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JPMorgan Funds - US Sustainable Equity Fund A (acc) - USD/  LU2363199030  /

Fonds
NAV01.10.2024 Diff.-0,5100 Ertragstyp Ausrichtung Fondsgesellschaft
130,9500USD -0,39% thesaurierend Aktien Branchenmix JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2021 - - - - - - - 2,61 -3,52 5,26 1,65 3,11 -
2022 -8,23 -1,80 4,76 -8,12 -4,38 -8,51 10,29 -2,75 -8,35 4,57 2,95 -3,88 -22,81%
2023 5,92 -1,08 2,23 0,75 2,33 5,58 3,30 -0,90 -4,42 -3,79 10,51 5,80 +28,35%
2024 2,83 4,08 3,06 -2,54 3,08 5,72 0,50 1,74 1,60 -0,39 - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 13,23% 14,05% 12,83% 18,03% -%
Sharpe Ratio 1,97 1,50 2,69 0,39 -
Bester Monat +5,80% +5,72% +10,51% +10,51% -
Schlechtester Monat -2,54% -2,54% -3,79% -8,51% -
Maximaler Verlust -8,12% -8,12% -8,12% -28,90% -
Outperformance - - - - -
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Funds - US Sustainable ... thesaurierend 135,8000 +39,20% +39,24%
JPMorgan Funds - US Sustainable ... thesaurierend 136,1100 +39,23% +39,56%
JPMorgan Funds - US Sustainable ... thesaurierend 136,9600 +39,56% +40,33%
JPMorgan Funds - US Sustainable ... thesaurierend 143,6400 +39,92% -
JPMorgan Funds - US Sustainable ... ausschüttend 149,3400 +32,58% -
JPMorgan Funds - US Sustainable ... thesaurierend 116,5000 +34,20% +22,25%
JPMorgan Funds - US Sustainable ... thesaurierend 127,9100 +36,61% +31,57%
JPMorgan Funds - US Sustainable ... thesaurierend 116,5000 +34,20% +22,25%
JPMorgan Funds - US Sustainable ... thesaurierend 127,7600 +36,54% +31,41%
JPMorgan Funds - US Sustainable ... thesaurierend 135,7900 +39,20% +39,23%
JPMorgan Funds - US Sustainable ... thesaurierend 123,7900 +36,75% -
JPMorgan Funds - US Sustainable ... ausschüttend 134,7900 +39,13% +38,75%
JPMorgan Funds - US Sustainable ... thesaurierend 135,6500 +39,14% +39,07%
JPMorgan Funds - US Sustainable ... thesaurierend 123,3600 +36,70% +29,21%
JPMorgan Funds - US Sustainable ... thesaurierend 130,9500 +37,65% +34,53%
JPMorgan Funds - US Sustainable ... ausschüttend 130,8700 +37,55% +34,47%
JPMorgan Funds - US Sustainable ... thesaurierend 119,2100 +35,20% +25,01%

Performance

lfd. Jahr  
+21,23%
6 Monate  
+11,48%
1 Jahr  
+37,65%
3 Jahre  
+34,53%
5 Jahre     -
10 Jahre     -
seit Beginn  
+30,95%
Jahr
2023  
+28,35%
2022
  -22,81%