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JPMorgan Funds - US Growth Fund I (acc) - JPY/  LU0900828251  /

Fonds
NAV23.07.2024 Diff.+400,0000 Ertragstyp Ausrichtung Fondsgesellschaft
99.173,0000JPY +0,41% thesaurierend Aktien Branchenmix JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2013 - - - - 8,00 -6,06 6,47 -1,75 5,01 4,32 7,59 5,14 -
2014 -4,14 6,79 -4,54 -3,74 4,46 1,15 2,63 4,67 4,15 5,93 7,52 1,36 +28,38%
2015 -2,16 7,69 -0,87 0,59 5,85 -2,75 5,83 -7,77 -6,64 9,32 3,39 -2,95 +8,10%
2016 -9,92 -7,42 4,29 -5,73 6,73 -10,56 5,79 0,33 -1,22 2,89 9,66 2,18 -5,41%
2017 1,03 3,49 1,61 2,83 4,47 1,34 1,56 0,61 2,93 6,24 0,48 2,11 +32,60%
2018 5,95 -1,74 -7,09 7,13 3,69 3,65 1,18 6,21 3,57 -10,59 -1,00 -11,13 -2,49%
2019 9,33 8,17 1,47 4,92 -6,23 6,01 4,39 -2,36 -2,82 1,37 7,33 1,50 +36,93%
2020 5,30 -9,73 -7,06 16,85 7,70 6,03 9,10 9,99 -3,59 -5,53 10,75 3,55 +47,76%
2021 3,75 0,98 3,24 5,23 -0,94 4,08 2,34 3,01 -2,44 6,58 2,05 1,48 +33,19%
2022 -11,34 -2,57 10,68 -2,73 -5,06 -3,69 9,41 1,88 -3,53 7,75 -5,15 -9,42 -15,36%
2023 3,99 4,38 1,07 2,79 9,70 9,72 2,12 2,14 -3,18 -2,89 9,95 -0,12 +46,19%
2024 8,44 9,47 4,03 0,68 2,72 10,81 -3,72 - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 18,80% 19,04% 18,12% 21,84% 24,06%
Sharpe Ratio 3,76 2,91 2,47 0,88 1,03
Bester Monat +10,81% +10,81% +10,81% +10,81% +16,85%
Schlechtester Monat -3,72% -3,72% -3,72% -11,34% -11,34%
Maximaler Verlust -7,24% -7,24% -8,46% -20,34% -33,19%
Outperformance -2,83% - -3,89% +60,98% +155,37%
 
Alle Kurse in JPY

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Funds - US Growth Fund ... ausschüttend 46,6300 +31,83% +35,67%
JPMorgan Funds - US Growth Fund ... thesaurierend 99.173,0000 +48,34% +85,80%
JPMorgan Funds - US Growth Fund ... ausschüttend 435,9000 +33,20% +39,95%
JPMorgan Funds - US Growth Fund ... ausschüttend 563,1200 +34,15% +31,43%
JPMorgan Funds - US Growth Fund ... ausschüttend 586,2200 +33,15% +39,79%
JPMorgan Funds - US Growth Fund ... thesaurierend 100,1300 +34,96% +33,86%
JPMorgan Funds - US Growth Fund ... thesaurierend 319,1700 +34,28% +31,88%
JPMorgan Funds - US Growth Fund ... thesaurierend 12.254,0000 +26,59% +16,13%
JPMorgan Funds - US Growth Fund ... thesaurierend 357,9000 +29,43% +16,32%
JPMorgan Funds - US Growth Fund ... ausschüttend 140,2600 +38,35% -
JPMorgan Funds - US Growth Fund ... thesaurierend 564,4000 +34,15% +31,43%
JPMorgan Funds - US Growth Fund ... thesaurierend 137,7200 +37,09% -
JPMorgan Funds - US Growth Fund ... thesaurierend 38,3600 +30,43% +18,91%
JPMorgan Funds - US Growth Fund ... thesaurierend 82,9800 +34,10% +31,30%
JPMorgan Funds - US Growth Fund ... thesaurierend 33,6900 +29,43% +16,29%
JPMorgan Funds - US Growth Fund ... thesaurierend 56,8900 +31,63% +22,29%
JPMorgan Funds - US Growth Fund ... ausschüttend 708,1300 +34,09% +31,28%
JPMorgan Funds - US Growth Fund ... thesaurierend 79,9200 +32,87% +27,73%
JPMorgan Funds - US Growth Fund ... ausschüttend 41,9400 +32,85% +27,56%
JPMorgan Funds - US Growth Fund ... thesaurierend 35,8800 +31,86% +24,84%

Performance

lfd. Jahr  
+36,27%
6 Monate  
+26,04%
1 Jahr  
+48,34%
3 Jahre  
+85,80%
5 Jahre  
+248,43%
10 Jahre  
+661,00%
seit Beginn  
+910,01%
Jahr
2023  
+46,19%
2022
  -15,36%
2021  
+33,19%
2020  
+47,76%
2019  
+36,93%
2018
  -2,49%
2017  
+32,60%
2016
  -5,41%
2015  
+8,10%