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JPMorgan Funds - Pacific Equity Fund - JPM Pacific Equity C (acc) - EUR/  LU0822047683  /

Fonds
NAV24.07.2024 Diff.-0,2000 Ertragstyp Ausrichtung Fondsgesellschaft
153,2300EUR -0,13% thesaurierend Aktien Asien/Pazifik JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2017 - - - - - - 1,38 0,45 1,09 6,37 0,17 -0,09 -
2018 1,62 -1,14 -2,14 0,91 6,68 -3,60 -0,36 1,26 -0,31 -8,78 5,18 -6,47 -7,93%
2019 6,44 2,73 3,66 2,74 -4,55 3,65 2,49 -0,85 3,56 2,40 2,38 3,83 +31,98%
2020 -1,51 -5,26 -10,56 10,80 -0,31 7,24 0,75 5,39 1,57 2,56 5,66 4,45 +20,67%
2021 2,97 0,70 1,63 -1,49 1,82 3,19 -4,75 3,83 0,79 -0,15 -1,09 0,74 +8,18%
2022 -5,43 -3,88 -1,54 -2,49 -1,08 -4,13 5,82 -0,04 -10,53 -4,32 11,20 -2,03 -18,35%
2023 6,53 -4,46 0,89 -3,21 1,82 -0,15 1,32 -4,39 -1,93 -3,56 4,42 2,31 -1,10%
2024 -0,29 3,95 3,61 -1,74 0,66 6,30 -0,71 - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 12,51% 12,43% 12,94% 15,23% 17,04%
Sharpe Ratio 1,52 1,79 0,57 -0,39 0,11
Bester Monat +6,30% +6,30% +6,30% +11,20% +11,20%
Schlechtester Monat -1,74% -1,74% -4,39% -10,53% -10,56%
Maximaler Verlust -5,34% -5,34% -10,18% -29,89% -29,89%
Outperformance -0,96% - +1,64% - -
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Funds - Pacific Equity ... ausschüttend 32,4200 +6,96% -10,63%
JPMorgan Funds - Pacific Equity ... thesaurierend 27,1300 +7,06% -18,09%
JPMorgan Funds - Pacific Equity ... thesaurierend 16,6200 +9,34% -11,08%
JPMorgan Funds - Pacific Equity ... thesaurierend 251,8400 +9,61% -12,15%
JPMorgan Funds - Pacific Equity ... ausschüttend 114,6200 +11,11% -6,59%
JPMorgan Funds - Pacific Equity ... thesaurierend 144,0100 +11,27% -6,18%
JPMorgan Funds - Pacific Equity ... thesaurierend 180,6300 +8,78% -14,12%
JPMorgan Funds - Pacific Equity ... thesaurierend 108,3100 +8,95% -13,72%
JPMorgan Funds - Pacific Equity ... thesaurierend 34,2400 +8,73% -14,23%
JPMorgan Funds - Pacific Equity ... ausschüttend 206,5100 +8,74% -14,22%
JPMorgan Funds - Pacific Equity ... thesaurierend 153,2300 +11,06% -6,71%
JPMorgan Funds - Pacific Equity ... thesaurierend 29,1600 +7,88% -16,23%
JPMorgan Funds - Pacific Equity ... thesaurierend 23,9600 +10,21% -8,86%
JPMorgan Funds - Pacific Equity ... ausschüttend 132,0200 +7,90% -16,18%

Performance

lfd. Jahr  
+12,10%
6 Monate  
+12,18%
1 Jahr  
+11,06%
3 Jahre
  -6,71%
5 Jahre  
+30,72%
10 Jahre     -
seit Beginn  
+53,23%
Jahr
2023
  -1,10%
2022
  -18,35%
2021  
+8,18%
2020  
+20,67%
2019  
+31,98%
2018
  -7,93%