Jupiter UK Specialist Eq.Fd.L USD H/ IE00BYXJS308 /
| NAV04.10.2024 | Diff.+0.0133 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 15.0121USD | +0.09% | thesaurierend | Alternative Investments AI Hedgefonds Single Strategy | Jupiter AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | - | -3.65 | -4.29 | 0.88 | - |
| 2019 | 1.02 | 0.21 | 1.68 | 1.47 | 2.56 | -1.42 | 0.40 | -0.57 | 0.84 | 0.54 | -0.83 | 2.30 | +8.44% |
| 2020 | 2.04 | 0.28 | -1.69 | 2.36 | 3.11 | 1.05 | 0.14 | 2.78 | 3.76 | -1.72 | -0.27 | 1.78 | +14.29% |
| 2021 | -3.13 | 2.12 | -2.71 | 1.49 | -1.35 | 1.44 | -1.43 | 0.00 | 0.87 | -0.90 | 0.32 | -0.71 | -4.08% |
| 2022 | -1.43 | -1.79 | -3.20 | -0.68 | -1.02 | -0.31 | 0.07 | -1.03 | -0.24 | 0.59 | 1.22 | -0.60 | -8.15% |
| 2023 | -0.63 | -0.07 | 1.75 | 0.20 | 2.39 | 0.83 | -2.51 | -0.50 | 1.15 | -0.26 | 2.50 | -0.38 | +4.44% |
| 2024 | 1.94 | 1.93 | 1.89 | 1.08 | 1.18 | 0.55 | -0.05 | 0.46 | 0.30 | 0.58 | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 4.25% | 4.29% | 4.52% | 5.70% | 6.41% |
| Sharpe Ratio | 2.48 | 1.07 | 2.27 | -0.28 | 0.03 |
| Bester Monat | +1.94% | +1.18% | +2.50% | +2.50% | +3.76% |
| Schlechtester Monat | -0.38% | -0.05% | -0.38% | -3.20% | -3.20% |
| Maximaler Verlust | -1.81% | -1.81% | -1.81% | -11.86% | -14.60% |
| Outperformance | -3.28% | - | -12.34% | - | - |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Jupiter UK Specialist Eq.Fd.F EU... | thesaurierend | 13.6935 | +12.58% | +1.81% | |
| Jupiter UK Specialist Eq.Fd.F GB... | thesaurierend | 15.0197 | +14.12% | +6.35% | |
| Jupiter UK Specialist Eq.Fd.I GB... | thesaurierend | 14.6790 | +13.84% | +5.56% | |
| Jupiter UK Specialist Eq.Fd.L GB... | thesaurierend | 14.1119 | +13.27% | +3.99% | |
| Jupiter UK Specialist Eq.Fd.I EU... | thesaurierend | 13.1411 | +12.32% | +1.17% | |
| Jupiter UK Specialist Eq.Fd.I US... | thesaurierend | 15.0291 | +14.08% | +6.68% | |
| Jupiter UK Specialist Eq.Fd.L US... | thesaurierend | 15.0121 | +13.51% | +5.07% |
Performance
| lfd. Jahr | +10.27% | ||
|---|---|---|---|
| 6 Monate | +3.86% | ||
| 1 Jahr | +13.51% | ||
| 3 Jahre | +5.07% | ||
| 5 Jahre | +18.42% | ||
| 10 Jahre | - | ||
| seit Beginn | +17.83% | ||
| Jahr | |||
| 2023 | +4.44% | ||
| 2022 | -8.15% | ||
| 2021 | -4.08% | ||
| 2020 | +14.29% | ||
| 2019 | +8.44% | ||
