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JPMorgan Funds - Europe Equity Plus Fund C (perf) (acc) - EUR/  LU0289214545  /

Fonds
NAV14.08.2024 Diff.+1,3100 Ertragstyp Ausrichtung Fondsgesellschaft
348,9500EUR +0,38% thesaurierend Alternative Investments Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2011 - - - - - - -1,82 -11,88 -5,31 10,92 -1,20 3,46 -
2012 3,78 4,70 -0,86 -0,08 -5,76 5,33 4,77 3,20 1,53 2,21 2,50 2,26 +25,64%
2013 4,88 1,62 2,69 3,40 1,72 -4,57 6,13 -1,16 3,68 6,45 1,52 1,19 +30,66%
2014 -0,46 5,44 0,24 -0,25 2,51 0,21 -1,16 1,47 1,54 -0,64 2,99 -0,86 +11,38%
2015 8,20 5,88 2,98 -0,65 3,01 -4,25 3,61 -7,17 -2,90 7,17 3,55 -3,13 +16,07%
2016 -7,66 -2,91 1,28 1,42 3,80 -8,47 4,61 1,38 0,27 0,51 1,65 4,66 -0,52%
2017 0,62 1,81 3,30 2,65 0,85 -1,84 0,13 -0,55 2,91 3,23 -2,49 0,66 +11,64%
2018 1,87 -3,10 -2,48 3,85 0,92 -1,97 2,53 -2,39 1,18 -5,99 -3,72 -4,37 -13,33%
2019 7,88 4,04 2,26 1,48 -3,86 3,99 0,05 -1,45 3,65 1,14 2,71 1,29 +25,21%
2020 -0,68 -10,57 -17,51 10,74 2,21 2,83 -0,21 1,24 -0,25 -6,98 13,01 2,33 -7,55%
2021 -0,37 3,44 8,89 2,11 3,45 0,86 1,98 1,15 -2,56 5,70 -1,45 7,25 +34,28%
2022 -2,00 -5,12 2,84 0,03 -1,96 -8,08 7,83 -3,59 -5,55 6,50 5,61 -2,79 -7,47%
2023 4,91 2,82 -1,58 0,88 -2,07 4,09 0,05 -0,92 0,71 -2,88 6,03 2,03 +14,49%
2024 3,75 3,15 5,28 -0,15 3,20 -0,33 -0,35 -2,93 - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 11,94% 12,67% 10,95% 14,30% 17,50%
Sharpe Ratio 1,38 0,98 1,51 0,34 0,40
Bester Monat +5,28% +5,28% +6,03% +7,83% +13,01%
Schlechtester Monat -2,93% -2,93% -2,93% -8,08% -17,51%
Maximaler Verlust -8,68% -8,68% -8,68% -17,26% -40,06%
Outperformance +0,03% - -1,10% +2,44% +3,76%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Funds - Europe Equity P... thesaurierend 26,7700 +20,37% +13,67%
JPMorgan Funds - Europe Equity P... thesaurierend 280,5400 +20,36% +27,74%
JPMorgan Funds - Europe Equity P... thesaurierend 36,2700 +20,90% +30,19%
JPMorgan Funds - Europe Equity P... ausschüttend 136,5100 +19,67% +28,35%
JPMorgan Funds - Europe Equity P... thesaurierend 164,1800 +20,26% +27,40%
JPMorgan Funds - Europe Equity P... thesaurierend 173,8100 +20,07% +27,35%
JPMorgan Funds - Europe Equity P... thesaurierend 348,9500 +20,06% +27,26%
JPMorgan Funds - Europe Equity P... thesaurierend 346,9200 +22,01% +34,24%
JPMorgan Funds - Europe Equity P... ausschüttend 166,3700 +19,96% +27,09%
JPMorgan Funds - Europe Equity P... thesaurierend 183,3700 +20,52% +26,88%
JPMorgan Funds - Europe Equity P... thesaurierend 256,4300 +21,80% +19,28%
JPMorgan Funds - Europe Equity P... thesaurierend 26,2200 +19,78% +25,16%
JPMorgan Funds - Europe Equity P... ausschüttend 20,8600 +19,72% +25,01%
JPMorgan Funds - Europe Equity P... ausschüttend 17,8400 +19,31% +25,90%
JPMorgan Funds - Europe Equity P... thesaurierend 22,2900 +18,82% +21,67%
JPMorgan Funds - Europe Equity P... thesaurierend 31,4200 +21,45% +17,06%
JPMorgan Funds - Europe Equity P... thesaurierend 324,2200 +21,65% +31,93%

Performance

lfd. Jahr  
+11,92%
6 Monate  
+7,65%
1 Jahr  
+20,06%
3 Jahre  
+27,26%
5 Jahre  
+65,26%
10 Jahre  
+118,30%
seit Beginn  
+248,95%
Jahr
2023  
+14,49%
2022
  -7,47%
2021  
+34,28%
2020
  -7,55%
2019  
+25,21%
2018
  -13,33%
2017  
+11,64%
2016
  -0,52%
2015  
+16,07%