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JPMorgan Funds - Pacific Equity Fund - JPM Pacific Equity I (acc) - USD/  LU0248057431  /

Fonds
NAV25.07.2024 Diff.-5,2800 Ertragstyp Ausrichtung Fondsgesellschaft
175,3500USD -2,92% thesaurierend Aktien Asien/Pazifik JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2015 - - - - - -2,79 -2,21 -7,86 -3,00 8,46 0,87 0,26 -
2016 -8,56 -1,87 9,10 0,83 0,54 2,04 5,72 2,48 2,69 -0,88 -4,33 -0,96 +5,82%
2017 5,91 1,90 2,66 3,51 4,86 1,77 4,30 1,34 0,60 4,96 2,45 0,66 +40,89%
2018 5,57 -3,13 -1,21 -1,06 2,85 -3,65 0,19 0,66 -0,79 -10,83 5,35 -5,52 -12,03%
2019 6,66 1,90 2,25 2,72 -5,13 5,75 0,32 -1,71 2,22 4,67 1,07 5,77 +29,17%
2020 -2,77 -6,08 -10,66 9,84 2,09 8,10 6,28 6,29 -0,38 2,40 8,54 7,07 +32,46%
2021 1,72 0,53 -1,64 1,37 2,92 0,40 -4,71 3,33 -1,22 0,15 -3,14 0,35 -0,24%
2022 -6,64 -3,59 -2,67 -7,40 0,59 -6,77 3,24 -1,58 -12,58 -3,21 16,81 0,82 -22,97%
2023 8,12 -6,32 3,33 -2,30 -1,12 2,12 2,45 -6,03 -4,37 -3,34 7,43 3,82 +2,47%
2024 -1,98 3,64 3,14 -2,58 2,18 4,65 -2,21 - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 13,50% 13,32% 13,75% 16,72% 17,92%
Sharpe Ratio 0,64 0,99 0,04 -0,57 0,03
Bester Monat +4,65% +4,65% +7,43% +16,81% +16,81%
Schlechtester Monat -2,58% -2,58% -6,03% -12,58% -12,58%
Maximaler Verlust -7,20% -7,20% -13,76% -39,83% -42,14%
Outperformance -1,44% - +1,24% - -
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Funds - Pacific Equity ... ausschüttend 31,6000 +2,87% -12,89%
JPMorgan Funds - Pacific Equity ... thesaurierend 26,3300 +2,61% -20,50%
JPMorgan Funds - Pacific Equity ... thesaurierend 16,1600 +4,46% -13,54%
JPMorgan Funds - Pacific Equity ... thesaurierend 244,4900 +5,04% -14,71%
JPMorgan Funds - Pacific Equity ... ausschüttend 111,4400 +6,13% -9,18%
JPMorgan Funds - Pacific Equity ... thesaurierend 140,0100 +6,29% -8,78%
JPMorgan Funds - Pacific Equity ... thesaurierend 175,3500 +4,24% -16,64%
JPMorgan Funds - Pacific Equity ... thesaurierend 105,1500 +4,41% -16,24%
JPMorgan Funds - Pacific Equity ... thesaurierend 33,2400 +4,20% -16,73%
JPMorgan Funds - Pacific Equity ... ausschüttend 200,4800 +4,21% -16,73%
JPMorgan Funds - Pacific Equity ... thesaurierend 148,9800 +6,08% -9,30%
JPMorgan Funds - Pacific Equity ... thesaurierend 28,3000 +3,36% -18,70%
JPMorgan Funds - Pacific Equity ... thesaurierend 23,2900 +5,24% -11,41%
JPMorgan Funds - Pacific Equity ... ausschüttend 128,1600 +3,41% -18,63%

Performance

lfd. Jahr  
+6,73%
6 Monate  
+8,11%
1 Jahr  
+4,24%
3 Jahre
  -16,64%
5 Jahre  
+23,41%
10 Jahre     -
seit Beginn  
+75,35%
Jahr
2023  
+2,47%
2022
  -22,97%
2021
  -0,24%
2020  
+32,46%
2019  
+29,17%
2018
  -12,03%
2017  
+40,89%
2016  
+5,82%