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JPMorgan Funds - US Growth Fund I (acc) - USD/  LU0248059726  /

Fonds
NAV03.10.2024 Diff.+3,1500 Ertragstyp Ausrichtung Fondsgesellschaft
571,3400USD +0,55% thesaurierend Aktien Branchenmix JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2013 - - - - - - - - - - 3,38 2,51 -
2014 -1,68 6,85 -5,51 -2,84 4,98 1,58 1,12 3,55 -1,19 3,42 1,89 0,50 +12,69%
2015 -0,65 6,16 -1,37 0,99 2,16 -1,54 4,71 -5,90 -5,79 8,92 1,21 -0,70 +7,38%
2016 -10,89 -0,20 4,80 -1,45 3,08 -3,26 5,82 -0,25 0,85 -0,89 1,45 -0,57 -2,53%
2017 4,98 3,76 1,98 2,99 5,23 0,00 3,06 0,73 0,83 5,53 1,81 1,60 +37,59%
2018 9,44 -0,07 -6,44 4,17 4,55 1,52 0,13 7,27 1,10 -10,33 -1,35 -8,26 -0,29%
2019 10,70 5,65 1,83 4,53 -4,09 7,05 3,58 -0,12 -4,49 1,21 5,98 2,38 +38,68%
2020 5,17 -9,45 -6,91 18,68 6,72 5,90 11,16 9,58 -3,25 -4,56 11,16 4,75 +55,75%
2021 2,05 -0,62 -0,75 6,90 -1,85 3,44 3,26 2,99 -4,26 4,57 3,24 -0,69 +19,26%
2022 -11,59 -2,47 5,01 -9,13 -4,06 -8,79 10,84 -1,53 -7,35 4,66 1,30 -4,26 -26,10%
2023 5,54 -0,86 3,88 0,32 6,67 6,48 3,63 -0,54 -5,18 -4,17 12,10 4,71 +36,14%
2024 4,64 7,39 2,81 -3,24 3,18 8,21 -4,51 3,24 1,89 -0,22 - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 19,54% 20,48% 18,34% 20,89% 22,51%
Sharpe Ratio 1,60 0,73 2,11 0,37 0,80
Bester Monat +8,21% +8,21% +12,10% +12,10% +18,68%
Schlechtester Monat -4,51% -4,51% -4,51% -11,59% -11,59%
Maximaler Verlust -14,04% -14,04% -14,04% -31,63% -32,38%
Outperformance -4,49% - -3,60% +60,18% +149,22%
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Funds - US Growth Fund ... thesaurierend 94.533,0000 +39,06% +80,68%
JPMorgan Funds - US Growth Fund ... ausschüttend 434,6200 +30,71% +41,95%
JPMorgan Funds - US Growth Fund ... ausschüttend 570,0300 +41,94% +36,63%
JPMorgan Funds - US Growth Fund ... thesaurierend 101,4800 +42,79% +39,15%
JPMorgan Funds - US Growth Fund ... thesaurierend 323,1500 +42,08% +37,08%
JPMorgan Funds - US Growth Fund ... thesaurierend 12.313,0000 +34,61% +19,89%
JPMorgan Funds - US Growth Fund ... thesaurierend 110,4600 - -
JPMorgan Funds - US Growth Fund ... ausschüttend 46,3900 +29,36% +37,60%
JPMorgan Funds - US Growth Fund ... ausschüttend 584,4500 +30,66% +41,78%
JPMorgan Funds - US Growth Fund ... thesaurierend 359,8700 +37,21% +20,71%
JPMorgan Funds - US Growth Fund ... thesaurierend 571,3400 +41,94% +36,63%
JPMorgan Funds - US Growth Fund ... thesaurierend 137,1400 +34,64% -
JPMorgan Funds - US Growth Fund ... thesaurierend 38,6200 +38,22% +23,35%
JPMorgan Funds - US Growth Fund ... thesaurierend 84,0000 +41,89% +36,50%
JPMorgan Funds - US Growth Fund ... thesaurierend 33,8700 +37,18% +20,62%
JPMorgan Funds - US Growth Fund ... thesaurierend 57,3900 +39,53% +26,88%
JPMorgan Funds - US Growth Fund ... ausschüttend 716,7600 +41,88% +36,46%
JPMorgan Funds - US Growth Fund ... ausschüttend 138,9600 +42,84% -
JPMorgan Funds - US Growth Fund ... thesaurierend 80,7500 +40,58% +32,79%
JPMorgan Funds - US Growth Fund ... ausschüttend 42,3600 +40,53% +32,62%
JPMorgan Funds - US Growth Fund ... thesaurierend 36,2000 +39,50% +29,80%

Performance

lfd. Jahr  
+25,08%
6 Monate  
+8,78%
1 Jahr  
+41,94%
3 Jahre  
+36,63%
5 Jahre  
+163,21%
10 Jahre  
+395,14%
seit Beginn  
+471,34%
Jahr
2023  
+36,14%
2022
  -26,10%
2021  
+19,26%
2020  
+55,75%
2019  
+38,68%
2018
  -0,29%
2017  
+37,59%
2016
  -2,53%
2015  
+7,38%