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JPMorgan Funds - Global Growth Fund X (acc) - USD/  LU0143835147  /

Fonds
NAV14.11.2024 Diff.+0,1100 Ertragstyp Ausrichtung Fondsgesellschaft
37,4700USD +0,29% thesaurierend Aktien weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2006 - - - 2,29 -3,70 -0,30 -0,10 2,23 0,30 3,17 3,07 1,86 -
2007 1,19 -1,90 1,47 4,62 2,25 -1,27 -1,12 -1,74 5,92 2,92 -1,62 -1,57 +9,13%
2008 -9,96 2,88 -3,34 6,36 1,32 -8,76 -2,19 -1,65 -14,13 -20,25 -6,78 6,19 -42,59%
2009 -8,02 -10,78 8,70 13,56 9,64 0,00 6,96 3,93 3,90 0,57 3,28 2,63 +36,73%
2010 -4,26 -0,56 7,17 -0,42 -9,44 -2,90 6,68 -4,25 10,86 2,63 -2,57 6,32 +7,57%
2011 1,59 3,12 0,66 3,67 -3,26 -2,06 -1,91 -8,00 -11,56 14,27 -4,41 -0,22 -9,91%
2012 6,60 5,99 -0,97 -0,10 -9,94 4,59 2,72 2,34 2,49 0,68 1,73 1,33 +17,71%
2013 6,54 -2,02 1,61 1,67 3,99 -5,00 6,23 -1,65 4,79 4,25 2,08 1,13 +25,51%
2014 -3,95 5,50 -0,07 1,18 2,83 1,06 0,70 0,76 -2,76 0,21 2,48 -0,62 +7,22%
2015 -2,92 5,94 -0,54 4,34 0,91 -1,93 2,50 -7,31 -5,19 10,37 -0,60 -1,46 +2,85%
2016 -10,80 -0,08 5,08 2,09 1,62 -5,98 6,87 1,73 -0,54 -0,75 4,41 1,39 +3,78%
2017 1,95 3,32 0,99 1,77 0,48 0,84 3,97 -1,71 0,70 1,90 1,75 2,67 +20,17%
2018 7,36 -4,24 -5,90 2,91 0,38 0,70 1,78 -0,74 0,27 -7,33 2,35 -6,66 -9,75%
2019 6,66 3,99 2,70 4,32 -5,55 5,40 1,42 -1,95 -0,10 2,40 3,09 4,26 +29,33%
2020 2,13 -8,81 -7,12 12,23 5,02 3,59 8,39 6,28 -1,83 -2,25 11,32 6,10 +37,89%
2021 -0,30 3,10 0,33 6,59 -3,12 7,36 -0,21 1,95 -4,08 4,97 -1,46 -2,80 +12,18%
2022 -15,20 -4,38 1,78 -11,70 -6,21 -9,61 12,28 -3,72 -10,01 3,24 5,03 -4,10 -37,51%
2023 9,60 -0,92 5,92 0,83 3,10 4,86 2,83 -1,19 -4,63 -2,53 11,55 5,74 +39,68%
2024 3,74 7,95 3,10 -2,83 3,49 6,51 -2,78 2,66 1,89 -1,23 3,62 - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 16,91% 17,05% 16,11% 22,45% 21,77%
Sharpe Ratio 1,82 1,24 2,21 -0,08 0,46
Bester Monat +7,95% +6,51% +11,55% +12,28% +12,28%
Schlechtester Monat -2,83% -2,78% -2,83% -15,20% -15,20%
Maximaler Verlust -12,26% -12,26% -12,26% -47,11% -47,11%
Outperformance -0,95% - +3,59% +44,53% +65,16%
 
Alle Kurse in USD

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  
+28,72%
6 Monate  
+11,52%
1 Jahr  
+38,62%
3 Jahre  
+3,71%
5 Jahre  
+84,31%
10 Jahre  
+163,50%
seit Beginn  
+274,70%
Jahr
2023  
+39,68%
2022
  -37,51%
2021  
+12,18%
2020  
+37,89%
2019  
+29,33%
2018
  -9,75%
2017  
+20,17%
2016  
+3,78%
2015  
+2,85%