JPMorgan Funds - Climate Change Solutions Fund C (dist) - GBP/ LU2394010669 /
| NAV2024-07-05 | Chg.+0.0400 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 96.7400GBP | +0.04% | paying dividend | Equity Worldwide | JPMorgan AM (EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -12.54 | -1.22 | 6.08 | -5.07 | -1.52 | -9.95 | 14.12 | 0.65 | -6.16 | 4.49 | 4.22 | -2.75 | -11.93% |
| 2023 | 4.80 | -0.57 | 0.49 | -3.96 | 0.22 | 2.80 | 0.97 | -3.83 | -3.26 | -7.22 | 6.66 | 8.43 | +4.45% |
| 2024 | -2.49 | 5.77 | 4.42 | 0.02 | 3.76 | -1.19 | -0.96 | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.99% | 11.49% | 12.61% | -% | -% |
| Sharpe ratio | 1.30 | 2.26 | 0.58 | - | - |
| Best month | +8.43% | +5.77% | +8.43% | +14.12% | - |
| Worst month | -2.49% | -2.49% | -7.22% | -12.54% | - |
| Maximum loss | -4.24% | -3.43% | -15.31% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in GBP
Share classes
Performance
| YTD | +9.37% | ||
|---|---|---|---|
| 6 Months | +13.83% | ||
| 1 Year | +11.02% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -1.75% | ||
| Year | |||
| 2023 | +4.45% | ||
| 2022 | -11.93% | ||
Dividends
| 2023-09-13 | 0.65 GBP |
| 2022-09-14 | 0.66 GBP |
