JPMorgan Investment Funds - Japan Sustainable Equity Fund A (acc) - EUR/ LU0828244052 /
| NAV14.11.2024 | Diff.-1.5500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 233.5000EUR | -0.66% | thesaurierend | Aktien Branchenmix | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012 | - | - | - | - | - | - | - | - | - | -2.24 | 1.28 | 3.04 | - |
| 2013 | 1.20 | 6.75 | 6.91 | 6.20 | -5.07 | 1.57 | -1.04 | -2.37 | 6.95 | -1.66 | 1.65 | -1.20 | +20.67% |
| 2014 | -4.20 | -1.24 | -1.98 | -2.97 | 6.50 | 5.52 | 2.33 | -0.09 | 2.41 | 1.52 | -2.13 | 1.46 | +6.74% |
| 2015 | 9.11 | 6.24 | 5.51 | 0.20 | 3.08 | -3.45 | 1.46 | -8.14 | -7.16 | 11.96 | 4.12 | -3.25 | +19.03% |
| 2016 | -8.30 | -3.92 | 0.61 | 4.41 | 2.09 | -2.19 | 4.74 | 0.40 | 0.79 | 3.39 | 1.71 | 0.94 | +3.97% |
| 2017 | 2.48 | 2.78 | -1.17 | -1.08 | 1.02 | -0.60 | -1.31 | -1.25 | 2.27 | 6.77 | 1.95 | 0.71 | +13.00% |
| 2018 | 0.70 | 0.77 | -2.30 | 2.61 | 1.91 | -3.37 | -0.74 | 0.52 | 3.64 | -6.78 | 0.36 | -8.71 | -11.52% |
| 2019 | 6.58 | 0.25 | 2.21 | 2.13 | -3.57 | 1.21 | 2.51 | -0.26 | 4.73 | 2.08 | 1.50 | 0.34 | +21.17% |
| 2020 | -0.72 | -8.94 | -7.56 | 7.48 | 3.37 | -0.67 | -7.37 | 7.38 | 3.30 | -1.10 | 13.66 | 1.46 | +8.07% |
| 2021 | -0.87 | -1.05 | 3.07 | -3.20 | -0.32 | 3.24 | -0.44 | 6.50 | 4.37 | -2.11 | 1.19 | 0.14 | +10.55% |
| 2022 | -8.57 | -2.92 | -0.21 | -5.28 | 1.71 | -7.57 | 10.57 | -2.26 | -7.78 | 1.53 | 3.73 | -3.36 | -19.98% |
| 2023 | 4.52 | -2.97 | 2.18 | -0.91 | 5.05 | 0.28 | 0.74 | -2.35 | -1.58 | -3.75 | 5.65 | 3.68 | +10.40% |
| 2024 | 5.07 | 4.30 | 3.01 | -4.27 | -0.12 | 1.98 | 6.40 | -1.56 | -1.39 | -0.87 | 1.62 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 22.27% | 25.69% | 21.29% | 19.06% | 19.07% |
| Sharpe Ratio | 0.63 | 0.43 | 0.93 | -0.21 | 0.05 |
| Bester Monat | +6.40% | +6.40% | +6.40% | +10.57% | +13.66% |
| Schlechtester Monat | -4.27% | -1.56% | -4.27% | -8.57% | -8.94% |
| Maximaler Verlust | -14.52% | -14.52% | -14.52% | -27.35% | -28.57% |
| Outperformance | -6.50% | - | -6.05% | -2.49% | -5.74% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPMorgan Investment Funds - Japa... | thesaurierend | 27'656.0000 | +24.66% | +25.54% | |
| JPMorgan Investment Funds - Japa... | thesaurierend | 37'847.0000 | +25.66% | +28.59% | |
| JPMorgan Investment Funds - Japa... | thesaurierend | 23'442.0000 | +22.68% | +19.66% | |
| JPMorgan Investment Funds - Japa... | ausschüttend | 15'326.0000 | +23.61% | +22.39% | |
| JPMorgan Investment Funds - Japa... | thesaurierend | 153.7200 | +28.53% | - | |
| JPMorgan Investment Funds - Japa... | thesaurierend | 305.6500 | +30.58% | +40.77% | |
| JPMorgan Investment Funds - Japa... | thesaurierend | 150.4600 | +28.58% | - | |
| JPMorgan Investment Funds - Japa... | thesaurierend | 21'255.0000 | +23.61% | +22.38% | |
| JPMorgan Investment Funds - Japa... | thesaurierend | 233.5000 | +22.84% | -2.95% |
Performance
| lfd. Jahr | +14.52% | ||
|---|---|---|---|
| 6 Monate | +6.88% | ||
| 1 Jahr | +22.84% | ||
| 3 Jahre | -2.95% | ||
| 5 Jahre | +21.51% | ||
| 10 Jahre | +82.54% | ||
| seit Beginn | +135.22% | ||
| Jahr | |||
| 2023 | +10.40% | ||
| 2022 | -19.98% | ||
| 2021 | +10.55% | ||
| 2020 | +8.07% | ||
| 2019 | +21.17% | ||
| 2018 | -11.52% | ||
| 2017 | +13.00% | ||
| 2016 | +3.97% | ||
| 2015 | +19.03% | ||
