JPMorgan Funds - US Hedged Equity Fund C (acc) - EUR (hedged)/ LU1297691492 /
NAV31.07.2024 | Diff.+0,5700 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
161,2500EUR | +0,35% | thesaurierend | Alternative Investments AI Hedgefonds Single Strategy | JPMorgan AM (EU) ▶ |
Monatliche Performance
Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2017 | 1,23 | 1,54 | 0,56 | 0,70 | 0,27 | 0,59 | 1,13 | 0,22 | 1,07 | 1,14 | 0,63 | 0,28 | +9,78% |
2018 | 1,08 | -0,55 | -4,21 | 1,74 | 0,76 | 1,43 | 1,44 | 0,67 | 0,44 | -4,76 | 0,11 | -1,78 | -3,84% |
2019 | 2,55 | 0,72 | -0,16 | 1,72 | -3,95 | 4,72 | 1,21 | -1,91 | 0,89 | 1,43 | 1,62 | 0,69 | +9,67% |
2020 | 0,59 | -6,11 | -0,53 | 6,34 | 1,73 | 0,98 | 2,15 | 2,49 | -0,10 | -1,52 | 5,17 | 0,95 | +12,21% |
2021 | 0,28 | 0,86 | 3,09 | 2,36 | 0,58 | 0,62 | 1,18 | 0,92 | -0,91 | 1,12 | 0,42 | 0,85 | +11,92% |
2022 | -3,38 | -1,07 | 0,85 | -4,71 | -2,64 | -0,22 | 3,82 | -0,44 | -7,03 | 0,96 | 1,94 | 0,42 | -11,37% |
2023 | 3,21 | 0,08 | 3,01 | 1,06 | 1,17 | 3,17 | 1,80 | -0,09 | -4,28 | -2,53 | 5,63 | 0,97 | +13,58% |
2024 | 2,05 | 2,35 | 0,93 | -1,70 | 1,81 | 4,92 | -0,46 | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 7,11% | 7,33% | 7,52% | 8,37% | 9,46% |
Sharpe Ratio | 2,06 | 1,77 | 0,79 | 0,08 | 0,40 |
Bester Monat | +4,92% | +4,92% | +5,63% | +5,63% | +6,34% |
Schlechtester Monat | -1,70% | -1,70% | -4,28% | -7,03% | -7,03% |
Maximaler Verlust | -3,30% | -3,30% | -7,27% | -16,92% | -19,26% |
Outperformance | +4,76% | - | +6,97% | +23,70% | - |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
JPMorgan Funds - US Hedged Equit... | thesaurierend | 189,0600 | +11,50% | +20,60% | |
JPMorgan Funds - US Hedged Equit... | thesaurierend | 188,6100 | +11,46% | +20,54% | |
JPMorgan Funds - US Hedged Equit... | thesaurierend | 161,2500 | +9,54% | +13,41% | |
JPMorgan Funds - US Hedged Equit... | thesaurierend | 165,4100 | +10,94% | +18,85% | |
JPMorgan Funds - US Hedged Equit... | thesaurierend | 142,8700 | +8,94% | +11,56% |
Performance
lfd. Jahr | +10,18% | ||
---|---|---|---|
6 Monate | +7,97% | ||
1 Jahr | +9,54% | ||
3 Jahre | +13,41% | ||
5 Jahre | +43,05% | ||
10 Jahre | - | ||
seit Beginn | +61,25% | ||
Jahr | |||
2023 | +13,58% | ||
2022 | -11,37% | ||
2021 | +11,92% | ||
2020 | +12,21% | ||
2019 | +9,67% | ||
2018 | -3,84% | ||
2017 | +9,78% |