NAV22.07.2024 Diff.+0.1100 Ertragstyp Ausrichtung Fondsgesellschaft
18.3100GBP +0.60% thesaurierend Aktien Branchenmix Jupiter AM Int. 
 

Monatliche Performance

  Jan Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2017 - - - - -1.40 -1.42 4.21 1.48 -8.45 8.59 -2.25 3.30 -
2018 -5.32 -2.76 -8.09 5.60 -1.08 -5.47 3.59 -0.34 -14.01 -2.48 8.96 2.45 -19.25%
2019 -8.62 -2.36 15.97 -2.08 3.55 -4.91 -2.88 -1.85 3.90 -1.82 0.00 -3.58 -6.47%
2020 0.00 -5.38 -21.38 10.50 -2.49 8.31 -1.47 2.40 2.63 -3.85 7.56 9.23 +1.54%
2021 -2.77 4.67 3.22 -1.44 8.89 3.58 3.67 6.04 4.42 -1.88 0.86 2.76 +36.32%
2022 -0.28 -7.98 5.54 4.78 -8.57 -3.39 10.11 8.06 1.56 -1.11 2.68 -3.70 +5.92%
2023 -3.49 -3.62 0.00 5.07 3.40 4.93 4.28 1.90 6.67 0.87 3.96 4.71 +31.97%
2024 8.27 5.32 0.23 3.30 -0.34 4.39 -1.35 - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 19.60% 20.35% 16.84% 17.11% 19.34%
Sharpe Ratio 1.93 1.68 2.60 1.19 0.72
Bester Monat +8.27% +8.27% +8.27% +10.11% +10.50%
Schlechtester Monat -1.35% -1.35% -1.35% -8.57% -21.38%
Maximaler Verlust -7.24% -7.24% -7.24% -17.24% -33.57%
Outperformance - - - - -
 
Alle Kurse in GBP

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  
+21.18%
6 Monate  
+17.30%
1 Jahr  
+47.07%
3 Jahre  
+90.73%
5 Jahre  
+125.22%
10 Jahre     -
seit Beginn  
+83.10%
Jahr
2023  
+31.97%
2022  
+5.92%
2021  
+36.32%
2020  
+1.54%
2019
  -6.47%
2018
  -19.25%