JPMorgan Investment Funds - Global Multi-Asset Moderate Sustainable Fund I2 (acc) - EUR/ LU2394014737 /
| NAV27.06.2024 | Diff.+0.1300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 96.6100EUR | +0.13% | thesaurierend | Mischfonds weltweit | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -4.44 | -2.61 | 0.93 | -4.26 | -2.23 | -5.30 | 4.37 | -2.63 | -5.27 | 0.52 | 2.90 | -1.94 | -18.71% |
| 2023 | 3.75 | -2.19 | 2.17 | 1.23 | -0.76 | 1.81 | 1.57 | -1.33 | -3.30 | -2.83 | 6.27 | 4.75 | +11.15% |
| 2024 | 1.08 | 1.47 | 2.18 | -2.88 | 1.58 | 2.79 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 7.68% | 7.55% | 8.10% | -% | -% |
| Sharpe Ratio | 1.26 | 1.22 | 1.04 | - | - |
| Bester Monat | +4.75% | +4.75% | +6.27% | +6.27% | - |
| Schlechtester Monat | -2.88% | -2.88% | -3.30% | -5.30% | - |
| Maximaler Verlust | -4.35% | -4.35% | -7.97% | - | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPMorgan Investment Funds - Glob... | thesaurierend | 116.4600 | +10.13% | - | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 115.7800 | +10.13% | - | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 96.6100 | +12.12% | - |
Performance
| lfd. Jahr | +6.27% | ||
|---|---|---|---|
| 6 Monate | +6.23% | ||
| 1 Jahr | +12.12% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | -3.39% | ||
| Jahr | |||
| 2023 | +11.15% | ||
| 2022 | -18.71% | ||
