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JPMorgan Investment Funds - Global Macro Opportunities Fund I (acc) - JPY (hedged)/  LU1410361221  /

Fonds
NAV10.10.2024 Diff.+35,0000 Ertragstyp Ausrichtung Fondsgesellschaft
10.928,0000JPY +0,32% thesaurierend Alternative Investments weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2016 - - - - - - -0,06 -3,08 -0,34 -1,59 -3,47 1,74 -
2017 -1,85 -1,75 2,27 0,50 2,31 1,71 3,38 1,24 3,53 5,20 -1,39 0,11 +16,07%
2018 3,96 1,33 -3,28 0,37 -0,87 -2,18 -1,32 0,03 -1,84 2,46 -0,39 -0,36 -2,28%
2019 -1,61 0,80 1,22 1,73 -1,64 2,46 1,06 -1,38 0,11 -2,02 -0,12 0,18 +0,65%
2020 2,44 0,76 0,02 0,27 1,32 -1,07 0,52 1,83 -0,13 0,15 3,81 2,06 +12,54%
2021 -0,36 2,54 0,52 1,23 -0,16 0,53 -0,09 0,90 -0,59 1,21 0,02 -0,65 +5,17%
2022 -4,19 0,07 -1,88 -1,75 -3,53 0,47 -0,20 -0,25 0,16 -0,26 -0,34 -1,58 -12,61%
2023 2,87 -1,58 5,84 0,89 -1,76 -7,72 -2,21 2,57 0,22 2,73 -3,93 -2,11 -4,82%
2024 0,22 0,31 -0,25 0,62 -1,76 0,67 1,40 0,31 -1,53 2,36 - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 5,34% 5,82% 5,50% 7,08% 6,56%
Sharpe Ratio -0,06 -0,03 -0,83 -1,18 -0,53
Bester Monat +2,36% +2,36% +2,73% +5,84% +5,84%
Schlechtester Monat -2,11% -1,76% -3,93% -7,72% -7,72%
Maximaler Verlust -3,61% -3,61% -7,56% -19,37% -19,37%
Outperformance - - - - -
 
Alle Kurse in JPY

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  
+2,28%
6 Monate  
+1,54%
1 Jahr
  -1,33%
3 Jahre
  -14,46%
5 Jahre
  -1,01%
10 Jahre     -
seit Beginn  
+9,28%
Jahr
2023
  -4,82%
2022
  -12,61%
2021  
+5,17%
2020  
+12,54%
2019  
+0,65%
2018
  -2,28%
2017  
+16,07%