NAV22.07.2024 Diff.+0.2500 Ertragstyp Ausrichtung Fondsgesellschaft
35.2100EUR +0.72% thesaurierend Aktien Branchenmix Jupiter AM Int. 
 

Monatliche Performance

  Jan Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2012 - - - - - - - - 14.77 -4.26 6.14 0.40 -
2013 -1.19 -5.73 0.21 1.60 -1.57 -11.49 -4.09 -12.53 8.02 8.62 -0.73 3.57 -16.39%
2014 -3.21 3.07 6.31 1.46 14.35 6.08 0.09 6.55 5.89 4.03 5.34 0.96 +63.06%
2015 15.00 0.95 2.13 -7.68 4.46 -3.25 10.86 -11.52 0.13 5.03 6.32 -1.62 +19.37%
2016 -9.58 -13.23 10.58 2.11 2.48 4.30 10.70 0.87 0.63 7.45 -8.54 -0.93 +3.60%
2017 3.89 6.58 7.39 2.38 -4.74 -2.03 2.33 -1.57 -4.58 8.79 -2.33 2.44 +18.85%
2018 -4.61 -3.17 -7.46 4.87 -0.61 -6.56 2.92 -1.10 -13.22 -2.63 8.44 1.79 -20.96%
2019 -6.33 -0.60 16.03 -2.67 0.54 -6.11 -4.99 -0.93 5.97 1.27 0.81 -3.35 -2.32%
2020 1.03 -6.86 -24.28 12.52 -6.25 6.92 -0.24 3.12 0.47 -2.47 7.69 8.83 -5.07%
2021 -1.22 6.43 5.21 -3.36 9.87 3.74 4.38 4.94 4.15 -0.19 0.24 3.94 +44.56%
2022 0.56 -8.51 4.32 5.26 -9.58 -4.56 12.45 6.01 -1.49 1.23 2.35 -6.35 -0.65%
2023 -2.78 -3.49 -0.25 4.68 5.43 5.47 4.28 1.82 5.62 -0.35 5.22 3.97 +33.19%
2024 10.07 4.98 0.34 3.17 -0.15 5.09 -0.84 - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 19.54% 20.28% 16.83% 16.98% 19.80%
Sharpe Ratio 2.29 1.84 2.75 1.17 0.72
Bester Monat +10.07% +10.07% +10.07% +12.45% +12.52%
Schlechtester Monat -0.84% -0.84% -0.84% -9.58% -24.28%
Maximaler Verlust -6.95% -6.95% -6.95% -18.93% -38.38%
Outperformance +8.88% - +5.36% -3.43% -26.53%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Jupiter India Select, Class L GB... ausschüttend 35.2500 +45.61% +84.95%
Jupiter India Select D GBP Acc thesaurierend 18.3100 +47.07% +90.73%
Jupiter India Select, Class I EU... thesaurierend 98.8700 - -
Jupiter India Select, Class D US... thesaurierend 25.7800 +48.33% +79.40%
Jupiter India Select D EUR Acc thesaurierend 26.8900 +51.07% +94.29%
Jupiter India Select, Class L US... ausschüttend 368.5300 +46.81% +73.95%
Jupiter India Select, Class L EU... thesaurierend 35.2100 +49.58% +88.39%

Performance

lfd. Jahr  
+24.46%
6 Monate  
+18.59%
1 Jahr  
+49.58%
3 Jahre  
+88.39%
5 Jahre  
+128.93%
10 Jahre  
+217.49%
seit Beginn  
+296.51%
Jahr
2023  
+33.19%
2022
  -0.65%
2021  
+44.56%
2020
  -5.07%
2019
  -2.32%
2018
  -20.96%
2017  
+18.85%
2016  
+3.60%
2015  
+19.37%