JPMorgan Investment Funds - Global Multi-Asset Growth Sustainable Fund I2 (acc) - EUR/ LU2394013689 /
NAV09.07.2024 | Diff.+0.0100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
102.1000EUR | +0.01% | thesaurierend | Mischfonds weltweit | JPMorgan AM (EU) ▶ |
Monatliche Performance
Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | -4.92 | -2.65 | 1.96 | -4.41 | -2.74 | -6.28 | 5.28 | -2.71 | -5.83 | 1.64 | 2.84 | -2.80 | -19.42% |
2023 | 4.19 | -1.63 | 2.33 | 1.28 | -0.37 | 2.89 | 1.84 | -1.54 | -3.87 | -3.33 | 6.97 | 4.90 | +13.85% |
2024 | 1.40 | 2.57 | 2.49 | -2.93 | 1.60 | 3.39 | 1.41 | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 8.67% | 8.72% | 9.13% | -% | -% |
Sharpe Ratio | 1.96 | 2.36 | 1.48 | - | - |
Bester Monat | +4.90% | +3.39% | +6.97% | +6.97% | - |
Schlechtester Monat | -2.93% | -2.93% | -3.87% | -6.28% | - |
Maximaler Verlust | -4.64% | -4.64% | -9.34% | - | - |
Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
JPMorgan Investment Funds - Glob... | thesaurierend | 123.4600 | +14.92% | - | |
JPMorgan Investment Funds - Glob... | ausschüttend | 123.3100 | +14.91% | - | |
JPMorgan Investment Funds - Glob... | thesaurierend | 102.1000 | +17.17% | - |
Performance
lfd. Jahr | +10.22% | ||
---|---|---|---|
6 Monate | +11.45% | ||
1 Jahr | +17.17% | ||
3 Jahre | - | ||
5 Jahre | - | ||
10 Jahre | - | ||
seit Beginn | +2.10% | ||
Jahr | |||
2023 | +13.85% | ||
2022 | -19.42% |