JPMorgan Funds - Europe Equity Plus Fund C (perf) (acc) - USD (hedged)/ LU1046624042 /
| NAV30.07.2024 | Diff.+1.2300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 356.0300USD | +0.35% | thesaurierend | Alternative Investments Europa | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | -0.60 | 2.17 | -0.19 | -1.39 | 1.28 | 0.80 | -0.31 | 3.40 | -1.30 | - |
| 2015 | 5.07 | 5.03 | 2.81 | -0.72 | 2.41 | -4.48 | 3.93 | -6.29 | -2.51 | 6.28 | 2.83 | -1.84 | +12.22% |
| 2016 | -6.38 | -2.56 | 1.70 | 1.00 | 3.29 | -6.38 | 5.40 | 1.71 | 0.73 | 1.88 | -0.04 | 4.64 | +4.26% |
| 2017 | 0.84 | 1.65 | 3.65 | 2.65 | 2.09 | -1.50 | 1.27 | 0.42 | 1.97 | 3.40 | -2.02 | 1.04 | +16.44% |
| 2018 | 1.59 | -2.84 | -2.09 | 4.34 | 0.38 | -1.36 | 2.89 | -2.18 | 1.06 | -5.83 | -3.38 | -3.77 | -11.10% |
| 2019 | 7.43 | 3.55 | 2.49 | 2.05 | -3.12 | 4.38 | 0.68 | -1.51 | 3.12 | 0.96 | 2.47 | 1.30 | +26.09% |
| 2020 | -0.98 | -10.08 | -17.13 | 10.15 | 3.35 | 3.07 | -0.66 | 1.18 | 0.37 | -7.36 | 13.15 | 2.59 | -6.09% |
| 2021 | -0.85 | 3.40 | 8.44 | 2.58 | 3.25 | 0.83 | 1.63 | 1.37 | -2.39 | 4.84 | -1.18 | 6.87 | +32.17% |
| 2022 | -1.84 | -5.13 | 2.84 | 0.10 | -1.34 | -7.94 | 6.80 | -2.40 | -4.86 | 6.85 | 6.00 | -1.97 | -4.13% |
| 2023 | 5.37 | 2.70 | -1.23 | 0.92 | -2.35 | 4.34 | -0.28 | -0.71 | 1.23 | -2.36 | 5.68 | 1.52 | +15.40% |
| 2024 | 3.73 | 3.70 | 5.86 | 0.18 | 3.13 | -0.63 | -0.26 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10.05% | 10.34% | 9.70% | 13.82% | 16.94% |
| Sharpe Ratio | 2.68 | 2.26 | 1.97 | 0.62 | 0.45 |
| Bester Monat | +5.86% | +5.86% | +5.86% | +6.87% | +13.15% |
| Schlechtester Monat | -0.63% | -0.63% | -2.36% | -7.94% | -17.13% |
| Maximaler Verlust | -3.48% | -3.48% | -4.11% | -15.78% | -38.30% |
| Outperformance | +6.58% | - | -7.04% | +5.16% | +15.77% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPMorgan Funds - Europe Equity P... | thesaurierend | 27.0300 | +17.01% | +16.66% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 288.1200 | +21.07% | +34.46% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 37.3600 | +21.77% | +37.61% | |
| JPMorgan Funds - Europe Equity P... | ausschüttend | 137.8400 | +18.49% | +32.97% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 169.1200 | +21.07% | +34.66% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 179.0600 | +20.88% | +34.61% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 359.4900 | +20.87% | +34.52% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 356.0300 | +22.73% | +41.30% | |
| JPMorgan Funds - Europe Equity P... | ausschüttend | 171.4000 | +20.78% | +34.34% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 188.9300 | +21.33% | +34.11% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 258.6600 | +18.36% | +22.37% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 27.0200 | +20.57% | +32.26% | |
| JPMorgan Funds - Europe Equity P... | ausschüttend | 21.5000 | +20.60% | +32.12% | |
| JPMorgan Funds - Europe Equity P... | ausschüttend | 18.0200 | +18.18% | +30.44% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 22.9800 | +19.63% | +28.60% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 31.7100 | +18.06% | +20.11% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 332.8400 | +22.37% | +38.87% |
Performance
| lfd. Jahr | +16.58% | ||
|---|---|---|---|
| 6 Monate | +12.66% | ||
| 1 Jahr | +22.73% | ||
| 3 Jahre | +41.30% | ||
| 5 Jahre | +70.64% | ||
| 10 Jahre | +150.53% | ||
| seit Beginn | +158.16% | ||
| Jahr | |||
| 2023 | +15.40% | ||
| 2022 | -4.13% | ||
| 2021 | +32.17% | ||
| 2020 | -6.09% | ||
| 2019 | +26.09% | ||
| 2018 | -11.10% | ||
| 2017 | +16.44% | ||
| 2016 | +4.26% | ||
| 2015 | +12.22% | ||
