JPMorgan Funds - Europe Equity Plus Fund C (perf) (acc) - EUR/ LU0289214545 /
| NAV17.10.2024 | Diff.+3.3700 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 372.5700EUR | +0.91% | thesaurierend | Alternative Investments Europa | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | 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 | 2.08 | -0.84 | 2.40 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11.37% | 12.38% | 10.79% | 14.10% | 17.40% |
| Sharpe Ratio | 1.94 | 1.05 | 2.00 | 0.55 | 0.43 |
| Bester Monat | +5.28% | +3.20% | +6.03% | +7.83% | +13.01% |
| Schlechtester Monat | -0.84% | -0.84% | -2.88% | -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 | 38.7900 | +25.82% | +39.83% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 175.3500 | +25.01% | +36.80% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 27.9900 | +26.48% | +21.70% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 296.9000 | +23.75% | +36.64% | |
| JPMorgan Funds - Europe Equity P... | ausschüttend | 139.2800 | +19.78% | +34.79% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 185.5900 | +24.83% | +36.75% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 372.5700 | +24.78% | +36.66% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 368.0600 | +25.41% | +43.49% | |
| JPMorgan Funds - Europe Equity P... | ausschüttend | 174.4400 | +24.81% | +36.48% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 195.8200 | +25.02% | +36.35% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 268.7400 | +28.19% | +27.60% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 27.9700 | +24.20% | +34.41% | |
| JPMorgan Funds - Europe Equity P... | ausschüttend | 21.9700 | +24.17% | +34.27% | |
| JPMorgan Funds - Europe Equity P... | ausschüttend | 18.2300 | +19.22% | +32.20% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 23.7400 | +23.26% | +30.65% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 32.8900 | +27.53% | +25.25% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 343.7600 | +25.08% | +41.11% |
Performance
| lfd. Jahr | +19.50% | ||
|---|---|---|---|
| 6 Monate | +7.84% | ||
| 1 Jahr | +24.78% | ||
| 3 Jahre | +36.66% | ||
| 5 Jahre | +66.13% | ||
| 10 Jahre | +139.86% | ||
| seit Beginn | +272.57% | ||
| 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% | ||
