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JPMorgan Investment Funds - Global Macro Opportunities Fund A (acc) - SEK (hedged)/  LU1278809998  /

Fonds
NAV08.07.2024 Diff.+1,0600 Ertragstyp Ausrichtung Fondsgesellschaft
962,7300SEK +0,11% thesaurierend Alternative Investments weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2016 - - -2,62 -1,18 0,71 1,82 -0,13 -3,22 -0,39 -1,68 -3,59 1,66 -
2017 -1,97 -1,86 2,23 0,35 2,09 1,67 3,13 1,05 3,35 5,09 -1,45 -0,01 +14,26%
2018 3,78 1,29 -3,46 0,29 -1,00 -2,32 -1,41 -0,06 -1,86 2,36 -0,51 -0,44 -3,50%
2019 -1,68 0,76 1,15 1,72 -1,77 2,41 1,00 -1,54 0,04 -2,05 -0,20 0,17 -0,11%
2020 2,42 0,77 0,07 0,29 1,24 -1,08 0,47 1,73 -0,19 0,10 3,74 1,94 +12,02%
2021 -0,46 2,47 0,44 1,16 -0,22 0,48 -0,16 0,85 -0,65 1,14 -0,05 -0,85 +4,18%
2022 -4,28 0,04 -2,14 -1,74 -3,62 0,47 -0,13 -0,24 0,21 -0,29 -0,26 -1,50 -12,80%
2023 3,11 -1,39 6,12 1,12 -1,45 -7,51 -1,97 2,94 0,49 3,07 -3,57 -1,81 -1,59%
2024 0,50 0,62 0,04 0,91 -1,44 0,90 -0,78 - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 4,57% 4,58% 6,20% 6,93% 6,58%
Sharpe Ratio -0,50 -0,72 -0,59 -1,23 -0,64
Bester Monat +0,91% +0,91% +3,07% +6,12% +6,12%
Schlechtester Monat -1,81% -1,44% -3,57% -7,51% -7,51%
Maximaler Verlust -2,68% -2,68% -5,85% -16,58% -16,58%
Outperformance - - - - -
 
Alle Kurse in SEK

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Investment Funds - Glob... thesaurierend 106,6000 -2,50% -17,62%
JPMorgan Investment Funds - Glob... thesaurierend 113,8500 -1,81% -15,87%
JPMorgan Investment Funds - Glob... thesaurierend 117,5700 +1,25% -10,75%
JPMorgan Investment Funds - Glob... ausschüttend 120,0400 +1,30% -10,85%
JPMorgan Investment Funds - Glob... thesaurierend 962,7300 +0,06% -13,71%
JPMorgan Investment Funds - Glob... thesaurierend 11,6900 +0,43% -11,79%
JPMorgan Investment Funds - Glob... thesaurierend 1.258,6500 +2,48% -4,20%
JPMorgan Investment Funds - Glob... thesaurierend 12.096,3398 +6,79% +7,63%
JPMorgan Investment Funds - Glob... thesaurierend 10,2700 -0,97% -11,55%
JPMorgan Investment Funds - Glob... thesaurierend 11,4700 -0,26% -11,65%
JPMorgan Investment Funds - Glob... ausschüttend 82,4100 +2,02% -8,97%
JPMorgan Investment Funds - Glob... thesaurierend 11.429,5303 +6,04% +5,40%
JPMorgan Investment Funds - Glob... thesaurierend 1.216,2100 +1,71% -6,04%
JPMorgan Investment Funds - Glob... thesaurierend 114,3800 +0,53% -11,48%
JPMorgan Investment Funds - Glob... thesaurierend 10.580,0000 -3,53% -17,44%
JPMorgan Investment Funds - Glob... thesaurierend 95,2400 -0,81% -16,08%
JPMorgan Investment Funds - Glob... thesaurierend 206,8800 +2,61% -5,88%
JPMorgan Investment Funds - Glob... thesaurierend 143,1400 +1,99% -7,58%
JPMorgan Investment Funds - Glob... thesaurierend 107,6900 +0,63% -12,38%
JPMorgan Investment Funds - Glob... thesaurierend 167,8900 +0,59% -12,48%
JPMorgan Investment Funds - Glob... ausschüttend 107,0400 +0,59% -12,47%
JPMorgan Investment Funds - Glob... ausschüttend 139,6100 +1,95% -7,69%
JPMorgan Investment Funds - Glob... thesaurierend 128,1000 +1,95% -7,68%
JPMorgan Investment Funds - Glob... ausschüttend 132,4000 -0,12% -14,29%
JPMorgan Investment Funds - Glob... thesaurierend 184,0200 -0,12% -14,28%
JPMorgan Investment Funds - Glob... thesaurierend 148,5400 +1,23% -9,60%
JPMorgan Investment Funds - Glob... thesaurierend 137,9700 -0,82% -16,07%

Performance

lfd. Jahr  
+0,72%
6 Monate  
+0,20%
1 Jahr  
+0,06%
3 Jahre
  -13,71%
5 Jahre
  -2,50%
10 Jahre     -
seit Beginn  
+1,55%
Jahr
2023
  -1,59%
2022
  -12,80%
2021  
+4,18%
2020  
+12,02%
2019
  -0,11%
2018
  -3,50%
2017  
+14,26%