Jupiter Global Ecology Growth, Class L EUR A Inc Dist/ LU1074971703 /
| NAV16.07.2024 | Diff.-0,1000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 19,6300EUR | -0,51% | ausschüttend | Aktien weltweit | Jupiter AM Int. ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | - | - | - | - | 7,80 | 4,76 | -3,58 | - |
| 2016 | -8,61 | 1,39 | 2,84 | 0,95 | 1,70 | -3,61 | 6,25 | 0,27 | -0,54 | -1,45 | 3,68 | 1,60 | +3,72% |
| 2017 | 0,44 | 3,48 | 0,50 | 2,68 | -0,82 | -1,15 | -0,33 | -2,00 | 4,94 | 2,84 | -2,21 | 0,81 | +9,27% |
| 2018 | -0,24 | -2,41 | -1,81 | 1,92 | 4,43 | -4,01 | 1,72 | 0,81 | -0,56 | -8,43 | 2,63 | -9,91 | -15,68% |
| 2019 | 9,39 | 4,42 | 1,25 | 6,48 | -6,24 | 3,37 | 1,19 | -1,41 | 4,14 | 1,76 | 4,36 | 0,79 | +32,73% |
| 2020 | -0,07 | -6,44 | -15,21 | 11,45 | 3,24 | 0,39 | 2,03 | 5,28 | -0,44 | 0,80 | 11,15 | 3,58 | +13,65% |
| 2021 | 2,58 | -1,04 | 6,20 | 0,76 | 0,52 | 2,59 | 2,92 | 4,96 | -3,12 | 4,77 | 1,48 | 1,87 | +26,98% |
| 2022 | -11,14 | -2,12 | 2,79 | -3,43 | -1,43 | -8,91 | 13,16 | 0,00 | -8,71 | 4,20 | 2,47 | -4,64 | -18,46% |
| 2023 | 4,31 | 3,60 | -1,25 | -2,60 | 3,14 | 2,64 | 0,84 | -4,44 | -2,27 | -7,28 | 8,31 | 7,91 | +12,31% |
| 2024 | -0,17 | 4,40 | 3,57 | -0,72 | 2,90 | -1,16 | 0,05 | - | - | - | - | - | - |
Einzelne Monate: Ausschüttungen nicht berücksichtigt
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10,35% | 10,22% | 11,16% | 14,61% | 15,80% |
| Sharpe Ratio | 1,34 | 1,95 | 0,78 | 0,02 | 0,38 |
| Bester Monat | +7,91% | +4,40% | +8,31% | +13,16% | +13,16% |
| Schlechtester Monat | -1,16% | -1,16% | -7,28% | -11,14% | -15,21% |
| Maximaler Verlust | -4,46% | -4,46% | -13,95% | -25,16% | -31,37% |
| Outperformance | +1,41% | - | +8,35% | +12,08% | +9,78% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Jupiter Global Ecology Growth, C... | ausschüttend | 21,5200 | +9,95% | +10,26% | |
| Jupiter Global Ecology Growth, C... | thesaurierend | 12,0200 | +13,40% | +15,24% | |
| Jupiter Global Ecology Growth, C... | thesaurierend | 108,7600 | +11,24% | - | |
| Jupiter Global Ecology Growth, C... | thesaurierend | 24,0800 | +12,37% | +12,10% | |
| Jupiter Global Ecology Growth, C... | thesaurierend | 17,0500 | +9,02% | +3,52% | |
| Jupiter Global Ecology Growth, C... | ausschüttend | 20,7800 | +13,49% | +15,60% | |
| Jupiter Global Ecology Growth, C... | ausschüttend | 19,6300 | +12,37% | +12,14% |
Performance
| lfd. Jahr | +9,06% | ||
|---|---|---|---|
| 6 Monate | +11,16% | ||
| 1 Jahr | +12,37% | ||
| 3 Jahre | +12,14% | ||
| 5 Jahre | +58,76% | ||
| 10 Jahre | - | ||
| seit Beginn | +93,49% | ||
| Jahr | |||
| 2023 | +12,31% | ||
| 2022 | -18,46% | ||
| 2021 | +26,98% | ||
| 2020 | +13,65% | ||
| 2019 | +32,73% | ||
| 2018 | -15,68% | ||
| 2017 | +9,27% | ||
| 2016 | +3,72% | ||
Ausschüttungen
| 29.09.2023 | 0,21 EUR |
| 30.09.2022 | 0,23 EUR |
