JPMorgan Investment Funds - Global Macro Sustainable Fund C (acc) - CHF (hedged)/ LU2407604797 /
| NAV31.07.2024 | Diff.+0.0100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 89.1300CHF | +0.01% | thesaurierend | Alternative Investments weltweit | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -3.38 | -0.06 | -1.74 | -1.03 | -2.59 | 0.34 | -0.83 | -0.66 | 0.03 | 0.23 | 0.44 | -0.86 | -9.73% |
| 2023 | 1.92 | -1.03 | 4.48 | 0.82 | -1.15 | -5.71 | -1.58 | 2.01 | 0.20 | 2.06 | -2.54 | -1.43 | -2.33% |
| 2024 | -0.03 | 0.08 | -0.14 | 0.74 | -1.07 | 0.71 | 0.93 | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 3.84% | 3.89% | 4.91% | -% | -% |
| Sharpe Ratio | -0.40 | -0.29 | -0.45 | - | - |
| Bester Monat | +0.93% | +0.93% | +2.06% | +4.48% | - |
| Schlechtester Monat | -1.43% | -1.07% | -2.54% | -5.71% | - |
| Maximaler Verlust | -2.26% | -2.26% | -4.99% | - | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPMorgan Investment Funds - Glob... | thesaurierend | 982.5700 | +3.34% | -8.30% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 89.1300 | +1.42% | - | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 106.0800 | +5.41% | -3.12% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 1'054.4500 | +4.62% | -4.19% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 102.5100 | +5.41% | -3.12% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 94.3500 | +2.76% | -10.11% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 1'018.9800 | +4.11% | -6.24% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 84.8500 | +1.46% | -10.50% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 102.2100 | +5.45% | -3.00% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 99.3900 | +4.58% | -5.18% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 9.8500 | +5.87% | -1.69% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 100.5400 | +3.99% | -6.84% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 105.4300 | +5.47% | -1.56% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 100.4200 | +3.95% | -6.95% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 108.6300 | +5.40% | -1.78% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 96.9200 | +3.22% | -8.89% |
Performance
| lfd. Jahr | +1.20% | ||
|---|---|---|---|
| 6 Monate | +1.24% | ||
| 1 Jahr | +1.42% | ||
| 3 Jahre | - | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | -10.87% | ||
| Jahr | |||
| 2023 | -2.33% | ||
| 2022 | -9.73% | ||
