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 | Mrz | 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% |