JPMorgan Investment Funds - Global Multi-Asset Moderate Sustainable Fund I2 (acc) - EUR/ LU2394014737 /
| NAV02.08.2024 | Diff.-2.2100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 95.5700EUR | -2.26% | 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 | 2.89 | 0.65 | -1.82 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 8.19% | 8.42% | 8.40% | -% | -% |
| Sharpe Ratio | 0.65 | 0.57 | 0.73 | - | - |
| Bester Monat | +4.75% | +2.89% | +6.27% | +6.27% | - |
| Schlechtester Monat | -2.88% | -2.88% | -3.30% | -5.30% | - |
| Maximaler Verlust | -4.35% | -4.35% | -6.71% | - | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPMorgan Investment Funds - Glob... | thesaurierend | 115.0000 | +7.82% | - | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 114.3300 | +7.82% | - | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 95.5700 | +9.76% | - |
Performance
| lfd. Jahr | +5.13% | ||
|---|---|---|---|
| 6 Monate | +4.13% | ||
| 1 Jahr | +9.76% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | -4.43% | ||
| Jahr | |||
| 2023 | +11.15% | ||
| 2022 | -18.71% | ||
