JPMorgan Investment Funds - Global Income Sustainable Fund C (acc) - USD (hedged)/ LU2279690593 /
| NAV09.07.2024 | Diff.-0.2300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 110.2500USD | -0.21% | thesaurierend | Mischfonds weltweit | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | 2.23 | 1.77 | 1.46 | 0.42 | 0.88 | 0.76 | -1.24 | 1.16 | -0.90 | 2.85 | - |
| 2022 | -3.31 | -1.97 | 0.90 | -3.14 | -1.12 | -6.91 | 5.24 | -1.84 | -5.79 | 2.85 | 3.09 | -0.58 | -12.54% |
| 2023 | 4.23 | -1.59 | 0.34 | 1.13 | -1.49 | 1.35 | 1.80 | -1.08 | -2.26 | -2.77 | 6.17 | 4.56 | +10.38% |
| 2024 | 0.47 | 0.28 | 2.18 | -1.93 | 1.78 | 1.99 | 0.74 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 5.63% | 5.63% | 6.34% | 7.22% | -% |
| Sharpe Ratio | 1.30 | 1.67 | 1.51 | -0.28 | - |
| Bester Monat | +4.56% | +2.18% | +6.17% | +6.17% | - |
| Schlechtester Monat | -1.93% | -1.93% | -2.77% | -6.91% | - |
| Maximaler Verlust | -3.28% | -3.28% | -6.67% | -18.04% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPMorgan Investment Funds - Glob... | thesaurierend | 96.9500 | +7.75% | -6.95% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 81.8900 | +7.74% | -7.01% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 91.0700 | +12.45% | +2.97% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 8.7800 | +10.00% | -0.57% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 90.6700 | +11.92% | +2.58% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 99.4400 | +8.58% | -4.81% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 106.9100 | +12.55% | +2.01% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 97.4500 | +12.59% | +2.07% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 83.8800 | +8.46% | -5.00% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 92.9500 | +13.15% | +4.91% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 99.3000 | +9.91% | -4.65% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 86.7300 | +9.90% | -4.65% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 89.7600 | +10.93% | -1.73% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 103.2400 | +11.21% | -1.26% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 99.3000 | +9.91% | -4.65% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 102.9900 | +11.10% | -1.50% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 89.8900 | +11.05% | -1.60% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 102.9000 | +11.05% | -1.59% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 93.4600 | +11.06% | -1.59% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 110.2500 | +13.24% | +5.19% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 87.7500 | +10.29% | -3.65% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 100.5200 | +10.33% | -3.61% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 90.8400 | +10.28% | -3.65% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 107.7300 | +12.44% | +3.01% |
Performance
| lfd. Jahr | +5.57% | ||
|---|---|---|---|
| 6 Monate | +6.34% | ||
| 1 Jahr | +13.24% | ||
| 3 Jahre | +5.19% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +10.25% | ||
| Jahr | |||
| 2023 | +10.38% | ||
| 2022 | -12.54% | ||
