JPMorgan Investment Funds - Global Multi-Asset Moderate Sustainable Fund D (acc) - EUR/ LU2489287941 /
| NAV09.07.2024 | Diff.-0.0200 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 117.8700EUR | -0.02% | thesaurierend | Mischfonds weltweit | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | - | - | - | 1.68 | 2.76 | -2.08 | - |
| 2023 | 3.58 | -2.33 | 2.01 | 1.10 | -0.93 | 1.66 | 1.41 | -1.47 | -3.44 | -2.98 | 6.10 | 4.61 | +9.18% |
| 2024 | 0.91 | 1.32 | 2.03 | -3.03 | 1.42 | 2.76 | 1.12 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 7.60% | 7.63% | 8.03% | -% | -% |
| Sharpe Ratio | 1.25 | 1.66 | 1.09 | - | - |
| Bester Monat | +4.61% | +2.76% | +6.10% | - | - |
| Schlechtester Monat | -3.03% | -3.03% | -3.44% | - | - |
| Maximaler Verlust | -4.47% | -4.47% | -8.41% | - | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPMorgan Investment Funds - Glob... | thesaurierend | 117.8700 | +12.44% | - | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 117.1900 | +12.45% | - | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 97.8400 | +14.46% | - |
Performance
| lfd. Jahr | +6.61% | ||
|---|---|---|---|
| 6 Monate | +7.85% | ||
| 1 Jahr | +12.44% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +18.25% | ||
| Jahr | |||
| 2023 | +9.18% | ||
