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JPMorgan Funds - Europe Equity Plus Fund A (perf) (acc) - USD (hedged)/  LU0994472909  /

Fonds
NAV08.11.2024 Diff.-3,0100 Ertragstyp Ausrichtung Fondsgesellschaft
333,9500USD -0,89% thesaurierend Alternative Investments Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2014 - 5,73 0,45 -0,64 2,10 -0,25 -1,48 1,24 0,71 -0,36 3,35 -1,33 +7,04%
2015 5,01 4,99 2,75 -0,79 2,36 -4,55 3,86 -6,34 -2,57 6,21 2,78 -1,89 +11,45%
2016 -6,44 -2,60 1,68 0,82 3,30 -6,49 5,34 1,65 0,67 1,84 -0,04 4,47 +3,45%
2017 0,85 1,53 3,59 2,66 1,97 -1,53 1,24 0,38 1,87 3,42 -2,07 0,96 +15,73%
2018 1,49 -2,87 -2,15 4,27 0,27 -1,43 2,82 -2,24 1,00 -5,89 -3,44 -3,83 -11,80%
2019 7,36 3,49 2,43 1,99 -3,18 4,32 0,62 -1,57 3,06 0,89 2,42 1,24 +25,19%
2020 -1,04 -10,12 -17,19 10,09 3,28 3,00 -0,73 1,12 0,30 -7,41 13,08 2,53 -6,77%
2021 -0,91 3,33 8,37 2,52 3,19 0,76 1,57 1,31 -2,45 4,78 -1,24 6,80 +31,21%
2022 -1,91 -5,18 2,78 0,04 -1,41 -8,00 6,74 -2,46 -4,84 6,69 5,94 -2,02 -4,82%
2023 5,30 2,65 -1,29 0,87 -2,41 4,28 -0,34 -0,77 1,17 -2,34 5,52 1,46 +14,57%
2024 3,66 3,74 6,02 0,13 3,11 -0,61 -0,37 1,91 -0,98 -1,20 0,66 - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 11,23% 12,19% 10,67% 13,96% 16,95%
Sharpe Ratio 1,53 -0,06 1,90 0,46 0,41
Bester Monat +6,02% +3,11% +6,02% +6,80% +13,08%
Schlechtester Monat -1,20% -1,20% -1,20% -8,00% -17,19%
Maximaler Verlust -8,82% -8,82% -8,82% -16,06% -38,34%
Outperformance +6,14% - -7,99% +2,46% +9,91%
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Funds - Europe Equity P... thesaurierend 37,6100 +23,96% +29,73%
JPMorgan Funds - Europe Equity P... ausschüttend 134,5400 +17,35% +23,34%
JPMorgan Funds - Europe Equity P... thesaurierend 169,9800 +23,23% +26,98%
JPMorgan Funds - Europe Equity P... thesaurierend 26,9000 +22,22% +12,36%
JPMorgan Funds - Europe Equity P... thesaurierend 288,2300 +21,97% +27,11%
JPMorgan Funds - Europe Equity P... thesaurierend 361,1000 +23,00% +26,84%
JPMorgan Funds - Europe Equity P... thesaurierend 357,5200 +23,50% +33,43%
JPMorgan Funds - Europe Equity P... ausschüttend 169,0700 +23,01% +26,67%
JPMorgan Funds - Europe Equity P... thesaurierend 189,8500 +23,43% +26,61%
JPMorgan Funds - Europe Equity P... thesaurierend 179,8800 +23,04% +26,93%
JPMorgan Funds - Europe Equity P... thesaurierend 258,4500 +23,71% +17,78%
JPMorgan Funds - Europe Equity P... thesaurierend 27,1000 +22,57% +24,77%
JPMorgan Funds - Europe Equity P... ausschüttend 21,2900 +22,59% +24,64%
JPMorgan Funds - Europe Equity P... ausschüttend 17,6100 +16,98% +21,06%
JPMorgan Funds - Europe Equity P... thesaurierend 23,0000 +21,69% +21,37%
JPMorgan Funds - Europe Equity P... thesaurierend 31,6200 +23,23% +15,61%
JPMorgan Funds - Europe Equity P... thesaurierend 333,9500 +23,27% +31,28%

Performance

lfd. Jahr  
+16,98%
6 Monate  
+1,13%
1 Jahr  
+23,27%
3 Jahre  
+31,28%
5 Jahre  
+60,50%
10 Jahre  
+135,86%
seit Beginn  
+146,09%
Jahr
2023  
+14,57%
2022
  -4,82%
2021  
+31,21%
2020
  -6,77%
2019  
+25,19%
2018
  -11,80%
2017  
+15,73%
2016  
+3,45%
2015  
+11,45%