JPMorgan Funds - US Sustainable Equity Fund C (acc) - USD/ LU2363199386 /
| NAV23.08.2024 | Diff.-0.6900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 133.2600USD | -0.52% | thesaurierend | Aktien Branchenmix | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | - | 2.72 | -3.44 | 5.38 | 1.73 | 3.21 | - |
| 2022 | -8.13 | -1.71 | 4.88 | -8.03 | -4.29 | -8.42 | 10.37 | -2.65 | -8.26 | 4.67 | 3.04 | -3.79 | -21.92% |
| 2023 | 6.02 | -1.00 | 2.34 | 0.83 | 2.43 | 5.68 | 3.41 | -0.81 | -4.34 | -3.71 | 10.62 | 5.90 | +29.75% |
| 2024 | 2.93 | 4.17 | 3.15 | -2.44 | 3.18 | 5.80 | 0.60 | 1.33 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 13.69% | 14.32% | 13.12% | 18.00% | -% |
| Sharpe Ratio | 2.15 | 1.47 | 2.26 | 0.33 | - |
| Bester Monat | +5.90% | +5.80% | +10.62% | +10.62% | - |
| Schlechtester Monat | -2.44% | -2.44% | -4.34% | -8.42% | - |
| Maximaler Verlust | -8.06% | -8.06% | -8.70% | -28.25% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in USD
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 | +20.06% | ||
|---|---|---|---|
| 6 Monate | +11.61% | ||
| 1 Jahr | +33.13% | ||
| 3 Jahre | +31.21% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +33.26% | ||
| Jahr | |||
| 2023 | +29.75% | ||
| 2022 | -21.92% | ||
