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JPMorgan Investment Funds - Global Income Sustainable Fund C (acc) - GBP (hedged)/  LU2299134929  /

Fonds
NAV10.10.2024 Diff.+0,1400 Ertragstyp Ausrichtung Fondsgesellschaft
111,1700GBP +0,13% thesaurierend Mischfonds weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2021 - - 2,25 1,75 1,46 0,41 0,88 0,75 -1,28 1,18 -0,86 2,77 -
2022 -3,34 -1,95 0,80 -3,17 -1,43 -6,92 5,07 -2,10 -6,20 2,69 2,90 -0,83 -14,19%
2023 4,22 -1,70 0,22 1,05 -1,56 1,27 1,76 -1,13 -2,31 -2,74 6,05 4,40 +9,48%
2024 0,46 0,23 2,16 -2,01 1,72 1,95 1,66 1,97 1,60 -0,54 - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 5,89% 6,30% 6,21% 7,38% -%
Sharpe Ratio 1,56 2,09 2,54 -0,17 -
Bester Monat +4,40% +1,97% +6,05% +6,05% -
Schlechtester Monat -2,01% -2,01% -2,74% -6,92% -
Maximaler Verlust -3,33% -3,14% -3,33% -19,20% -
Outperformance - - - - -
 
Alle Kurse in GBP

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Investment Funds - Glob... ausschüttend 91,9100 +17,42% +1,97%
JPMorgan Investment Funds - Glob... thesaurierend 107,0500 +17,72% +2,53%
JPMorgan Investment Funds - Glob... thesaurierend 99,7200 +14,02% -3,93%
JPMorgan Investment Funds - Glob... ausschüttend 82,9900 +13,97% -4,04%
JPMorgan Investment Funds - Glob... ausschüttend 93,3400 +19,04% +7,21%
JPMorgan Investment Funds - Glob... ausschüttend 8,9500 +16,10% +2,98%
JPMorgan Investment Funds - Glob... ausschüttend 92,9800 +18,49% +6,81%
JPMorgan Investment Funds - Glob... thesaurierend 102,4900 +14,92% -1,72%
JPMorgan Investment Funds - Glob... thesaurierend 111,1700 +19,04% +6,10%
JPMorgan Investment Funds - Glob... ausschüttend 101,3300 +19,05% +6,18%
JPMorgan Investment Funds - Glob... ausschüttend 85,1600 +14,76% -1,97%
JPMorgan Investment Funds - Glob... ausschüttend 95,4300 +19,81% +9,24%
JPMorgan Investment Funds - Glob... thesaurierend 102,6500 +16,33% -1,02%
JPMorgan Investment Funds - Glob... ausschüttend 88,5900 +16,32% -1,03%
JPMorgan Investment Funds - Glob... thesaurierend 102,6500 +16,33% -1,02%
JPMorgan Investment Funds - Glob... thesaurierend 106,7600 +17,60% +2,25%
JPMorgan Investment Funds - Glob... ausschüttend 92,0600 +17,55% +2,12%
JPMorgan Investment Funds - Glob... thesaurierend 106,6600 +17,54% +2,16%
JPMorgan Investment Funds - Glob... ausschüttend 96,8700 +17,55% +2,15%
JPMorgan Investment Funds - Glob... thesaurierend 114,8500 +19,86% +9,54%
JPMorgan Investment Funds - Glob... ausschüttend 89,7100 +16,73% +0,03%
JPMorgan Investment Funds - Glob... thesaurierend 104,0000 +16,76% +0,06%
JPMorgan Investment Funds - Glob... ausschüttend 93,9900 +16,73% +0,02%
JPMorgan Investment Funds - Glob... thesaurierend 112,0300 +19,03% +7,26%

Performance

lfd. Jahr  
+9,49%
6 Monate  
+7,93%
1 Jahr  
+19,04%
3 Jahre  
+6,10%
5 Jahre     -
10 Jahre     -
seit Beginn  
+11,17%
Jahr
2023  
+9,48%
2022
  -14,19%