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

Fonds
NAV13.11.2024 Diff.-0,1400 Ertragstyp Ausrichtung Fondsgesellschaft
111,3200CHF -0,13% 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 2,51 0,74 - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 5,38% 5,84% 5,35% 7,11% 6,57%
Sharpe Ratio 0,27 0,69 -0,38 -1,17 -0,45
Bester Monat +2,51% +2,51% +2,51% +5,80% +5,80%
Schlechtester Monat -1,99% -1,68% -3,80% -7,48% -7,48%
Maximaler Verlust -3,50% -3,50% -3,74% -18,96% -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 119,1700 +1,70% -13,19%
JPMorgan Investment Funds - Glob... thesaurierend 124,5500 +5,05% -7,10%
JPMorgan Investment Funds - Glob... ausschüttend 87,6100 +5,87% -4,90%
JPMorgan Investment Funds - Glob... thesaurierend 11.034,0000 +0,22% -15,36%
JPMorgan Investment Funds - Glob... thesaurierend 220,3200 +6,53% -1,75%
JPMorgan Investment Funds - Glob... thesaurierend 111,3200 +0,99% -14,98%
JPMorgan Investment Funds - Glob... ausschüttend 127,3000 +5,14% -6,87%
JPMorgan Investment Funds - Glob... thesaurierend 1.015,9300 +3,78% -10,23%
JPMorgan Investment Funds - Glob... thesaurierend 12,3800 +4,47% -7,89%
JPMorgan Investment Funds - Glob... thesaurierend 1.331,4399 +5,43% -0,43%
JPMorgan Investment Funds - Glob... thesaurierend 12.895,7197 +8,02% +12,65%
JPMorgan Investment Funds - Glob... thesaurierend 10,7700 +2,47% -9,57%
JPMorgan Investment Funds - Glob... thesaurierend 12,0800 +3,42% -8,35%
JPMorgan Investment Funds - Glob... thesaurierend 12.154,9404 +7,27% +10,31%
JPMorgan Investment Funds - Glob... thesaurierend 1.290,1500 +5,20% -1,60%
JPMorgan Investment Funds - Glob... thesaurierend 120,9400 +4,37% -7,60%
JPMorgan Investment Funds - Glob... thesaurierend 100,1800 +2,93% -12,63%
JPMorgan Investment Funds - Glob... thesaurierend 177,6700 +4,38% -8,89%
JPMorgan Investment Funds - Glob... thesaurierend 152,1100 +5,88% -3,53%
JPMorgan Investment Funds - Glob... ausschüttend 113,2600 +4,37% -8,90%
JPMorgan Investment Funds - Glob... ausschüttend 148,5000 +5,83% -3,66%
JPMorgan Investment Funds - Glob... thesaurierend 113,9800 +4,43% -8,78%
JPMorgan Investment Funds - Glob... thesaurierend 136,2700 +5,85% -3,64%
JPMorgan Investment Funds - Glob... ausschüttend 139,7600 +3,65% -10,77%
JPMorgan Investment Funds - Glob... thesaurierend 194,2500 +3,65% -10,76%
JPMorgan Investment Funds - Glob... thesaurierend 157,6200 +5,10% -5,64%
JPMorgan Investment Funds - Glob... thesaurierend 145,2800 +2,93% -12,62%

Performance

lfd. Jahr  
+3,89%
6 Monate  
+3,49%
1 Jahr  
+0,99%
3 Jahre
  -14,98%
5 Jahre  
+0,30%
10 Jahre     -
seit Beginn  
+2,77%
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%