JPMorgan Funds - US Growth Fund X (acc) - USD/ LU0143839131 /

NAV02.08.2024	Diff.-5,8100	Ertragstyp	Ausrichtung	Fondsgesellschaft
92,7000USD	-5,90%	thesaurierend	Aktien Branchenmix	JPMorgan AM (EU) ▶

Monatliche Performance

	Jan	Feb	Mrz	Apr	Mai	Jun	Jul	Aug	Sep	Okt	Nov	Dez	Gesamt
2005	-	-	-	-	-	-	-	-	-	-3,20	5,48	0,69	-
2006	4,28	1,03	0,65	-0,37	-4,88	1,65	-2,19	1,17	3,27	3,54	1,62	1,68	+11,67%
2007	1,92	-1,37	3,64	4,77	2,95	-1,01	-0,94	-2,37	4,62	1,70	-3,42	1,42	+12,11%
2008	-12,12	2,56	-2,41	5,57	3,43	-5,66	-1,03	-0,09	-15,70	-16,15	-7,85	1,20	-40,95%
2009	-2,11	-10,35	5,10	9,84	1,95	3,82	7,73	2,05	3,68	0,97	2,99	5,18	+33,68%
2010	-4,33	2,67	6,51	2,82	-8,69	-6,61	4,51	-4,41	12,03	3,55	1,48	5,66	+13,98%
2011	0,26	3,88	1,08	2,87	-1,20	0,08	0,16	-4,59	-6,92	12,24	-2,34	-0,41	+3,97%
2012	6,15	6,81	3,44	0,50	-8,10	0,84	0,91	2,56	1,84	-4,91	3,34	-1,62	+11,30%
2013	6,27	-0,56	2,12	1,80	4,42	-4,23	7,34	-1,65	5,73	3,71	3,46	2,55	+34,93%
2014	-1,60	6,91	-5,47	-2,78	5,03	1,63	1,18	3,60	-1,12	3,46	1,95	0,59	+13,50%
2015	-0,63	6,23	-1,29	1,03	2,22	-1,45	4,78	-5,83	-5,73	8,94	1,32	-0,67	+8,14%
2016	-10,86	-0,15	4,86	-1,40	3,18	-3,23	5,89	-0,19	0,88	-0,83	1,48	-0,50	-1,89%
2017	5,05	3,72	2,02	3,06	5,29	0,04	3,12	0,81	0,88	5,59	1,89	1,65	+38,40%
2018	9,49	-0,03	-6,40	4,21	4,60	1,58	0,20	7,33	1,14	-10,27	-1,32	-8,20	+0,30%
2019	10,75	5,71	1,89	4,58	-4,03	7,08	3,64	-0,07	-4,44	1,28	6,03	2,43	+39,54%
2020	5,22	-9,38	-6,86	18,75	6,77	5,96	11,21	9,63	-3,20	-4,51	11,22	4,80	+56,72%
2021	2,10	-0,58	-0,70	6,95	-1,81	3,50	3,31	3,06	-4,22	4,62	3,30	-0,64	+19,99%
2022	-11,54	-2,42	5,05	-9,08	-4,01	-8,75	10,90	-1,48	-7,30	4,71	1,37	-4,22	-25,65%
2023	5,60	-0,80	3,93	0,36	6,72	6,55	3,67	-0,49	-5,13	-4,11	12,15	4,76	+36,97%
2024	4,69	7,45	2,85	-3,19	3,23	8,26	-4,46	-4,02	-	-	-	-	-

Kennzahlen und Performance in:

	lfd. Jahr	6 Monate	1 Jahr	3 Jahre	5 Jahre
Volatilität	19,70%	20,38%	18,05%	20,58%	22,60%
Sharpe Ratio	1,17	0,53	1,12	0,18	0,67
Bester Monat	+8,26%	+8,26%	+12,15%	+12,15%	+18,75%
Schlechtester Monat	-4,46%	-4,46%	-5,13%	-11,54%	-11,54%
Maximaler Verlust	-10,92%	-10,92%	-10,92%	-31,25%	-32,33%
Outperformance	-4,27%	-	-4,39%	+67,23%	+163,65%

Alle Kurse in USD

Titel	Ertragstyp	Rückn. Preis	1 Jahr	3 Jahre
JPMorgan Funds - US Growth Fund ...	ausschüttend	43,4300	+20,67%	+27,47%
JPMorgan Funds - US Growth Fund ...	thesaurierend	86.570,0000	+26,44%	+63,09%
JPMorgan Funds - US Growth Fund ...	ausschüttend	406,1200	+21,93%	+31,50%
JPMorgan Funds - US Growth Fund ...	ausschüttend	521,2500	+23,17%	+21,27%
JPMorgan Funds - US Growth Fund ...	ausschüttend	546,1700	+21,89%	+31,34%
JPMorgan Funds - US Growth Fund ...	thesaurierend	92,7000	+23,93%	+23,52%
JPMorgan Funds - US Growth Fund ...	thesaurierend	295,4500	+23,30%	+21,68%
JPMorgan Funds - US Growth Fund ...	thesaurierend	11.361,0000	+16,59%	+7,33%
JPMorgan Funds - US Growth Fund ...	thesaurierend	331,3300	+19,00%	+7,40%
JPMorgan Funds - US Growth Fund ...	thesaurierend	522,4400	+23,18%	+21,27%
JPMorgan Funds - US Growth Fund ...	thesaurierend	126,8200	+23,68%	-
JPMorgan Funds - US Growth Fund ...	thesaurierend	35,5200	+19,92%	+9,77%
JPMorgan Funds - US Growth Fund ...	thesaurierend	76,8100	+23,13%	+21,15%
JPMorgan Funds - US Growth Fund ...	thesaurierend	31,1900	+19,00%	+7,37%
JPMorgan Funds - US Growth Fund ...	thesaurierend	52,6900	+21,02%	+12,92%
JPMorgan Funds - US Growth Fund ...	ausschüttend	655,4800	+23,13%	+21,13%
JPMorgan Funds - US Growth Fund ...	thesaurierend	73,9600	+22,01%	+17,86%
JPMorgan Funds - US Growth Fund ...	ausschüttend	38,8100	+21,97%	+17,72%
JPMorgan Funds - US Growth Fund ...	thesaurierend	33,2000	+21,08%	+15,20%