DetailsChartProfilRisikomatrixNachrichtenDokumente

JPMorgan Funds - Euroland Equity Fund A (acc) - CHF (hedged)/  LU0979766515  /

Fonds
NAV29.07.2024 Diff.-0,5100 Ertragstyp Ausrichtung Fondsgesellschaft
250,3600CHF -0,20% thesaurierend Aktien Euroland JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2014 -2,05 6,69 0,52 -0,61 2,67 -0,63 -3,36 0,60 0,61 -2,04 4,50 -1,33 +5,24%
2015 6,85 6,10 4,11 -2,46 2,27 -4,21 3,95 -7,53 -3,94 8,05 3,52 -4,49 +11,25%
2016 -7,34 -3,22 2,86 0,84 3,67 -7,81 5,29 1,37 -0,71 1,86 0,08 5,95 +1,75%
2017 -0,29 1,77 4,51 3,85 2,24 -2,16 0,24 -0,14 4,19 3,52 -2,49 -0,72 +15,17%
2018 3,66 -3,52 -2,53 4,31 -0,08 -1,72 2,12 -1,74 -0,10 -7,47 -2,04 -6,10 -14,82%
2019 6,59 3,05 1,11 4,16 -5,33 4,77 0,20 -0,93 3,46 0,99 2,64 1,12 +23,48%
2020 -1,99 -9,88 -19,08 7,91 5,29 5,18 1,06 2,20 -1,55 -8,09 18,45 2,42 -3,16%
2021 -0,87 3,72 7,60 2,46 2,88 0,78 1,63 1,62 -2,99 3,67 -1,72 4,31 +25,14%
2022 -3,73 -6,91 1,45 -1,16 -0,09 -10,61 8,81 -4,41 -6,45 9,38 7,06 -3,27 -11,55%
2023 8,07 2,53 0,14 0,87 -1,57 3,76 0,79 -2,75 -2,70 -4,23 7,59 2,86 +15,57%
2024 2,22 3,71 4,55 -1,69 2,13 -2,48 -0,24 - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 11,93% 11,92% 11,40% 16,22% 18,58%
Sharpe Ratio 0,94 0,84 0,43 0,08 0,19
Bester Monat +4,55% +4,55% +7,59% +9,38% +18,45%
Schlechtester Monat -2,48% -2,48% -4,23% -10,61% -19,08%
Maximaler Verlust -4,71% -4,71% -10,12% -24,15% -39,63%
Outperformance +3,60% - +4,63% +15,88% +19,40%
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Funds - Euroland Equity... thesaurierend 250,3600 +8,58% +15,75%
JPMorgan Funds - Euroland Equity... thesaurierend 186,1800 +9,78% +19,64%
JPMorgan Funds - Euroland Equity... thesaurierend 153,7700 +12,33% +24,02%
JPMorgan Funds - Euroland Equity... thesaurierend 144,5000 +10,18% +16,97%
JPMorgan Funds - Euroland Equity... thesaurierend 163,4000 +12,22% +23,64%
JPMorgan Funds - Euroland Equity... thesaurierend 178,5600 +14,17% +31,95%
JPMorgan Funds - Euroland Equity... thesaurierend 38,4700 +12,22% +23,54%
JPMorgan Funds - Euroland Equity... ausschüttend 217,5700 +12,18% +23,50%
JPMorgan Funds - Euroland Equity... ausschüttend 156,5100 +9,86% +12,34%
JPMorgan Funds - Euroland Equity... thesaurierend 26,9800 +11,03% +19,80%
JPMorgan Funds - Euroland Equity... ausschüttend 14,0400 +8,64% +8,73%
JPMorgan Funds - Euroland Equity... ausschüttend 73,5200 +11,03% +19,76%
JPMorgan Funds - Euroland Equity... thesaurierend 352,3300 +12,93% +27,67%
JPMorgan Funds - Euroland Equity... thesaurierend 18,6700 +10,21% +17,05%

Performance

lfd. Jahr  
+8,26%
6 Monate  
+6,63%
1 Jahr  
+8,58%
3 Jahre  
+15,75%
5 Jahre  
+41,99%
10 Jahre  
+83,98%
seit Beginn  
+104,98%
Jahr
2023  
+15,57%
2022
  -11,55%
2021  
+25,14%
2020
  -3,16%
2019  
+23,48%
2018
  -14,82%
2017  
+15,17%
2016  
+1,75%
2015  
+11,25%