The Jupiter Global Fund - Jupiter Financial Innovation, Class L USD Acc/ LU0262307720 /
| NAV05.11.2024 | Diff.-0,0900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 15,9200USD | -0,56% | thesaurierend | Aktien weltweit | Jupiter AM Int. ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | - | - | - | - | - | - | -6,47 | 2,82 | 3,77 | -4,45 | -2,08 | - |
| 2008 | -5,13 | -2,01 | -3,47 | -2,77 | -0,44 | 0,61 | -2,73 | -6,11 | -7,45 | -22,38 | 2,56 | 1,56 | -40,28% |
| 2009 | -9,76 | -5,36 | 5,91 | 16,38 | 11,95 | -1,28 | 5,76 | 9,82 | 7,47 | -2,69 | -4,76 | -0,50 | +33,91% |
| 2010 | -3,68 | -0,38 | 7,30 | -0,19 | -9,92 | -0,75 | 5,93 | -2,30 | 8,81 | 5,53 | -5,37 | 3,78 | +7,24% |
| 2011 | 0,13 | 2,34 | -0,13 | 3,05 | -3,33 | -1,92 | -2,08 | -10,24 | -12,30 | 7,60 | -9,58 | 3,47 | -22,40% |
| 2012 | 7,72 | 5,14 | 0,74 | -0,74 | -11,26 | 3,17 | 5,02 | 2,16 | 4,83 | 2,30 | 1,13 | 4,73 | +26,34% |
| 2013 | 8,90 | -0,85 | 0,86 | 3,66 | 1,41 | -4,99 | 6,23 | -1,38 | 4,55 | 5,91 | 1,47 | 1,97 | +30,54% |
| 2014 | -3,87 | 4,34 | 0,41 | -2,42 | 0,21 | 0,10 | -0,72 | 0,42 | -2,59 | 0,53 | 2,22 | 0,10 | -1,53% |
| 2015 | -1,86 | 4,00 | 0,81 | 2,91 | 0,39 | -1,65 | 3,85 | -6,09 | -5,27 | 5,35 | -0,71 | -0,20 | +0,83% |
| 2016 | -11,37 | -1,04 | 6,43 | 1,43 | 3,36 | -6,70 | 5,61 | 2,13 | -0,42 | -0,94 | -0,63 | 0,53 | -2,97% |
| 2017 | 3,91 | 2,54 | 0,79 | 4,92 | 3,94 | 1,62 | 4,97 | 1,18 | -0,42 | 1,76 | 0,41 | 1,48 | +30,52% |
| 2018 | 8,82 | -2,38 | -4,65 | 1,60 | 2,36 | -1,92 | 1,33 | 4,48 | -1,63 | -13,31 | -1,91 | -7,69 | -15,53% |
| 2019 | 9,96 | 2,44 | 2,13 | 5,50 | -1,50 | 5,05 | 4,73 | -3,06 | -5,63 | 0,72 | 4,35 | 2,35 | +29,41% |
| 2020 | 4,44 | -7,73 | -17,28 | 12,16 | 8,86 | 6,16 | 8,31 | 5,42 | -6,71 | -2,49 | 13,52 | 10,45 | +34,57% |
| 2021 | -2,31 | 2,25 | -5,23 | 7,90 | -0,59 | 0,00 | 2,60 | 7,66 | -5,69 | 8,94 | -5,82 | -5,22 | +2,86% |
| 2022 | -13,05 | -4,06 | -2,24 | -11,21 | -6,06 | -12,11 | 1,07 | -2,30 | -7,88 | 5,41 | 5,60 | -1,33 | -40,27% |
| 2023 | 6,71 | 1,93 | -8,72 | 2,98 | -3,77 | 5,64 | 5,94 | -1,54 | -3,14 | -3,92 | 11,18 | 6,78 | +19,79% |
| 2024 | 2,77 | 4,29 | 3,42 | -0,94 | 3,20 | 0,59 | -0,79 | 2,91 | -1,54 | 4,70 | -0,81 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 17,41% | 19,64% | 16,80% | 21,07% | 23,84% |
| Sharpe Ratio | 1,14 | 0,59 | 1,99 | -0,59 | 0,07 |
| Bester Monat | +6,78% | +4,70% | +11,18% | +11,18% | +13,52% |
| Schlechtester Monat | -1,54% | -1,54% | -1,54% | -13,05% | -17,28% |
| Maximaler Verlust | -15,89% | -15,89% | -15,89% | -53,80% | -53,80% |
| Outperformance | -9,27% | - | -10,34% | +25,07% | +35,79% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| The Jupiter Global Fund - Jupite... | thesaurierend | 22,2400 | +31,44% | -21,16% | |
| The Jupiter Global Fund - Jupite... | thesaurierend | 10,7800 | +37,32% | -14,72% | |
| The Jupiter Global Fund - Jupite... | ausschüttend | 21,4500 | +30,39% | -22,94% | |
| The Jupiter Global Fund - Jupite... | thesaurierend | 18,6800 | +36,35% | -16,61% | |
| The Jupiter Global Fund - Jupite... | thesaurierend | 10,2400 | +35,81% | -17,42% | |
| The Jupiter Global Fund - Jupite... | thesaurierend | 10,1300 | +35,61% | -18,11% | |
| The Jupiter Global Fund - Jupite... | thesaurierend | 8,5600 | +35,44% | -26,96% | |
| The Jupiter Global Fund - Jupite... | thesaurierend | 17,8900 | +37,40% | -23,81% | |
| The Jupiter Global Fund - Jupite... | thesaurierend | 16,1400 | +35,63% | -19,38% | |
| The Jupiter Global Fund - Jupite... | thesaurierend | 22,4400 | +34,53% | -21,21% | |
| The Jupiter Global Fund - Jupite... | thesaurierend | 15,9200 | +36,42% | -25,54% |
Performance
| lfd. Jahr | +18,98% | ||
|---|---|---|---|
| 6 Monate | +7,06% | ||
| 1 Jahr | +36,42% | ||
| 3 Jahre | -25,54% | ||
| 5 Jahre | +26,25% | ||
| 10 Jahre | +67,40% | ||
| seit Beginn | +59,20% | ||
| Jahr | |||
| 2023 | +19,79% | ||
| 2022 | -40,27% | ||
| 2021 | +2,86% | ||
| 2020 | +34,57% | ||
| 2019 | +29,41% | ||
| 2018 | -15,53% | ||
| 2017 | +30,52% | ||
| 2016 | -2,97% | ||
| 2015 | +0,83% | ||
