JPMorgan Investment Funds - Global Macro Sustainable Fund C (acc) - CHF (hedged)/ LU2407604797 /
| NAV02.08.2024 | Diff.+0.4700 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 89.5000CHF | +0.53% | thesaurierend | Alternative Investments weltweit | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -3.38 | -0.06 | -1.74 | -1.03 | -2.59 | 0.34 | -0.83 | -0.66 | 0.03 | 0.23 | 0.44 | -0.86 | -9.73% |
| 2023 | 1.92 | -1.03 | 4.48 | 0.82 | -1.15 | -5.71 | -1.58 | 2.01 | 0.20 | 2.06 | -2.54 | -1.43 | -2.33% |
| 2024 | -0.03 | 0.08 | -0.14 | 0.74 | -1.07 | 0.71 | 0.93 | 0.42 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 3.87% | 3.93% | 4.90% | -% | -% |
| Sharpe Ratio | -0.22 | -0.08 | -0.62 | - | - |
| Bester Monat | +0.93% | +0.93% | +2.06% | +4.48% | - |
| Schlechtester Monat | -1.43% | -1.07% | -2.54% | -5.71% | - |
| Maximaler Verlust | -2.26% | -2.26% | -4.99% | - | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPMorgan Investment Funds - Glob... | thesaurierend | 987.0400 | +2.50% | -7.88% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 89.5000 | +0.58% | - | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 106.5900 | +4.57% | -2.66% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 1'059.4399 | +3.80% | -3.73% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 103.0000 | +4.57% | -2.66% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 94.7700 | +1.94% | -9.71% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 1'023.6400 | +3.26% | -5.81% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 85.2000 | +0.62% | -10.13% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 102.7000 | +4.61% | -2.54% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 99.8400 | +3.74% | -4.75% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 9.9000 | +5.08% | -1.19% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 100.9900 | +3.17% | -6.42% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 105.9300 | +4.66% | -1.09% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 100.8700 | +3.12% | -6.53% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 109.1500 | +4.61% | -1.31% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 97.3600 | +2.40% | -8.48% |
Performance
| lfd. Jahr | +1.62% | ||
|---|---|---|---|
| 6 Monate | +1.64% | ||
| 1 Jahr | +0.58% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | -10.50% | ||
| Jahr | |||
| 2023 | -2.33% | ||
| 2022 | -9.73% | ||
