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JPMorgan Investment Funds - Global Macro Opportunities Fund A (acc) - CHF (hedged)/  LU1306423903  /

Fonds
NAV06.09.2024 Diff.-0,0200 Ertragstyp Ausrichtung Fondsgesellschaft
108,0700CHF -0,02% thesaurierend Alternative Investments weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2015 - - - - - - - - - - - 0,66 -
2016 2,44 0,57 -2,67 -1,21 0,71 1,76 -0,17 -3,22 -0,43 -1,68 -3,51 1,59 -5,88%
2017 -1,97 -1,87 2,14 0,36 2,09 1,60 3,14 0,99 3,34 5,07 -1,50 -0,04 +13,91%
2018 3,82 1,27 -3,46 0,25 -0,96 -2,33 -1,44 -0,10 -1,89 2,36 -0,49 -0,47 -3,60%
2019 -1,73 0,71 1,10 1,65 -1,79 2,35 0,94 -1,53 0,01 -2,11 -0,24 0,13 -0,63%
2020 2,30 0,71 -0,03 0,22 1,22 -1,14 0,41 1,70 -0,25 0,04 3,72 1,92 +11,27%
2021 -0,47 2,42 0,40 1,10 -0,25 0,42 -0,21 0,78 -0,70 1,10 -0,12 -0,81 +3,67%
2022 -4,26 -0,03 -2,04 -1,81 -3,75 0,37 -0,26 -0,33 0,14 -0,32 -0,35 -1,65 -13,52%
2023 2,91 -1,54 5,80 0,98 -1,65 -7,48 -2,09 2,62 0,30 2,84 -3,80 -1,99 -3,76%
2024 0,29 0,41 -0,17 0,68 -1,68 0,71 1,47 0,43 -1,25 - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 5,26% 5,56% 5,75% 6,99% 6,54%
Sharpe Ratio -0,41 -0,55 -1,03 -1,33 -0,72
Bester Monat +1,47% +1,47% +2,84% +5,80% +5,80%
Schlechtester Monat -1,99% -1,68% -3,80% -7,48% -7,48%
Maximaler Verlust -3,43% -3,43% -6,87% -19,13% -19,13%
Outperformance -1,56% - +0,87% +9,01% +2,57%
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Investment Funds - Glob... thesaurierend 120,0500 +1,46% -9,17%
JPMorgan Investment Funds - Glob... thesaurierend 10.706,0000 -3,51% -16,72%
JPMorgan Investment Funds - Glob... thesaurierend 211,8500 +2,93% -4,04%
JPMorgan Investment Funds - Glob... thesaurierend 108,0700 -2,45% -16,54%
JPMorgan Investment Funds - Glob... thesaurierend 115,5400 -1,77% -14,77%
JPMorgan Investment Funds - Glob... ausschüttend 122,6700 +1,54% -9,08%
JPMorgan Investment Funds - Glob... thesaurierend 981,7200 +0,25% -12,17%
JPMorgan Investment Funds - Glob... thesaurierend 11,9400 +0,76% -10,02%
JPMorgan Investment Funds - Glob... thesaurierend 1.284,3700 +2,23% -2,51%
JPMorgan Investment Funds - Glob... thesaurierend 12.387,1904 +5,45% +9,87%
JPMorgan Investment Funds - Glob... thesaurierend 10,4400 -0,67% -10,69%
JPMorgan Investment Funds - Glob... thesaurierend 11,6800 -0,09% -10,22%
JPMorgan Investment Funds - Glob... ausschüttend 84,3100 +2,25% -7,16%
JPMorgan Investment Funds - Glob... thesaurierend 11.690,9404 +4,71% +7,58%
JPMorgan Investment Funds - Glob... thesaurierend 1.242,5100 +1,67% -4,10%
JPMorgan Investment Funds - Glob... thesaurierend 116,7300 +0,85% -9,76%
JPMorgan Investment Funds - Glob... thesaurierend 96,9200 -0,61% -14,60%
JPMorgan Investment Funds - Glob... thesaurierend 146,4300 +2,31% -5,78%
JPMorgan Investment Funds - Glob... thesaurierend 109,9800 +0,84% -10,82%
JPMorgan Investment Funds - Glob... thesaurierend 171,4500 +0,80% -10,93%
JPMorgan Investment Funds - Glob... ausschüttend 109,3100 +0,80% -10,92%
JPMorgan Investment Funds - Glob... ausschüttend 142,9800 +2,27% -5,89%
JPMorgan Investment Funds - Glob... thesaurierend 131,1900 +2,28% -5,89%
JPMorgan Investment Funds - Glob... ausschüttend 135,0500 +0,10% -12,76%
JPMorgan Investment Funds - Glob... thesaurierend 187,7000 +0,10% -12,76%
JPMorgan Investment Funds - Glob... thesaurierend 151,9400 +1,56% -7,85%
JPMorgan Investment Funds - Glob... thesaurierend 140,5600 -0,60% -14,58%

Performance

lfd. Jahr  
+0,86%
6 Monate  
+0,20%
1 Jahr
  -2,45%
3 Jahre
  -16,54%
5 Jahre
  -6,12%
10 Jahre     -
seit Beginn
  -0,23%
Jahr
2023
  -3,76%
2022
  -13,52%
2021  
+3,67%
2020  
+11,27%
2019
  -0,63%
2018
  -3,60%
2017  
+13,91%
2016
  -5,88%