +25.64% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 190.2500 | +23.40% | +25.59% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 180.2400 | +23.03% | +25.89% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 255.7900 | +22.33% | +16.78% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 27.1500 | +22.52% | +23.75% | |
| JPMorgan Funds - Europe Equity P... | ausschüttend | 21.3300 | +22.54% | +23.63% | |
| JPMorgan Funds - Europe Equity P... | ausschüttend | 17.6300 | +16.57% | +19.94% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 23.0500 | +21.70% | +20.43% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 31.2900 | +21.85% | +14.66% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 334.3600 | +23.05% | +30.13% |
Performance
| lfd. Jahr | +16.61% | ||
|---|---|---|---|
| 6 Monate | +0.73% | ||
| 1 Jahr | +23.40% | ||
| 3 Jahre | +25.59% | ||
| 5 Jahre | +54.71% | ||
| 10 Jahre | - | ||
| seit Beginn | +90.25% | ||
| Jahr | |||
| 2023 | +14.09% | ||
| 2022 | -7.69% | ||
| 2021 | +33.86% | ||
| 2020 | -7.84% | ||
| 2019 | +24.83% | ||
| 2018 | -13.69% | ||
| 2017 | +11.39% | ||
