JPMorgan Funds - US Growth Fund C (dist) - USD/ LU0647025211 /

NAV14.11.2024	Diff.-2,7300	Ertragstyp	Ausrichtung	Fondsgesellschaft
764,4800USD	-0,36%	ausschüttend	Aktien Branchenmix	JPMorgan AM (EU) ▶

Monatliche Performance

	Jän	Feb	Mär	Apr	Mai	Jun	Jul	Aug	Sep	Okt	Nov	Dez	Gesamt
2011	-	-	-	-	-	-	-	-4,62	-7,00	12,20	-2,44	-0,46	-
2012	6,10	6,70	3,43	0,45	-8,20	0,79	0,85	2,52	1,79	-4,98	3,22	-1,64	+10,49%
2013	6,21	-0,64	2,05	1,71	4,40	-4,29	7,22	-1,70	5,66	3,69	3,37	2,50	+33,89%
2014	-1,64	6,85	-5,51	-2,86	4,97	1,57	1,10	3,54	-1,21	3,40	1,88	0,48	+12,58%
2015	-0,65	6,15	-1,38	0,97	2,16	-1,55	4,70	-5,90	-5,80	8,91	1,22	-0,71	+7,29%
2016	-10,90	-0,21	4,80	-1,45	3,08	-3,27	5,82	-0,26	0,85	-0,90	1,45	-0,57	-2,57%
2017	4,98	3,76	1,97	2,99	5,23	-0,01	3,06	0,73	0,82	5,53	1,81	1,60	+37,54%
2018	9,43	-0,07	-6,44	4,17	4,55	1,52	0,13	7,27	1,11	-10,33	-1,35	-8,26	-0,32%
2019	10,69	5,65	1,83	4,52	-4,09	7,04	3,57	-0,13	-4,49	1,21	5,97	2,38	+38,63%
2020	5,16	-9,45	-6,92	18,68	6,72	5,90	11,16	9,57	-3,26	-4,56	11,16	4,75	+55,69%
2021	2,04	-0,62	-0,76	6,89	-1,85	3,44	3,26	2,99	-4,26	4,56	3,24	-0,69	+19,21%
2022	-11,59	-2,48	5,00	-9,13	-4,06	-8,79	10,83	-1,54	-7,35	4,65	1,30	-4,26	-26,13%
2023	5,54	-0,86	3,88	0,32	6,66	6,48	3,63	-0,55	-5,18	-4,18	12,09	4,71	+36,08%
2024	4,64	7,39	2,81	-3,25	3,17	8,20	-4,52	3,24	1,89	0,67	5,71	-	-

Einzelne Monate: Ausschüttungen nicht berücksichtigt

Kennzahlen und Performance in:

	lfd. Jahr	6 Monate	1 Jahr	3 Jahre	5 Jahre
Volatilität	18,92%	18,94%	18,04%	20,90%	22,51%
Sharpe Ratio	1,92	1,84	2,13	0,33	0,82
Bester Monat	+8,20%	+8,20%	+12,09%	+12,09%	+18,68%
Schlechtester Monat	-4,52%	-4,52%	-4,52%	-11,59%	-11,59%
Maximaler Verlust	-14,05%	-14,05%	-14,05%	-31,65%	-32,39%
Outperformance	-7,39%	-	+0,31%	+63,12%	+148,24%

Alle Kurse in USD

Titel	Ertragstyp	Rückn. Preis	1 Jahr	3 Jahre
JPMorgan Funds - US Growth Fund ...	thesaurierend	106.920,0000	+46,15%	+81,34%
JPMorgan Funds - US Growth Fund ...	ausschüttend	478,9400	+38,87%	+40,31%
JPMorgan Funds - US Growth Fund ...	ausschüttend	608,0000	+41,44%	+32,61%
JPMorgan Funds - US Growth Fund ...	ausschüttend	644,0200	+38,81%	+40,14%
JPMorgan Funds - US Growth Fund ...	thesaurierend	108,3200	+42,30%	+35,05%
JPMorgan Funds - US Growth Fund ...	thesaurierend	344,7300	+41,59%	+33,05%
JPMorgan Funds - US Growth Fund ...	thesaurierend	13.085,0000	+34,59%	+15,88%
JPMorgan Funds - US Growth Fund ...	thesaurierend	123,1300	-	-
JPMorgan Funds - US Growth Fund ...	ausschüttend	51,0600	+37,44%	+36,02%
JPMorgan Funds - US Growth Fund ...	thesaurierend	382,8800	+37,02%	+17,13%
JPMorgan Funds - US Growth Fund ...	thesaurierend	89,5900	+41,40%	+32,49%
JPMorgan Funds - US Growth Fund ...	thesaurierend	61,1800	+39,33%	+23,15%
JPMorgan Funds - US Growth Fund ...	ausschüttend	764,4800	+41,39%	+32,45%
JPMorgan Funds - US Growth Fund ...	thesaurierend	609,4000	+41,44%	+32,61%
JPMorgan Funds - US Growth Fund ...	thesaurierend	152,8700	+45,20%	-
JPMorgan Funds - US Growth Fund ...	thesaurierend	41,1300	+38,07%	+19,74%
JPMorgan Funds - US Growth Fund ...	thesaurierend	36,0400	+36,98%	+17,09%
JPMorgan Funds - US Growth Fund ...	ausschüttend	148,3200	+42,31%	-
JPMorgan Funds - US Growth Fund ...	thesaurierend	86,0300	+40,09%	+28,88%
JPMorgan Funds - US Growth Fund ...	ausschüttend	45,1300	+40,06%	+28,73%
JPMorgan Funds - US Growth Fund ...	thesaurierend	38,5400	+39,03%	+25,99%