JPMorgan Funds - US Growth Fund C (dist) - GBP/ LU0580369782 /

NAV05.11.2024	Diff.+2,0900	Ertragstyp	Ausrichtung	Fondsgesellschaft
600,8600GBP	+0,35%	ausschüttend	Aktien Branchenmix	JPMorgan AM (EU) ▶

Monatliche Performance

	Jän	Feb	Mär	Apr	Mai	Jun	Jul	Aug	Sep	Okt	Nov	Dez	Gesamt
2011	-	1,93	2,19	-0,73	-0,39	3,02	-2,41	-4,05	-2,48	8,77	-0,52	0,82	+4,22%
2012	4,48	5,43	3,37	-1,19	-3,44	-0,75	1,15	1,05	0,04	-4,73	3,88	-3,18	+5,68%
2013	9,20	3,52	2,07	-0,48	6,69	-4,57	7,79	-3,88	1,28	4,29	1,60	1,16	+31,50%
2014	-1,19	5,34	-5,12	-4,14	5,65	-0,27	2,16	5,37	1,03	4,97	3,84	1,21	+19,68%
2015	2,87	3,48	2,79	-2,74	2,55	-4,42	5,33	-4,31	-4,37	7,36	3,54	0,95	+12,82%
2016	-7,50	2,33	1,43	-3,30	3,03	5,43	7,78	0,48	1,70	5,86	-0,94	-0,04	+16,43%
2017	3,71	4,59	1,73	-0,69	5,73	-0,84	1,87	2,76	-2,94	6,51	-0,06	1,41	+26,00%
2018	4,35	2,59	-8,07	6,53	8,08	2,55	0,36	8,59	0,78	-8,64	-1,14	-8,67	+5,26%
2019	8,11	4,12	4,16	4,24	-0,69	6,01	7,68	0,01	-5,29	-3,64	6,21	-0,03	+34,29%
2020	5,70	-7,15	-3,80	17,76	8,03	6,33	3,90	8,29	0,22	-5,14	7,53	2,55	+50,62%
2021	1,56	-2,14	0,35	6,17	-3,77	5,78	2,43	4,27	-2,12	2,49	6,29	-1,85	+20,48%
2022	-11,01	-2,36	7,21	-4,94	-4,35	-5,55	11,56	2,45	-3,39	1,33	-2,98	-4,82	-17,33%
2023	3,47	0,62	1,76	-0,65	7,78	3,75	2,40	0,86	-1,61	-3,57	7,77	3,83	+29,06%
2024	4,58	7,97	3,10	-2,35	1,26	9,26	-6,05	0,85	0,08	4,59	0,11	-	-

Einzelne Monate: Ausschüttungen nicht berücksichtigt

Kennzahlen und Performance in:

	lfd. Jahr	6 Monate	1 Jahr	3 Jahre	5 Jahre
Volatilität	18,51%	18,61%	17,41%	19,21%	20,84%
Sharpe Ratio	1,46	0,85	1,81	0,33	0,84
Bester Monat	+9,26%	+9,26%	+9,26%	+11,56%	+17,76%
Schlechtester Monat	-6,05%	-6,05%	-6,05%	-11,01%	-11,01%
Maximaler Verlust	-13,57%	-13,57%	-13,57%	-24,46%	-25,07%
Outperformance	-4,94%	-	-5,10%	+58,06%	-

Alle Kurse in GBP

Titel	Ertragstyp	Rückn. Preis	1 Jahr	3 Jahre
JPMorgan Funds - US Growth Fund ...	thesaurierend	99.751,0000	+43,42%	+69,38%
JPMorgan Funds - US Growth Fund ...	ausschüttend	446,8400	+34,59%	+30,94%
JPMorgan Funds - US Growth Fund ...	ausschüttend	581,2300	+41,23%	+26,44%
JPMorgan Funds - US Growth Fund ...	ausschüttend	600,8600	+34,53%	+30,78%
JPMorgan Funds - US Growth Fund ...	thesaurierend	103,5300	+42,09%	+28,77%
JPMorgan Funds - US Growth Fund ...	thesaurierend	329,5400	+41,37%	+26,87%
JPMorgan Funds - US Growth Fund ...	thesaurierend	12.526,0000	+34,46%	+10,64%
JPMorgan Funds - US Growth Fund ...	thesaurierend	113,9900	-	-
JPMorgan Funds - US Growth Fund ...	ausschüttend	47,6500	+33,21%	+26,93%
JPMorgan Funds - US Growth Fund ...	thesaurierend	366,2300	+36,74%	+11,69%
JPMorgan Funds - US Growth Fund ...	thesaurierend	85,6400	+41,18%	+26,31%
JPMorgan Funds - US Growth Fund ...	thesaurierend	58,5000	+39,05%	+17,42%
JPMorgan Funds - US Growth Fund ...	ausschüttend	730,8200	+41,18%	+26,29%
JPMorgan Funds - US Growth Fund ...	thesaurierend	582,5600	+41,23%	+26,45%
JPMorgan Funds - US Growth Fund ...	thesaurierend	141,5100	+39,19%	-
JPMorgan Funds - US Growth Fund ...	thesaurierend	39,3300	+37,76%	+14,13%
JPMorgan Funds - US Growth Fund ...	thesaurierend	34,4700	+36,73%	+11,63%
JPMorgan Funds - US Growth Fund ...	ausschüttend	141,7700	+42,10%	-
JPMorgan Funds - US Growth Fund ...	thesaurierend	82,2700	+39,89%	+22,90%
JPMorgan Funds - US Growth Fund ...	ausschüttend	43,1500	+39,86%	+22,74%
JPMorgan Funds - US Growth Fund ...	thesaurierend	36,8600	+38,83%	+20,10%