JPMorgan Funds - US Growth Fund X (acc) - USD/ LU0143839131 /

NAV07.11.2024	Diff.+2,0900	Ertragstyp	Ausrichtung	Fondsgesellschaft
107,1000USD	+1,99%	thesaurierend	Aktien Branchenmix	JPMorgan AM (EU) ▶

Monatliche Performance

	Jän	Feb	Mär	Apr	Mai	Jun	Jul	Aug	Sep	Okt	Nov	Dez	Gesamt
2005	-	-	-	-	-	-	-	-	-	-3,20	5,48	0,69	-
2006	4,28	1,03	0,65	-0,37	-4,88	1,65	-2,19	1,17	3,27	3,54	1,62	1,68	+11,67%
2007	1,92	-1,37	3,64	4,77	2,95	-1,01	-0,94	-2,37	4,62	1,70	-3,42	1,42	+12,11%
2008	-12,12	2,56	-2,41	5,57	3,43	-5,66	-1,03	-0,09	-15,70	-16,15	-7,85	1,20	-40,95%
2009	-2,11	-10,35	5,10	9,84	1,95	3,82	7,73	2,05	3,68	0,97	2,99	5,18	+33,68%
2010	-4,33	2,67	6,51	2,82	-8,69	-6,61	4,51	-4,41	12,03	3,55	1,48	5,66	+13,98%
2011	0,26	3,88	1,08	2,87	-1,20	0,08	0,16	-4,59	-6,92	12,24	-2,34	-0,41	+3,97%
2012	6,15	6,81	3,44	0,50	-8,10	0,84	0,91	2,56	1,84	-4,91	3,34	-1,62	+11,30%
2013	6,27	-0,56	2,12	1,80	4,42	-4,23	7,34	-1,65	5,73	3,71	3,46	2,55	+34,93%
2014	-1,60	6,91	-5,47	-2,78	5,03	1,63	1,18	3,60	-1,12	3,46	1,95	0,59	+13,50%
2015	-0,63	6,23	-1,29	1,03	2,22	-1,45	4,78	-5,83	-5,73	8,94	1,32	-0,67	+8,14%
2016	-10,86	-0,15	4,86	-1,40	3,18	-3,23	5,89	-0,19	0,88	-0,83	1,48	-0,50	-1,89%
2017	5,05	3,72	2,02	3,06	5,29	0,04	3,12	0,81	0,88	5,59	1,89	1,65	+38,40%
2018	9,49	-0,03	-6,40	4,21	4,60	1,58	0,20	7,33	1,14	-10,27	-1,32	-8,20	+0,30%
2019	10,75	5,71	1,89	4,58	-4,03	7,08	3,64	-0,07	-4,44	1,28	6,03	2,43	+39,54%
2020	5,22	-9,38	-6,86	18,75	6,77	5,96	11,21	9,63	-3,20	-4,51	11,22	4,80	+56,72%
2021	2,10	-0,58	-0,70	6,95	-1,81	3,50	3,31	3,06	-4,22	4,62	3,30	-0,64	+19,99%
2022	-11,54	-2,42	5,05	-9,08	-4,01	-8,75	10,90	-1,48	-7,30	4,71	1,37	-4,22	-25,65%
2023	5,60	-0,80	3,93	0,36	6,72	6,55	3,67	-0,49	-5,13	-4,11	12,15	4,76	+36,97%
2024	4,69	7,45	2,85	-3,19	3,23	8,26	-4,46	3,30	1,94	0,72	4,55	-	-

Kennzahlen und Performance in:

	lfd. Jahr	6 Monate	1 Jahr	3 Jahre	5 Jahre
Volatilität	19,09%	19,01%	18,05%	20,90%	22,51%
Sharpe Ratio	1,91	1,68	2,37	0,34	0,86
Bester Monat	+8,26%	+8,26%	+12,15%	+12,15%	+18,75%
Schlechtester Monat	-4,46%	-4,46%	-4,46%	-11,54%	-11,54%
Maximaler Verlust	-14,01%	-14,01%	-14,01%	-31,25%	-32,33%
Outperformance	-4,27%	-	-4,39%	+67,23%	+163,65%

Alle Kurse in USD

Titel	Ertragstyp	Rückn. Preis	1 Jahr	3 Jahre
JPMorgan Funds - US Growth Fund ...	thesaurierend	103.995,0000	+47,60%	+77,74%
JPMorgan Funds - US Growth Fund ...	ausschüttend	462,6800	+37,31%	+36,83%
JPMorgan Funds - US Growth Fund ...	ausschüttend	601,2500	+45,05%	+31,15%
JPMorgan Funds - US Growth Fund ...	ausschüttend	622,1600	+37,26%	+36,66%
JPMorgan Funds - US Growth Fund ...	thesaurierend	107,1000	+45,91%	+33,56%
JPMorgan Funds - US Growth Fund ...	thesaurierend	340,8900	+45,19%	+31,59%
JPMorgan Funds - US Growth Fund ...	thesaurierend	12.951,0000	+38,00%	+14,71%
JPMorgan Funds - US Growth Fund ...	thesaurierend	118,8900	-	-
JPMorgan Funds - US Growth Fund ...	ausschüttend	49,3400	+35,92%	+32,63%
JPMorgan Funds - US Growth Fund ...	thesaurierend	378,8000	+40,42%	+15,85%
JPMorgan Funds - US Growth Fund ...	thesaurierend	88,5900	+44,99%	+31,01%
JPMorgan Funds - US Growth Fund ...	thesaurierend	60,5100	-	-
JPMorgan Funds - US Growth Fund ...	ausschüttend	755,9900	+44,99%	+30,99%
JPMorgan Funds - US Growth Fund ...	thesaurierend	602,6300	+45,04%	+31,15%
JPMorgan Funds - US Growth Fund ...	thesaurierend	147,6100	+43,28%	-
JPMorgan Funds - US Growth Fund ...	thesaurierend	40,6900	+41,48%	+18,42%
JPMorgan Funds - US Growth Fund ...	thesaurierend	35,6600	+40,39%	+15,82%
JPMorgan Funds - US Growth Fund ...	ausschüttend	146,6500	+45,93%	-
JPMorgan Funds - US Growth Fund ...	thesaurierend	85,1000	+43,68%	+27,47%
JPMorgan Funds - US Growth Fund ...	ausschüttend	44,6400	+43,62%	+27,34%
JPMorgan Funds - US Growth Fund ...	thesaurierend	38,1200	+42,56%	+24,58%