Jupiter Global Ecology Growth, Class L USD Acc/ LU0300038618 /
| NAV18.10.2024 | Diff.+0,0100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 17,7600USD | +0,06% | thesaurierend | Aktien weltweit | Jupiter AM Int. ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008 | - | - | - | - | - | -5,01 | -0,65 | -3,31 | -13,79 | -28,63 | -6,83 | 5,83 | - |
| 2009 | -7,40 | -8,12 | 0,84 | 16,15 | 10,74 | 1,09 | 5,11 | 3,60 | 4,80 | -1,82 | 1,09 | 3,22 | +30,42% |
| 2010 | -3,66 | -2,58 | 4,58 | 2,40 | -10,84 | -0,91 | 7,67 | -5,27 | 8,42 | 3,74 | -3,74 | 9,31 | +7,18% |
| 2011 | 0,51 | 2,65 | 2,22 | 3,49 | -2,79 | -2,16 | -2,57 | -7,91 | -10,23 | 10,18 | -7,86 | 1,65 | -13,72% |
| 2012 | 7,36 | 5,90 | -0,91 | -1,70 | -8,38 | -0,44 | 2,48 | 3,70 | 3,02 | -2,00 | 0,68 | 2,83 | +12,22% |
| 2013 | 5,25 | 1,37 | 1,23 | 1,70 | 0,96 | -2,37 | 6,42 | 1,03 | 6,20 | 2,76 | 2,17 | 2,43 | +32,94% |
| 2014 | -2,57 | 4,56 | -1,55 | -0,39 | 1,78 | 1,36 | -3,16 | 0,49 | -5,02 | -0,73 | 2,30 | -1,63 | -4,84% |
| 2015 | -2,70 | 6,08 | -1,01 | 1,73 | 2,89 | -3,01 | -2,60 | -4,31 | -5,36 | 5,90 | 0,54 | -0,64 | -3,22% |
| 2016 | -8,47 | 1,17 | 7,41 | 1,19 | -0,53 | -3,64 | 5,89 | 0,52 | -0,31 | -3,35 | 0,87 | 0,75 | +0,54% |
| 2017 | 2,24 | 2,09 | 1,23 | 5,15 | 1,63 | 0,57 | 2,54 | -0,92 | 4,44 | 1,42 | -0,61 | 2,19 | +24,09% |
| 2018 | 3,61 | -4,31 | -0,95 | 0,09 | 0,79 | -4,25 | 2,54 | 0,18 | -1,23 | -10,36 | 2,89 | -9,29 | -19,50% |
| 2019 | 9,82 | 3,69 | -0,37 | 6,30 | -6,81 | 5,60 | -0,90 | -2,45 | 3,07 | 3,88 | 2,95 | 2,87 | +30,10% |
| 2020 | -1,72 | -6,84 | -15,50 | 10,60 | 5,66 | 1,09 | 7,90 | 5,91 | -2,12 | 0,40 | 14,15 | 6,09 | +24,28% |
| 2021 | 1,32 | -1,17 | 2,90 | 3,78 | 1,42 | 0,06 | 3,04 | 4,37 | -5,32 | 5,56 | -1,19 | 1,60 | +17,10% |
| 2022 | -12,40 | -1,80 | 1,90 | -8,10 | -0,21 | -11,36 | 11,39 | -2,56 | -10,71 | 6,04 | 6,85 | -1,66 | -23,06% |
| 2023 | 5,79 | 1,45 | 1,16 | -1,55 | 0,27 | 4,37 | 2,49 | -5,88 | -4,55 | -6,90 | 10,92 | 9,50 | +16,48% |
| 2024 | -2,33 | 4,31 | 3,15 | -1,26 | 4,06 | -2,45 | 2,99 | 2,84 | 2,14 | -1,99 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 13,13% | 13,51% | 13,80% | 17,91% | 17,96% |
| Sharpe Ratio | 0,89 | 1,43 | 1,89 | -0,12 | 0,35 |
| Bester Monat | +9,50% | +4,06% | +10,92% | +11,39% | +14,15% |
| Schlechtester Monat | -2,45% | -2,45% | -6,90% | -12,40% | -15,50% |
| Maximaler Verlust | -6,17% | -6,17% | -6,17% | -32,84% | -32,84% |
| Outperformance | +7,85% | - | +6,18% | +5,66% | +2,75% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Jupiter Global Ecology Growth, C... | thesaurierend | 112,8700 | +22,15% | - | |
| Jupiter Global Ecology Growth, C... | ausschüttend | 22,0100 | +20,77% | +8,79% | |
| Jupiter Global Ecology Growth, C... | thesaurierend | 12,6100 | +27,12% | +13,60% | |
| Jupiter Global Ecology Growth, C... | thesaurierend | 25,1900 | +25,89% | +10,48% | |
| Jupiter Global Ecology Growth, C... | thesaurierend | 17,7600 | +29,35% | +3,38% | |
| Jupiter Global Ecology Growth, C... | ausschüttend | 21,5500 | +27,21% | +13,90% | |
| Jupiter Global Ecology Growth, C... | ausschüttend | 20,3000 | +25,94% | +10,51% |
Performance
| lfd. Jahr | +11,70% | ||
|---|---|---|---|
| 6 Monate | +10,72% | ||
| 1 Jahr | +29,35% | ||
| 3 Jahre | +3,38% | ||
| 5 Jahre | +57,31% | ||
| 10 Jahre | +94,10% | ||
| seit Beginn | +77,21% | ||
| Jahr | |||
| 2023 | +16,48% | ||
| 2022 | -23,06% | ||
| 2021 | +17,10% | ||
| 2020 | +24,28% | ||
| 2019 | +30,10% | ||
| 2018 | -19,50% | ||
| 2017 | +24,09% | ||
| 2016 | +0,54% | ||
| 2015 | -3,22% | ||
