JPMorgan Funds - US Sustainable Equity Fund C (acc) - EUR (hedged)/ LU2363199469 /
NAV23.08.2024 | Diff.-0.6300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
121.4200EUR | -0.52% | thesaurierend | Aktien Branchenmix | JPMorgan AM (EU) ▶ |
Monatliche Performance
Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2021 | - | - | - | - | - | - | - | - | -3.52 | 5.33 | 1.65 | 3.07 | - |
2022 | -8.24 | -1.78 | 4.72 | -8.28 | -4.54 | -8.87 | 10.31 | -3.08 | -8.69 | 4.32 | 2.61 | -4.02 | -24.47% |
2023 | 5.71 | -1.30 | 2.06 | 0.69 | 2.33 | 5.43 | 3.15 | -0.94 | -4.60 | -3.85 | 10.36 | 5.74 | +26.50% |
2024 | 2.88 | 4.04 | 3.03 | -2.60 | 3.01 | 5.67 | 0.45 | 1.17 | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 13.65% | 14.25% | 13.11% | -% | -% |
Sharpe Ratio | 2.00 | 1.32 | 2.07 | - | - |
Bester Monat | +5.74% | +5.67% | +10.36% | +10.36% | - |
Schlechtester Monat | -2.60% | -2.60% | -4.60% | -8.87% | - |
Maximaler Verlust | -8.01% | -8.01% | -9.07% | - | - |
Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
JPMorgan Funds - US Sustainable ... | thesaurierend | 133.3900 | +33.15% | +31.34% | |
JPMorgan Funds - US Sustainable ... | thesaurierend | 133.6900 | +33.17% | +31.64% | |
JPMorgan Funds - US Sustainable ... | thesaurierend | 134.4900 | +33.50% | +32.39% | |
JPMorgan Funds - US Sustainable ... | thesaurierend | 141.0200 | +33.86% | - | |
JPMorgan Funds - US Sustainable ... | ausschüttend | 146.6900 | +30.10% | - | |
JPMorgan Funds - US Sustainable ... | thesaurierend | 114.9000 | +28.29% | +14.90% | |
JPMorgan Funds - US Sustainable ... | thesaurierend | 125.9000 | +30.68% | +24.13% | |
JPMorgan Funds - US Sustainable ... | thesaurierend | 114.9000 | +28.29% | +14.90% | |
JPMorgan Funds - US Sustainable ... | thesaurierend | 125.7600 | +30.61% | +23.99% | |
JPMorgan Funds - US Sustainable ... | thesaurierend | 133.3900 | +33.18% | +31.34% | |
JPMorgan Funds - US Sustainable ... | thesaurierend | 121.8400 | +30.74% | - | |
JPMorgan Funds - US Sustainable ... | ausschüttend | 132.7200 | +33.10% | +30.90% | |
JPMorgan Funds - US Sustainable ... | thesaurierend | 133.2600 | +33.13% | +31.21% | |
JPMorgan Funds - US Sustainable ... | thesaurierend | 121.4200 | +30.69% | +21.42% | |
JPMorgan Funds - US Sustainable ... | thesaurierend | 128.7800 | +31.68% | +26.89% | |
JPMorgan Funds - US Sustainable ... | ausschüttend | 128.7200 | +31.56% | +26.86% | |
JPMorgan Funds - US Sustainable ... | thesaurierend | 117.4700 | +29.24% | +17.47% |
Performance
lfd. Jahr | +18.82% | ||
---|---|---|---|
6 Monate | +10.60% | ||
1 Jahr | +30.69% | ||
3 Jahre | +21.42% | ||
5 Jahre | - | ||
10 Jahre | - | ||
seit Beginn | +21.42% | ||
Jahr | |||
2023 | +26.50% | ||
2022 | -24.47% |