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JPMorgan Funds - Europe Equity Plus Fund D (perf) (acc) - USD (hedged)/  LU1046624125  /

Fonds
NAV10.10.2024 Diff.+1,4200 Ertragstyp Ausrichtung Fondsgesellschaft
292,0600USD +0,49% thesaurierend Alternative Investments Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2014 - - - - - -0,38 -1,59 1,13 0,64 -0,49 3,27 -1,44 -
2015 4,95 4,91 2,67 -0,86 2,29 -4,63 3,77 -6,41 -2,65 6,12 2,69 -1,97 +10,40%
2016 -6,52 -2,60 1,52 0,67 3,28 -6,65 5,25 1,55 0,58 1,75 -0,13 4,38 +2,27%
2017 0,75 1,45 3,49 2,57 1,87 -1,62 1,15 0,28 1,77 3,37 -2,19 0,86 +14,46%
2018 1,39 -2,95 -2,24 4,17 0,17 -1,52 2,72 -2,33 0,92 -5,98 -3,53 -3,91 -12,76%
2019 7,25 3,41 2,34 1,88 -3,26 4,23 0,52 -1,66 2,96 0,81 2,32 1,15 +23,83%
2020 -1,13 -10,20 -17,27 9,98 3,20 2,90 -0,81 1,03 0,22 -7,50 12,98 2,44 -7,77%
2021 -1,00 3,25 8,27 2,43 3,09 0,68 1,47 1,21 -2,53 4,69 -1,34 6,71 +29,82%
2022 -2,00 -5,26 2,68 -0,04 -1,50 -8,08 6,65 -2,56 -4,92 6,59 5,84 -2,11 -5,85%
2023 5,21 2,56 -1,38 0,78 -2,51 4,19 -0,43 -0,87 1,08 -2,43 5,42 1,37 +13,35%
2024 3,56 3,66 5,93 0,03 3,01 -0,70 -0,46 1,82 -1,07 0,66 - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 11,30% 12,72% 10,72% 13,93% 16,93%
Sharpe Ratio 1,76 0,39 1,73 0,56 0,39
Bester Monat +5,93% +3,01% +5,93% +6,71% +12,98%
Schlechtester Monat -1,07% -1,07% -2,43% -8,08% -17,27%
Maximaler Verlust -8,98% -8,98% -8,98% -16,49% -38,39%
Outperformance +6,08% - -0,15% -2,94% -0,04%
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Funds - Europe Equity P... thesaurierend 38,1100 +23,73% +40,16%
JPMorgan Funds - Europe Equity P... thesaurierend 172,3500 +22,97% +37,17%
JPMorgan Funds - Europe Equity P... thesaurierend 27,7700 +25,03% +23,37%
JPMorgan Funds - Europe Equity P... thesaurierend 292,0600 +21,84% +36,92%
JPMorgan Funds - Europe Equity P... ausschüttend 137,5200 +18,84% +35,19%
JPMorgan Funds - Europe Equity P... thesaurierend 182,4000 +22,77% +37,10%
JPMorgan Funds - Europe Equity P... thesaurierend 366,1700 +22,73% +37,00%
JPMorgan Funds - Europe Equity P... thesaurierend 362,1800 +23,51% +43,88%
JPMorgan Funds - Europe Equity P... ausschüttend 171,4400 +22,75% +36,83%
JPMorgan Funds - Europe Equity P... thesaurierend 192,3200 +22,93% +36,58%
JPMorgan Funds - Europe Equity P... thesaurierend 266,7000 +26,76% +29,45%
JPMorgan Funds - Europe Equity P... thesaurierend 27,4800 +22,19% +34,71%
JPMorgan Funds - Europe Equity P... ausschüttend 21,5900 +22,16% +34,62%
JPMorgan Funds - Europe Equity P... ausschüttend 18,0000 +18,25% +32,65%
JPMorgan Funds - Europe Equity P... thesaurierend 23,3300 +21,19% +30,99%
JPMorgan Funds - Europe Equity P... thesaurierend 32,6400 +26,17% +27,05%
JPMorgan Funds - Europe Equity P... thesaurierend 338,1100 +23,15% +41,41%

Performance

lfd. Jahr  
+17,45%
6 Monate  
+4,07%
1 Jahr  
+21,84%
3 Jahre  
+36,92%
5 Jahre  
+60,32%
10 Jahre  
+122,84%
seit Beginn  
+113,01%
Jahr
2023  
+13,35%
2022
  -5,85%
2021  
+29,82%
2020
  -7,77%
2019  
+23,83%
2018
  -12,76%
2017  
+14,46%
2016  
+2,27%
2015  
+10,40%