JPMorgan Investment Funds - Global Multi-Asset Cautious Sustainable Fund I2 (acc) - EUR/ LU2394012954 /
| NAV09/09/2024 | Chg.-0.0400 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 93.7800EUR | -0.04% | reinvestment | Mixed Fund Worldwide | JPMorgan AM (EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -2.59 | -1.82 | -0.89 | -2.74 | -1.45 | -2.44 | 1.64 | -1.98 | -2.98 | -1.16 | 1.90 | -0.77 | -14.36% |
| 2023 | 1.92 | -2.34 | 2.03 | 0.52 | -1.21 | -0.02 | 0.58 | -0.78 | -2.22 | -1.56 | 4.41 | 4.04 | +5.19% |
| 2024 | 0.09 | -0.24 | 1.40 | -2.48 | 1.17 | 1.84 | 1.12 | 1.59 | -0.20 | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 5.52% | 5.73% | 5.87% | -% | -% |
| Sharpe ratio | 0.51 | 0.65 | 1.12 | - | - |
| Best month | +4.04% | +1.84% | +4.41% | +4.41% | - |
| Worst month | -2.48% | -2.48% | -2.48% | -2.98% | - |
| Maximum loss | -3.36% | -3.36% | -3.65% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | +4.28% | ||
|---|---|---|---|
| 6 Months | +3.53% | ||
| 1 Year | +9.98% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -6.22% | ||
| Year | |||
| 2023 | +5.19% | ||
| 2022 | -14.36% | ||
