JPMorgan Funds - Europe Equity Plus Fund I (perf) (acc) - EUR/ LU0289214891 /
| NAV08.11.2024 | Diff.-1.5000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 179.8800EUR | -0.83% | thesaurierend | Alternative Investments Europa | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | -4.22 | 3.62 | -7.17 | -2.90 | 7.17 | 3.55 | -3.13 | - |
| 2016 | -7.65 | -2.92 | 1.29 | 1.42 | 3.81 | -8.50 | 4.64 | 1.36 | 0.28 | 0.52 | 1.65 | 4.67 | -0.51% |
| 2017 | 0.62 | 1.83 | 3.27 | 2.65 | 0.81 | -1.89 | 0.14 | -0.55 | 2.91 | 3.23 | -2.49 | 0.68 | +11.57% |
| 2018 | 1.87 | -3.10 | -2.48 | 3.85 | 0.92 | -1.99 | 2.53 | -2.39 | 1.18 | -5.99 | -3.72 | -4.37 | -13.31% |
| 2019 | 7.87 | 4.05 | 2.26 | 1.48 | -3.86 | 3.99 | 0.05 | -1.44 | 3.64 | 1.15 | 2.72 | 1.29 | +25.26% |
| 2020 | -0.69 | -10.57 | -17.50 | 10.74 | 2.22 | 2.84 | -0.21 | 1.25 | -0.26 | -6.97 | 13.01 | 2.34 | -7.52% |
| 2021 | -0.37 | 3.45 | 8.90 | 2.12 | 3.45 | 0.87 | 1.99 | 1.15 | -2.56 | 5.71 | -1.45 | 7.26 | +34.33% |
| 2022 | -2.01 | -5.10 | 2.84 | 0.03 | -1.96 | -8.08 | 7.83 | -3.60 | -5.54 | 6.49 | 5.58 | -2.78 | -7.46% |
| 2023 | 4.93 | 2.83 | -1.57 | 0.88 | -2.07 | 4.09 | 0.05 | -0.92 | 0.69 | -2.88 | 6.04 | 2.04 | +14.54% |
| 2024 | 3.74 | 3.16 | 5.28 | -0.14 | 3.20 | -0.33 | -0.35 | 2.07 | -0.84 | -1.66 | 0.92 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11.44% | 12.33% | 10.89% | 14.16% | 17.44% |
| Sharpe Ratio | 1.38 | 0.03 | 1.84 | 0.37 | 0.37 |
| Bester Monat | +5.28% | +3.20% | +6.04% | +7.83% | +13.01% |
| Schlechtester Monat | -1.66% | -1.66% | -1.66% | -8.08% | -17.50% |
| Maximaler Verlust | -8.68% | -8.68% | -8.68% | -17.24% | -40.06% |
| Outperformance | +3.79% | - | -2.38% | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPMorgan Funds - Europe Equity P... | thesaurierend | 37.6100 | +23.96% | +29.73% | |
| JPMorgan Funds - Europe Equity P... | ausschüttend | 134.5400 | +17.35% | +23.34% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 169.9800 | +23.23% | +26.98% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 26.9000 | +22.22% | +12.36% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 288.2300 | +21.97% | +27.11% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 361.1000 | +23.00% | +26.84% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 357.5200 | +23.50% | +33.43% | |
| JPMorgan Funds - Europe Equity P... | ausschüttend | 169.0700 | +23.01% | +26.67% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 189.8500 | +23.43% | +26.61% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 179.8800 | +23.04% | +26.93% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 258.4500 | +23.71% | +17.78% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 27.1000 | +22.57% | +24.77% | |
| JPMorgan Funds - Europe Equity P... | ausschüttend | 21.2900 | +22.59% | +24.64% | |
| JPMorgan Funds - Europe Equity P... | ausschüttend | 17.6100 | +16.98% | +21.06% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 23.0000 | +21.69% | +21.37% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 31.6200 | +23.23% | +15.61% | |
| JPMorgan Funds - Europe Equity P... | thesaurierend | 333.9500 | +23.27% | +31.28% |
Performance
| lfd. Jahr | +15.84% | ||
|---|---|---|---|
| 6 Monate | +1.70% | ||
| 1 Jahr | +23.04% | ||
| 3 Jahre | +26.93% | ||
| 5 Jahre | +57.33% | ||
| 10 Jahre | - | ||
| seit Beginn | +79.88% | ||
| Jahr | |||
| 2023 | +14.54% | ||
| 2022 | -7.46% | ||
| 2021 | +34.33% | ||
| 2020 | -7.52% | ||
| 2019 | +25.26% | ||
| 2018 | -13.31% | ||
| 2017 | +11.57% | ||
| 2016 | -0.51% | ||
