JPMorgan Funds - Europe Equity Plus Fund X (perf) (acc) - EUR/ LU0289214974 /
NAV01.08.2024 | Diff.0,0000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
37,3600EUR | 0,00% | thesaurierend | Alternative Investments Europa | JPMorgan AM (EU) ▶ |
Monatliche Performance
Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2007 | - | - | - | - | - | - | - | - | -1,26 | 4,12 | -5,00 | -1,19 | - |
2008 | -14,06 | 2,69 | -1,93 | 3,83 | 2,23 | -8,85 | -2,28 | -1,60 | -15,34 | -16,94 | -6,56 | -3,98 | -49,20% |
2009 | 1,78 | -6,60 | -1,66 | 14,59 | 5,35 | 0,70 | 8,17 | 5,95 | 2,73 | 1,03 | -0,15 | 4,54 | +41,11% |
2010 | -0,84 | -0,14 | 8,77 | 0,52 | -4,01 | -0,54 | 4,61 | -1,04 | 5,50 | 2,36 | 0,97 | 7,44 | +25,35% |
2011 | 3,35 | 3,46 | -1,36 | 2,54 | -0,41 | -3,11 | -1,82 | -11,78 | -5,19 | 10,95 | -1,18 | 3,45 | -2,79% |
2012 | 3,91 | 4,76 | -0,74 | 0,00 | -5,74 | 5,42 | 4,82 | 3,37 | 1,58 | 2,24 | 2,57 | 2,32 | +26,78% |
2013 | 4,90 | 1,73 | 2,72 | 3,47 | 1,76 | -4,56 | 6,17 | -1,09 | 3,76 | 6,50 | 1,63 | 1,26 | +31,55% |
2014 | -0,41 | 5,54 | 0,33 | -0,13 | 2,49 | 0,32 | -1,08 | 1,54 | 1,65 | -0,62 | 3,07 | -0,79 | +12,34% |
2015 | 8,28 | 5,95 | 3,05 | -0,57 | 3,08 | -4,15 | 3,70 | -7,08 | -2,85 | 7,22 | 3,63 | -3,05 | +17,12% |
2016 | -7,60 | -2,89 | 1,40 | 1,44 | 3,86 | -8,47 | 4,72 | 1,43 | 0,34 | 0,56 | 1,73 | 4,76 | +0,21% |
2017 | 0,68 | 1,87 | 3,36 | 2,71 | 0,96 | -1,81 | 0,24 | -0,48 | 2,96 | 3,30 | -2,42 | 0,70 | +12,55% |
2018 | 1,95 | -3,05 | -2,40 | 3,90 | 1,02 | -1,93 | 2,62 | -2,32 | 1,21 | -5,90 | -3,67 | -4,27 | -12,59% |
2019 | 7,92 | 4,14 | 2,32 | 1,57 | -3,82 | 4,07 | 0,14 | -1,41 | 3,73 | 1,24 | 2,76 | 1,37 | +26,25% |
2020 | -0,63 | -10,50 | -17,42 | 10,77 | 2,28 | 2,93 | -0,15 | 1,33 | -0,19 | -6,91 | 13,07 | 2,40 | -6,78% |
2021 | -0,27 | 3,49 | 9,01 | 2,17 | 3,50 | 0,95 | 2,07 | 1,22 | -2,51 | 5,79 | -1,38 | 7,33 | +35,44% |
2022 | -2,00 | -5,07 | 2,94 | 0,07 | -1,84 | -8,01 | 7,90 | -3,57 | -5,44 | 6,54 | 5,59 | -2,71 | -6,83% |
2023 | 4,97 | 2,93 | -1,49 | 0,94 | -2,00 | 4,15 | 0,10 | -0,85 | 0,69 | -2,78 | 6,04 | 2,09 | +15,35% |
2024 | 3,85 | 3,20 | 5,35 | -0,05 | 3,27 | -0,29 | -0,27 | 0,00 | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 9,92% | 10,17% | 9,77% | 13,96% | 17,40% |
Sharpe Ratio | 2,55 | 2,16 | 1,92 | 0,54 | 0,43 |
Bester Monat | +5,35% | +5,35% | +6,04% | +7,90% | +13,07% |
Schlechtester Monat | -0,29% | -0,29% | -2,78% | -8,01% | -17,42% |
Maximaler Verlust | -3,27% | -3,27% | -4,38% | -16,78% | -40,01% |
Outperformance | +4,28% | - | +1,57% | +5,91% | +12,76% |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
JPMorgan Funds - Europe Equity P... | thesaurierend | 27,0300 | +18,19% | +16,56% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 287,5300 | +21,36% | +34,03% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 37,3600 | +22,37% | +37,56% | |
JPMorgan Funds - Europe Equity P... | ausschüttend | 138,0200 | +19,23% | +32,61% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 169,1200 | +21,67% | +34,59% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 179,0500 | +21,48% | +34,53% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 359,4800 | +21,48% | +34,44% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 355,3400 | +23,03% | +40,85% | |
JPMorgan Funds - Europe Equity P... | ausschüttend | 171,4000 | +21,38% | +34,26% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 188,9200 | +21,94% | +34,03% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 258,7500 | +19,60% | +22,28% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 27,0200 | +21,22% | +32,19% | |
JPMorgan Funds - Europe Equity P... | ausschüttend | 21,5000 | +21,21% | +32,12% | |
JPMorgan Funds - Europe Equity P... | ausschüttend | 18,0400 | +18,85% | +30,04% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 22,9800 | +20,25% | +28,52% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 31,7200 | +19,29% | +20,02% | |
JPMorgan Funds - Europe Equity P... | thesaurierend | 332,1900 | +22,66% | +38,44% |
Performance
lfd. Jahr | +15,88% | ||
---|---|---|---|
6 Monate | +12,06% | ||
1 Jahr | +22,37% | ||
3 Jahre | +37,56% | ||
5 Jahre | +70,05% | ||
10 Jahre | +142,60% | ||
seit Beginn | +273,60% | ||
Jahr | |||
2023 | +15,35% | ||
2022 | -6,83% | ||
2021 | +35,44% | ||
2020 | -6,78% | ||
2019 | +26,25% | ||
2018 | -12,59% | ||
2017 | +12,55% | ||
2016 | +0,21% | ||
2015 | +17,12% |