JPMorgan Investment Funds - Global Core Equity Fund C2 (acc) - USD/ LU2582001280 /
| NAV01/11/2024 | Chg.+0.9600 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 133.3500USD | +0.73% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | - | - | - | - | 3.20 | -1.67 | -3.18 | -2.20 | 9.10 | 5.66 | - |
| 2024 | 2.39 | 4.70 | 3.69 | -2.27 | 3.37 | 2.92 | -0.02 | 2.66 | 0.67 | -1.33 | 0.73 | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 11.96% | 12.36% | 11.79% | -% | -% |
| Ratio de Sharpe | 1.65 | 1.55 | 2.78 | - | - |
| Le meilleur mois | +5.66% | +3.37% | +9.10% | - | - |
| Le plus défavorable mois | -2.27% | -1.33% | -2.27% | - | - |
| Perte maximale | -8.12% | -8.12% | -8.12% | - | - |
| Surperformance | - | - | - | - | - |
Toutes les cotations dans USD
Tranches
| Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
|---|---|---|---|---|---|
| JPMorgan Investment Funds - Glob... | reinvestment | 13.2200 | +33.27% | - | |
| JPMorgan Investment Funds - Glob... | reinvestment | 13.1500 | +32.96% | - | |
| JPMorgan Investment Funds - Glob... | reinvestment | 127.5200 | +30.20% | - | |
| JPMorgan Investment Funds - Glob... | paying dividend | 133.0400 | +32.03% | - | |
| JPMorgan Investment Funds - Glob... | paying dividend | 131.1800 | +33.38% | - | |
| JPMorgan Investment Funds - Glob... | paying dividend | 130.1600 | +27.22% | - | |
| JPMorgan Investment Funds - Glob... | paying dividend | 133.0700 | +35.79% | - | |
| JPMorgan Investment Funds - Glob... | reinvestment | 133.5500 | +32.20% | - | |
| JPMorgan Investment Funds - Glob... | reinvestment | 133.7900 | +36.12% | - | |
| JPMorgan Investment Funds - Glob... | paying dividend | 133.0200 | +32.20% | - | |
| JPMorgan Investment Funds - Glob... | paying dividend | 131.3500 | +33.62% | - | |
| JPMorgan Investment Funds - Glob... | paying dividend | 130.2500 | +27.35% | - | |
| JPMorgan Investment Funds - Glob... | paying dividend | 133.5600 | +36.06% | - | |
| JPMorgan Investment Funds - Glob... | reinvestment | 133.0700 | +31.90% | - | |
| JPMorgan Investment Funds - Glob... | reinvestment | 133.1700 | +35.65% | - | |
| JPMorgan Investment Funds - Glob... | paying dividend | 133.0900 | +35.65% | - | |
| JPMorgan Investment Funds - Glob... | reinvestment | 133.2400 | +32.04% | - | |
| JPMorgan Investment Funds - Glob... | reinvestment | 131.5300 | +33.38% | - | |
| JPMorgan Investment Funds - Glob... | reinvestment | 133.3500 | +35.79% | - |
Performance
| CAD | +18.69% | ||
|---|---|---|---|
| 6 Mois | +10.63% | ||
| 1 An | +35.79% | ||
| 3 Ans | - | ||
| 5 Ans | - | ||
| 10 ans | - | ||
| Depuis le début | +33.35% | ||
| Année | |||
