JPMorgan Funds - Europe Equity Plus Fund C (perf) (acc) - USD/ LU0982976267 /
| NAV03.09.2024 | Diff.-1.5300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 268.5700USD | -0.57% | thesaurierend | Alternative Investments Europa | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | - | - | - | - | - | - | - | - | - | - | 2.63 | - |
| 2014 | -2.72 | 7.75 | 0.22 | 0.14 | 0.70 | 0.52 | -3.16 | -0.15 | -2.83 | -1.50 | 2.65 | -3.21 | -2.09% |
| 2015 | 0.45 | 4.79 | -1.14 | 3.03 | 1.69 | -2.49 | 2.65 | -6.03 | -3.29 | 5.89 | -0.89 | -0.01 | +4.07% |
| 2016 | -8.34 | -2.45 | 5.98 | 1.75 | 1.35 | -8.85 | 5.05 | 1.20 | 0.86 | -1.90 | -1.52 | 4.17 | -3.88% |
| 2017 | 2.93 | 0.06 | 4.05 | 4.91 | 3.76 | -0.21 | 3.02 | 0.34 | 2.38 | 1.86 | -0.27 | 1.40 | +26.88% |
| 2018 | 5.83 | -5.08 | -1.56 | 1.73 | -2.62 | -2.06 | 3.09 | -2.98 | 0.69 | -8.10 | -3.57 | -3.40 | -17.29% |
| 2019 | 8.10 | 3.19 | 0.86 | 1.46 | -4.44 | 6.08 | -2.06 | -2.31 | 2.30 | 3.38 | 1.40 | 3.18 | +22.50% |
| 2020 | -1.96 | -11.35 | -17.60 | 9.77 | 4.67 | 3.66 | 5.28 | 2.10 | -2.17 | -7.12 | 16.08 | 4.90 | +1.44% |
| 2021 | -1.58 | 3.26 | 5.40 | 5.07 | 4.55 | -1.87 | 2.02 | 0.66 | -4.50 | 6.01 | -3.50 | 6.83 | +23.76% |
| 2022 | -3.22 | -4.87 | 1.65 | -4.99 | -0.32 | -10.62 | 5.20 | -5.06 | -7.71 | 7.73 | 10.89 | 0.03 | -12.75% |
| 2023 | 6.47 | 0.83 | 0.78 | 1.82 | -4.90 | 6.45 | 1.13 | -2.63 | -1.79 | -2.68 | 9.10 | 3.54 | +18.56% |
| 2024 | 1.98 | 2.84 | 4.80 | -0.98 | 4.77 | -1.89 | 0.98 | 4.27 | -0.75 | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 13.70% | 14.58% | 13.08% | 17.77% | 19.89% |
| Sharpe Ratio | 1.66 | 1.34 | 1.81 | 0.25 | 0.38 |
| Bester Monat | +4.80% | +4.80% | +9.10% | +10.89% | +16.08% |
| Schlechtester Monat | -1.89% | -1.89% | -2.68% | -10.62% | -17.60% |
| Maximaler Verlust | -7.96% | -7.96% | -7.96% | -29.96% | -40.88% |
| Outperformance | +1.96% | - | +1.81% | - | - |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPMorgan Funds - Europe Equity P... | thesaurierend | 37.9300 | +24.85% | +38.33% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 171.6200 | +24.16% | +35.36% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 28.0100 | +25.61% | +19.85% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 291.4000 | +23.77% | +34.51% | |
| JPMorgan Funds - Europe Equity P... | ausschüttend | 140.0900 | +22.29% | +32.80% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 181.6800 | +23.97% | +35.31% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 364.7400 | +23.96% | +35.21% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 360.7000 | +25.46% | +41.35% | |
| JPMorgan Funds - Europe Equity P... | ausschüttend | 173.9000 | +23.86% | +35.03% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 191.6300 | +24.44% | +34.80% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 268.5700 | +27.06% | +25.77% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 27.4000 | +23.70% | +32.95% | |
| JPMorgan Funds - Europe Equity P... | ausschüttend | 21.8000 | +23.65% | +32.86% | |
| JPMorgan Funds - Europe Equity P... | ausschüttend | 18.3000 | +21.91% | +30.29% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 23.2800 | +22.72% | +29.26% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 32.9000 | +26.73% | +23.45% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 336.9800 | +25.09% | +38.93% |
Performance
| lfd. Jahr | +16.90% | ||
|---|---|---|---|
| 6 Monate | +10.95% | ||
| 1 Jahr | +27.06% | ||
| 3 Jahre | +25.77% | ||
| 5 Jahre | +69.12% | ||
| 10 Jahre | +83.74% | ||
| seit Beginn | +99.00% | ||
| Jahr | |||
| 2023 | +18.56% | ||
| 2022 | -12.75% | ||
| 2021 | +23.76% | ||
| 2020 | +1.44% | ||
| 2019 | +22.50% | ||
| 2018 | -17.29% | ||
| 2017 | +26.88% | ||
| 2016 | -3.88% | ||
| 2015 | +4.07% | ||
