Jupiter M.World Equ.Fd.L EUR H/ IE00B2899S33 /
| NAV28.06.2024 | Diff.+0.0421 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 18.5854EUR | +0.23% | thesaurierend | Aktien weltweit | Jupiter AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | -1.66 | 1.62 | 2.51 | -0.52 | -10.99 | -0.22 | -7.91 | - |
| 2019 | 8.73 | 3.79 | -1.13 | 2.38 | -6.16 | 4.59 | 0.50 | -3.81 | 1.56 | 2.22 | 2.47 | 1.94 | +17.52% |
| 2020 | 0.15 | -9.73 | -14.37 | 11.78 | 3.39 | 1.94 | 4.97 | 6.40 | -3.80 | -0.91 | 11.40 | 4.22 | +12.74% |
| 2021 | 1.90 | 1.32 | 4.06 | 5.58 | 0.86 | 0.45 | 1.64 | 2.32 | -4.74 | 3.57 | -0.32 | 2.74 | +20.75% |
| 2022 | -7.58 | -0.83 | 3.16 | -7.16 | -0.06 | -9.06 | 6.71 | -4.28 | -9.51 | 4.47 | 6.67 | -2.06 | -19.52% |
| 2023 | 6.01 | -0.58 | 0.19 | 0.36 | -0.28 | 4.64 | 4.38 | -1.98 | -4.02 | -4.03 | 9.72 | 6.41 | +21.67% |
| 2024 | 1.47 | 2.36 | 4.00 | -2.26 | 2.11 | 2.12 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 10.51% | 10.37% | 11.33% | 15.65% | 17.76% |
| Sharpe Ratio | 1.72 | 1.66 | 1.59 | 0.03 | 0.30 |
| Bester Monat | +6.41% | +6.41% | +9.72% | +9.72% | +11.78% |
| Schlechtester Monat | -2.26% | -2.26% | -4.03% | -9.51% | -14.37% |
| Maximaler Verlust | -5.24% | -5.24% | -10.57% | -27.33% | -35.82% |
| Outperformance | -2.48% | - | +4.46% | -1.19% | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Jupiter Merian World Equity Fund... | thesaurierend | 38.2670 | +22.95% | +18.05% | |
| Jupiter Merian World Equity Fund... | thesaurierend | 36.1596 | +22.34% | +16.31% | |
| Jupiter M.World Equ.Fd.C2 USD | thesaurierend | 19.7915 | +22.95% | +18.05% | |
| Jupiter M.World Equ.Fd.S GBP | thesaurierend | 45.5633 | +25.15% | +35.72% | |
| Jupiter M.World Equ.Fd.U1 GBP | thesaurierend | 30.4907 | +25.56% | +37.07% | |
| Jupiter M.World Equ.Fd.I GBP | thesaurierend | 13.3665 | +25.59% | - | |
| Jupiter M.World Equ.Fd.I EUR | thesaurierend | 27.7372 | +27.99% | +38.71% | |
| Jupiter M.World Equ.Fd.I USD | thesaurierend | 31.4811 | +25.12% | +24.42% | |
| Jupiter M.World Equ.Fd.L EUR | thesaurierend | 24.8717 | +27.04% | +35.62% | |
| Jupiter M.World Equ.Fd.L EUR H | thesaurierend | 18.5854 | +21.71% | +13.18% | |
| Jupiter Merian World Equity Fund... | thesaurierend | 2.8585 | +24.19% | +21.67% |
Performance
| lfd. Jahr | +10.09% | ||
|---|---|---|---|
| 6 Monate | +9.93% | ||
| 1 Jahr | +21.71% | ||
| 3 Jahre | +13.18% | ||
| 5 Jahre | +53.86% | ||
| 10 Jahre | - | ||
| seit Beginn | +46.07% | ||
| Jahr | |||
| 2023 | +21.67% | ||
| 2022 | -19.52% | ||
| 2021 | +20.75% | ||
| 2020 | +12.74% | ||
| 2019 | +17.52% | ||
