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JPMorgan Funds - Europe Equity Plus Fund C (perf) (acc) - USD/  LU0982976267  /

Fonds
NAV31.07.2024 Diff.+0,8700 Ertragstyp Ausrichtung Fondsgesellschaft
259,5300USD +0,34% thesaurierend Alternative Investments Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz 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 - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 13,11% 13,31% 12,86% 17,61% 19,85%
Sharpe Ratio 1,51 1,44 1,18 0,19 0,30
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 -4,63% -4,63% -7,37% -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 27,1200 +17,40% +16,95%
JPMorgan Funds - Europe Equity P... thesaurierend 288,0200 +21,03% +34,26%
JPMorgan Funds - Europe Equity P... thesaurierend 37,3600 +21,77% +37,56%
JPMorgan Funds - Europe Equity P... ausschüttend 138,2900 +18,88% +32,87%
JPMorgan Funds - Europe Equity P... thesaurierend 169,1200 +21,07% +34,59%
JPMorgan Funds - Europe Equity P... thesaurierend 179,0600 +20,88% +34,54%
JPMorgan Funds - Europe Equity P... thesaurierend 359,4800 +20,87% +34,44%
JPMorgan Funds - Europe Equity P... thesaurierend 355,9200 +22,69% +41,08%
JPMorgan Funds - Europe Equity P... ausschüttend 171,4000 +20,78% +34,26%
JPMorgan Funds - Europe Equity P... thesaurierend 188,9200 +21,33% +34,03%
JPMorgan Funds - Europe Equity P... thesaurierend 259,5300 +18,76% +22,65%
JPMorgan Funds - Europe Equity P... thesaurierend 27,0200 +20,57% +32,19%
JPMorgan Funds - Europe Equity P... ausschüttend 21,5000 +20,60% +32,12%
JPMorgan Funds - Europe Equity P... ausschüttend 18,0800 +18,58% +30,33%
JPMorgan Funds - Europe Equity P... thesaurierend 22,9800 +19,63% +28,52%
JPMorgan Funds - Europe Equity P... thesaurierend 31,8100 +18,43% +20,36%
JPMorgan Funds - Europe Equity P... thesaurierend 332,7300 +22,33% +38,66%

Performance

lfd. Jahr  
+12,97%
6 Monate  
+10,77%
1 Jahr  
+18,76%
3 Jahre  
+22,65%
5 Jahre  
+58,59%
10 Jahre  
+79,13%
seit Beginn  
+92,30%
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%