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

Fonds
NAV10.10.2024 Diff.+0,3400 Ertragstyp Ausrichtung Fondsgesellschaft
110,2400CHF +0,31% thesaurierend Alternative Investments weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär 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 -1,51 2,27 - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 5,35% 5,84% 5,51% 7,06% 6,56%
Sharpe Ratio 0,09 0,08 -0,68 -1,17 -0,59
Bester Monat +2,27% +2,27% +2,84% +5,80% +5,80%
Schlechtester Monat -1,99% -1,68% -3,80% -7,48% -7,48%
Maximaler Verlust -3,50% -3,50% -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 122,9200 +3,59% -6,44%
JPMorgan Investment Funds - Glob... thesaurierend 10.928,0000 -1,33% -14,46%
JPMorgan Investment Funds - Glob... thesaurierend 217,2100 +5,08% -1,09%
JPMorgan Investment Funds - Glob... thesaurierend 110,2400 -0,46% -14,22%
JPMorgan Investment Funds - Glob... thesaurierend 117,9500 +0,25% -12,40%
JPMorgan Investment Funds - Glob... ausschüttend 125,6200 +3,66% -6,27%
JPMorgan Investment Funds - Glob... thesaurierend 1.003,7900 +2,33% -9,58%
JPMorgan Investment Funds - Glob... thesaurierend 12,2200 +2,95% -7,28%
JPMorgan Investment Funds - Glob... thesaurierend 1.314,5300 +4,18% +0,40%
JPMorgan Investment Funds - Glob... thesaurierend 12.704,5703 +7,05% +13,36%
JPMorgan Investment Funds - Glob... thesaurierend 10,6500 +1,04% -8,58%
JPMorgan Investment Funds - Glob... thesaurierend 11,9400 +1,96% -7,66%
JPMorgan Investment Funds - Glob... ausschüttend 86,4000 +4,38% -4,29%
JPMorgan Investment Funds - Glob... thesaurierend 11.982,5898 +6,30% +11,01%
JPMorgan Investment Funds - Glob... thesaurierend 1.272,6200 +3,72% -1,03%
JPMorgan Investment Funds - Glob... thesaurierend 119,4600 +2,95% -6,98%
JPMorgan Investment Funds - Glob... thesaurierend 99,0500 +1,49% -12,02%
JPMorgan Investment Funds - Glob... thesaurierend 150,0500 +4,44% -2,88%
JPMorgan Investment Funds - Glob... thesaurierend 112,5400 +2,95% -8,14%
JPMorgan Investment Funds - Glob... thesaurierend 175,4400 +2,92% -8,25%
JPMorgan Investment Funds - Glob... ausschüttend 111,8400 +2,91% -8,26%
JPMorgan Investment Funds - Glob... ausschüttend 146,4900 +4,39% -3,01%
JPMorgan Investment Funds - Glob... thesaurierend 134,4300 +4,40% -2,99%
JPMorgan Investment Funds - Glob... ausschüttend 138,1000 +2,20% -10,14%
JPMorgan Investment Funds - Glob... thesaurierend 191,9400 +2,20% -10,13%
JPMorgan Investment Funds - Glob... thesaurierend 155,5900 +3,67% -5,01%
JPMorgan Investment Funds - Glob... thesaurierend 143,6400 +1,48% -12,01%

Performance

lfd. Jahr  
+2,88%
6 Monate  
+1,85%
1 Jahr
  -0,46%
3 Jahre
  -14,22%
5 Jahre
  -3,10%
10 Jahre     -
seit Beginn  
+1,77%
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%