JPMorgan Investment Funds - Global Select Equity Fund A (dist) - USD/ LU0247984379 /

NAV31.10.2024	Diff.-6,6300	Ertragstyp	Ausrichtung	Fondsgesellschaft
357,9500USD	-1,82%	ausschüttend	Aktien weltweit	JPMorgan AM (EU) ▶

Monatliche Performance

	Jan	Feb	Mrz	Apr	Mai	Jun	Jul	Aug	Sep	Okt	Nov	Dez	Gesamt
2006	-	-	-	-	-	0,95	0,31	3,22	1,17	4,09	2,28	4,04	-
2007	0,82	-0,51	2,79	5,33	2,98	0,04	-0,97	-2,20	4,87	4,06	-4,09	-0,55	+12,79%
2008	-10,96	2,90	-3,31	6,19	1,22	-8,03	-1,75	-2,86	-14,91	-20,70	-5,96	4,76	-44,44%
2009	-6,17	-10,12	7,68	12,89	8,53	1,95	7,94	3,58	4,56	1,22	2,34	2,44	+40,71%
2010	-3,86	-0,84	6,93	-0,07	-10,06	-2,19	7,88	-4,20	11,70	2,37	-3,26	7,36	+9,98%
2011	1,20	3,31	-0,44	4,21	-2,52	-2,50	-1,68	-10,05	-10,21	12,43	-4,89	-0,25	-12,67%
2012	7,03	6,17	0,50	-0,80	-9,47	3,69	2,32	2,69	2,44	-0,98	2,41	0,90	+17,11%
2013	5,92	-0,42	2,27	2,78	2,13	-3,89	5,56	-2,06	4,73	3,45	2,12	1,77	+26,69%
2014	-5,35	5,12	0,30	0,22	2,48	1,80	-0,94	0,92	-2,71	0,99	2,14	-1,32	+3,30%
2015	-2,12	4,76	-1,83	2,32	1,35	-2,43	0,01	-7,21	-4,54	9,91	-0,75	-1,55	-3,08%
2016	-8,08	0,53	7,23	0,95	1,34	-3,45	5,68	1,02	-0,45	-1,20	2,71	1,53	+7,18%
2017	3,46	2,70	1,61	2,09	1,50	0,42	2,91	-0,83	2,05	2,33	2,09	2,23	+24,95%
2018	5,77	-3,72	-4,39	2,70	-0,37	-0,19	3,11	0,16	1,26	-7,70	0,72	-8,01	-11,09%
2019	7,95	3,17	1,14	3,60	-5,82	5,96	0,86	-2,43	0,82	3,66	3,14	3,11	+27,37%
2020	0,55	-10,90	-12,39	11,05	4,14	2,57	6,54	6,45	-4,25	-3,65	16,47	4,06	+18,06%
2021	-0,44	4,11	2,97	5,06	1,76	-0,16	2,48	1,20	-3,12	3,58	-1,44	4,80	+22,47%
2022	-4,02	-1,86	3,21	-6,86	-2,45	-10,61	9,37	-2,37	-8,89	5,78	6,41	-2,55	-15,74%
2023	7,20	-0,42	2,56	0,39	0,31	4,49	3,41	-2,02	-3,70	-2,04	8,93	5,03	+25,97%
2024	2,24	4,48	2,78	-3,12	3,11	3,91	-1,00	2,71	1,51	-2,09	-	-	-

Einzelne Monate: Ausschüttungen nicht berücksichtigt

Kennzahlen und Performance in:

	lfd. Jahr	6 Monate	1 Jahr	3 Jahre	5 Jahre
Volatilität	12,17%	12,37%	11,75%	16,88%	18,53%
Sharpe Ratio	1,27	1,13	2,44	0,29	0,56
Bester Monat	+5,03%	+3,91%	+8,93%	+9,37%	+16,47%
Schlechtester Monat	-3,12%	-3,12%	-3,12%	-10,61%	-12,39%
Maximaler Verlust	-8,47%	-8,47%	-8,47%	-26,04%	-35,15%
Outperformance	+1,17%	-	+5,10%	+14,10%	+33,82%

Alle Kurse in USD

Titel	Ertragstyp	Rückn. Preis	1 Jahr	3 Jahre
JPMorgan Investment Funds - Glob...	thesaurierend	664,4400	+33,98%	+32,19%
JPMorgan Investment Funds - Glob...	thesaurierend	209,9300	+30,25%	+39,26%
JPMorgan Investment Funds - Glob...	thesaurierend	214,1500	+33,42%	+30,55%
JPMorgan Investment Funds - Glob...	thesaurierend	140,1600	+31,59%	-
JPMorgan Investment Funds - Glob...	ausschüttend	137,8700	+33,97%	-
JPMorgan Investment Funds - Glob...	ausschüttend	122,0200	-	-
JPMorgan Investment Funds - Glob...	thesaurierend	2.250,2800	+32,72%	+32,62%
JPMorgan Investment Funds - Glob...	thesaurierend	19,7300	+27,37%	+23,39%
JPMorgan Investment Funds - Glob...	thesaurierend	144,5000	+27,66%	+31,14%
JPMorgan Investment Funds - Glob...	thesaurierend	633,6900	+33,23%	+30,01%
JPMorgan Investment Funds - Glob...	thesaurierend	351,3200	+30,06%	+38,65%
JPMorgan Investment Funds - Glob...	ausschüttend	202,0700	+33,23%	+30,00%
JPMorgan Investment Funds - Glob...	thesaurierend	208,3000	+33,29%	+30,17%
JPMorgan Investment Funds - Glob...	thesaurierend	129,4400	+30,12%	-
JPMorgan Investment Funds - Glob...	thesaurierend	129,8200	+30,93%	-
JPMorgan Investment Funds - Glob...	ausschüttend	357,9500	+31,77%	+25,78%
JPMorgan Investment Funds - Glob...	thesaurierend	547,1500	+31,88%	+26,06%
JPMorgan Investment Funds - Glob...	thesaurierend	249,4500	+28,74%	+34,41%
JPMorgan Investment Funds - Glob...	thesaurierend	124,8800	+29,56%	-
JPMorgan Investment Funds - Glob...	thesaurierend	466,6200	+30,86%	+23,16%