JPMorgan Funds - US Hedged Equity Fund A (acc) - EUR (hedged)/ LU1297690924 /
NAV05.08.2024 | Diff.-3,0100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
137,5900EUR | -2,14% | thesaurierend | Alternative Investments AI Hedgefonds Single Strategy | JPMorgan AM (EU) ▶ |
Monatliche Performance
Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2017 | - | - | - | - | - | - | - | - | - | - | 0,59 | 0,23 | - |
2018 | 1,02 | -0,59 | -4,26 | 1,69 | 0,71 | 1,38 | 1,39 | 0,62 | 0,39 | -4,81 | 0,07 | -1,82 | -4,38% |
2019 | 2,50 | 0,68 | -0,20 | 1,67 | -3,99 | 4,67 | 1,16 | -1,95 | 0,83 | 1,38 | 1,57 | 0,63 | +9,06% |
2020 | 0,54 | -6,16 | -0,58 | 6,30 | 1,68 | 0,93 | 2,10 | 2,45 | -0,14 | -1,56 | 5,16 | 0,90 | +11,64% |
2021 | 0,24 | 0,82 | 3,04 | 2,32 | 0,54 | 0,57 | 1,13 | 0,87 | -0,95 | 1,07 | 0,37 | 0,80 | +11,31% |
2022 | -3,43 | -1,11 | 0,80 | -4,75 | -2,70 | -0,26 | 3,78 | -0,49 | -7,07 | 0,91 | 1,89 | 0,38 | -11,85% |
2023 | 3,14 | 0,04 | 2,96 | 1,02 | 1,12 | 3,12 | 1,75 | -0,13 | -4,33 | -2,58 | 5,59 | 0,92 | +12,96% |
2024 | 2,00 | 2,31 | 0,88 | -1,75 | 1,77 | 4,87 | -0,50 | -3,70 | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 8,21% | 8,55% | 8,17% | 8,57% | 9,55% |
Sharpe Ratio | 0,77 | 0,27 | 0,27 | -0,14 | 0,32 |
Bester Monat | +4,87% | +4,87% | +5,59% | +5,59% | +6,30% |
Schlechtester Monat | -3,70% | -3,70% | -4,33% | -7,07% | -7,07% |
Maximaler Verlust | -5,11% | -5,11% | -7,27% | -17,28% | -19,31% |
Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
JPMorgan Funds - US Hedged Equit... | thesaurierend | 182,0300 | +8,22% | +15,97% | |
JPMorgan Funds - US Hedged Equit... | thesaurierend | 181,5900 | +8,18% | +15,91% | |
JPMorgan Funds - US Hedged Equit... | thesaurierend | 155,3100 | +6,40% | +9,12% | |
JPMorgan Funds - US Hedged Equit... | thesaurierend | 159,2400 | +7,67% | +14,29% | |
JPMorgan Funds - US Hedged Equit... | thesaurierend | 137,5900 | +5,82% | +7,33% |
Performance
lfd. Jahr | +5,77% | ||
---|---|---|---|
6 Monate | +2,93% | ||
1 Jahr | +5,82% | ||
3 Jahre | +7,33% | ||
5 Jahre | +37,95% | ||
10 Jahre | - | ||
seit Beginn | +37,59% | ||
Jahr | |||
2023 | +12,96% | ||
2022 | -11,85% | ||
2021 | +11,31% | ||
2020 | +11,64% | ||
2019 | +9,06% | ||
2018 | -4,38% |