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JPMorgan Funds - US Sustainable Equity Fund C (acc) - USD/  LU2363199386  /

Fonds
NAV23.08.2024 Diff.-0,6900 Ertragstyp Ausrichtung Fondsgesellschaft
133,2600USD -0,52% thesaurierend Aktien Branchenmix JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz 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%