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JPMorgan Funds - Europe Equity Plus Fund X (perf) (acc) - EUR/  LU0289214974  /

Fonds
NAV14.11.2024 Diff.+0,4500 Ertragstyp Ausrichtung Fondsgesellschaft
37,9000EUR +1,20% thesaurierend Alternative Investments Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz 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 2,14 -0,79 -1,58 1,72 - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 11,60% 12,68% 11,08% 14,22% 17,46%
Sharpe Ratio 1,50 0,04 1,86 0,41 0,42
Bester Monat +5,35% +3,27% +6,04% +7,90% +13,07%
Schlechtester Monat -1,58% -1,58% -1,58% -8,01% -17,42%
Maximaler Verlust -8,56% -8,56% -8,56% -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 37,9000 +23,69% +29,09%
JPMorgan Funds - Europe Equity P... ausschüttend 135,6800 +17,37% +23,15%
JPMorgan Funds - Europe Equity P... thesaurierend 171,2500 +22,95% +26,34%
JPMorgan Funds - Europe Equity P... thesaurierend 26,6100 +18,21% +11,11%
JPMorgan Funds - Europe Equity P... thesaurierend 290,3200 +21,63% +26,62%
JPMorgan Funds - Europe Equity P... thesaurierend 363,7800 +22,72% +26,17%
JPMorgan Funds - Europe Equity P... thesaurierend 360,1500 +23,13% +32,88%
JPMorgan Funds - Europe Equity P... ausschüttend 170,3300 +22,74% +26,02%
JPMorgan Funds - Europe Equity P... thesaurierend 191,2900 +23,15% +25,97%
JPMorgan Funds - Europe Equity P... thesaurierend 181,2200 +22,76% +26,26%
JPMorgan Funds - Europe Equity P... thesaurierend 255,6300 +19,59% +16,41%
JPMorgan Funds - Europe Equity P... thesaurierend 27,3000 +22,31% +24,09%
JPMorgan Funds - Europe Equity P... ausschüttend 21,4400 +22,27% +23,99%
JPMorgan Funds - Europe Equity P... ausschüttend 17,7500 +16,91% +20,83%
JPMorgan Funds - Europe Equity P... thesaurierend 23,1700 +21,44% +20,74%
JPMorgan Funds - Europe Equity P... thesaurierend 31,2700 +19,12% +14,29%
JPMorgan Funds - Europe Equity P... thesaurierend 336,4100 +22,93% +30,77%

Performance

lfd. Jahr  
+17,56%
6 Monate  
+1,75%
1 Jahr  
+23,69%
3 Jahre  
+29,09%
5 Jahre  
+63,79%
10 Jahre  
+139,57%
seit Beginn  
+279,00%
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%