JPMorgan Investment Funds - Global Core Equity Fund C2 (acc) - EUR/ LU2582001447 /
| NAV31/10/2024 | Diferencia-2.7300 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 132.1700EUR | -2.02% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | - | - | - | - | 2.09 | 0.06 | -0.71 | -2.41 | 6.04 | 4.12 | - |
| 2024 | 4.16 | 5.02 | 4.15 | -1.42 | 1.83 | 4.56 | -1.34 | 0.50 | -0.16 | 1.44 | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 11.70% | 12.73% | 11.18% | -% | -% |
| Índice de Sharpe | 1.85 | 0.87 | 2.64 | - | - |
| El mes mejor | +5.02% | +4.56% | +6.04% | - | - |
| El mes peor | -1.42% | -1.42% | -2.41% | - | - |
| Pérdida máxima | -8.86% | -8.86% | -8.86% | - | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| JPMorgan Investment Funds - Glob... | reinvestment | 13.1300 | +33.44% | - | |
| JPMorgan Investment Funds - Glob... | reinvestment | 13.0500 | +33.03% | - | |
| JPMorgan Investment Funds - Glob... | reinvestment | 126.6200 | +30.31% | - | |
| JPMorgan Investment Funds - Glob... | paying dividend | 131.9800 | +32.59% | - | |
| JPMorgan Investment Funds - Glob... | paying dividend | 130.2300 | +33.51% | - | |
| JPMorgan Investment Funds - Glob... | paying dividend | 130.0500 | +28.00% | - | |
| JPMorgan Investment Funds - Glob... | paying dividend | 132.1100 | +35.82% | - | |
| JPMorgan Investment Funds - Glob... | reinvestment | 132.4800 | +32.76% | - | |
| JPMorgan Investment Funds - Glob... | reinvestment | 132.8200 | +36.14% | - | |
| JPMorgan Investment Funds - Glob... | paying dividend | 131.9600 | +32.77% | - | |
| JPMorgan Investment Funds - Glob... | paying dividend | 130.4000 | +33.74% | - | |
| JPMorgan Investment Funds - Glob... | paying dividend | 130.1500 | +28.15% | - | |
| JPMorgan Investment Funds - Glob... | paying dividend | 132.6000 | +36.09% | - | |
| JPMorgan Investment Funds - Glob... | reinvestment | 132.0000 | +32.45% | - | |
| JPMorgan Investment Funds - Glob... | reinvestment | 132.2100 | +35.70% | - | |
| JPMorgan Investment Funds - Glob... | paying dividend | 132.1400 | +35.70% | - | |
| JPMorgan Investment Funds - Glob... | reinvestment | 132.1700 | +32.58% | - | |
| JPMorgan Investment Funds - Glob... | reinvestment | 130.5700 | +33.49% | - | |
| JPMorgan Investment Funds - Glob... | reinvestment | 132.3900 | +35.84% | - |
Performance
| Año hasta la fecha | +20.09% | ||
|---|---|---|---|
| 6 Meses | +6.92% | ||
| Promedio móvil | +32.58% | ||
| 3 Años | - | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +32.17% | ||
| Año | |||
