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JPMorgan Funds - Global Growth Fund A (acc) - CHF (hedged)/  LU1127947940  /

Fonds
NAV14.11.2024 Diff.+0,5800 Ertragstyp Ausrichtung Fondsgesellschaft
174,6500CHF +0,33% thesaurierend Aktien weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2015 - - - 2,86 1,01 -2,66 3,06 -7,35 -5,27 10,38 0,63 -2,38 -
2016 -10,33 -0,61 3,47 1,62 2,24 -6,29 6,67 1,57 -1,14 0,08 5,03 1,25 +2,35%
2017 0,78 3,25 0,51 0,96 -0,46 0,29 3,14 -2,12 0,48 2,19 0,77 1,78 +12,05%
2018 5,15 -3,85 -6,40 3,77 1,09 0,94 1,24 -0,76 0,12 -7,27 1,57 -7,32 -12,02%
2019 6,07 3,89 2,55 4,30 -5,79 4,03 1,73 -2,01 -0,29 1,52 3,15 3,04 +23,90%
2020 2,11 -8,71 -6,90 11,89 4,72 2,98 6,88 5,78 -1,74 -2,65 10,41 5,17 +31,51%
2021 -0,20 3,01 0,71 5,84 -3,36 7,73 -0,28 1,84 -3,87 4,43 -1,37 -3,17 +11,07%
2022 -15,15 -4,61 1,80 -11,20 -7,00 -9,48 12,23 -3,64 -9,71 3,00 2,75 -5,38 -39,77%
2023 8,53 -0,26 4,72 0,51 3,36 3,96 1,74 -0,88 -4,29 -2,87 10,00 4,57 +32,02%
2024 4,18 7,96 3,03 -2,83 2,40 6,41 -3,63 1,64 1,16 -0,79 4,07 - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 16,62% 16,80% 15,75% 21,66% 21,06%
Sharpe Ratio 1,62 0,95 1,90 -0,27 0,28
Bester Monat +7,96% +6,41% +10,00% +12,23% +12,23%
Schlechtester Monat -3,63% -3,63% -3,63% -15,15% -15,15%
Maximaler Verlust -12,53% -12,53% -12,53% -47,26% -47,26%
Outperformance - - - - -
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Funds - Global Growth F... thesaurierend 37,4700 +38,62% +3,71%
JPMorgan Funds - Global Growth F... thesaurierend 47,8800 +42,25% +12,39%
JPMorgan Funds - Global Growth F... thesaurierend 104,5900 +34,95% -
JPMorgan Funds - Global Growth F... thesaurierend 25,6100 +35,29% -3,50%
JPMorgan Funds - Global Growth F... thesaurierend 14,9600 +35,02% -6,27%
JPMorgan Funds - Global Growth F... thesaurierend 174,6500 +32,91% -8,22%
JPMorgan Funds - Global Growth F... thesaurierend 191,4800 +38,88% +4,58%
JPMorgan Funds - Global Growth F... thesaurierend 191,4700 +38,89% +4,58%
JPMorgan Funds - Global Growth F... thesaurierend 44,4100 +37,75% +1,72%
JPMorgan Funds - Global Growth F... thesaurierend 20,0600 +37,49% -1,18%
JPMorgan Funds - Global Growth F... thesaurierend 226,6300 +41,33% +10,20%
JPMorgan Funds - Global Growth F... thesaurierend 226,8400 +37,74% +1,82%
JPMorgan Funds - Global Growth F... thesaurierend 148,4000 +41,39% -
JPMorgan Funds - Global Growth F... thesaurierend 32,8200 +36,35% -1,23%
JPMorgan Funds - Global Growth F... ausschüttend 15,2500 +36,14% -4,03%
JPMorgan Funds - Global Growth F... thesaurierend 16,9300 +36,09% -4,13%
JPMorgan Funds - Global Growth F... ausschüttend 61,0700 +36,34% -1,26%
JPMorgan Funds - Global Growth F... thesaurierend 275,5500 +39,95% +7,00%

Performance

lfd. Jahr  
+25,54%
6 Monate  
+9,16%
1 Jahr  
+32,91%
3 Jahre
  -8,22%
5 Jahre  
+52,80%
10 Jahre     -
seit Beginn  
+81,64%
Jahr
2023  
+32,02%
2022
  -39,77%
2021  
+11,07%
2020  
+31,51%
2019  
+23,90%
2018
  -12,02%
2017  
+12,05%
2016  
+2,35%