JPMorgan Funds - America Equity Fund - JPM America Equity C (acc) - EUR/ LU1303369224 /
NAV19.09.2024 | Diff.+3.2500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
304.7500EUR | +1.08% | thesaurierend | Aktien Branchenmix | JPMorgan AM (EU) ▶ |
Monatliche Performance
Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2015 | - | - | - | - | - | - | - | - | - | - | 4.91 | -5.09 | - |
2016 | -9.20 | 2.48 | 0.13 | 0.52 | 4.15 | -4.43 | 7.28 | 2.44 | -0.75 | 1.91 | 7.56 | -0.16 | +11.27% |
2017 | -0.22 | 5.38 | -0.80 | -0.28 | -1.47 | -0.28 | 0.87 | -2.29 | 2.31 | 4.13 | 0.33 | 1.69 | +9.48% |
2018 | 1.70 | -0.22 | -5.92 | 4.33 | 5.17 | 1.22 | 1.72 | 5.21 | 0.13 | -4.16 | 1.58 | -10.16 | -0.61% |
2019 | 7.11 | 3.92 | 3.49 | 3.68 | -4.01 | 3.36 | 5.80 | -2.22 | 2.19 | -0.25 | 4.75 | 0.45 | +31.48% |
2020 | 3.53 | -10.57 | -12.90 | 14.85 | 1.28 | 1.63 | 2.31 | 7.34 | -2.45 | -3.03 | 11.58 | 1.06 | +11.70% |
2021 | 1.64 | 3.10 | 7.23 | 3.98 | -0.58 | 3.43 | 2.48 | 2.56 | -1.41 | 2.44 | 2.87 | 4.58 | +37.21% |
2022 | -3.00 | -0.92 | 6.63 | -1.92 | -4.34 | -6.71 | 11.79 | -0.91 | -6.87 | 5.40 | -4.12 | -7.45 | -13.47% |
2023 | 4.64 | 2.18 | -0.81 | 0.51 | 6.34 | 3.96 | 2.59 | 0.77 | -1.02 | -4.15 | 6.49 | 3.75 | +27.70% |
2024 | 4.94 | 5.65 | 3.95 | -2.39 | 1.12 | 7.39 | -1.75 | 0.59 | 0.70 | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 13.67% | 14.54% | 13.01% | 16.09% | 18.57% |
Sharpe Ratio | 2.05 | 1.00 | 1.86 | 0.70 | 0.71 |
Bester Monat | +7.39% | +7.39% | +7.39% | +11.79% | +14.85% |
Schlechtester Monat | -2.39% | -2.39% | -4.15% | -7.45% | -12.90% |
Maximaler Verlust | -9.42% | -9.42% | -9.42% | -17.50% | -36.93% |
Outperformance | -0.96% | - | +1.26% | +27.80% | +43.55% |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
JPMorgan Funds - America Equity ... | thesaurierend | 83.2400 | +33.76% | +46.39% | |
JPMorgan Funds - America Equity ... | thesaurierend | 216.8100 | +30.62% | +33.87% | |
JPMorgan Funds - America Equity ... | thesaurierend | 251.8800 | +33.04% | +43.96% | |
JPMorgan Funds - America Equity ... | ausschüttend | 132.7200 | +32.34% | - | |
JPMorgan Funds - America Equity ... | thesaurierend | 26.3200 | +28.33% | +26.97% | |
JPMorgan Funds - America Equity ... | thesaurierend | 34.1400 | +29.27% | +30.55% | |
JPMorgan Funds - America Equity ... | thesaurierend | 49.1900 | +31.21% | +39.67% | |
JPMorgan Funds - America Equity ... | ausschüttend | 166.9600 | +24.22% | +47.90% | |
JPMorgan Funds - America Equity ... | thesaurierend | 14.3600 | +28.67% | - | |
JPMorgan Funds - America Equity ... | thesaurierend | 11.7900 | - | - | |
JPMorgan Funds - America Equity ... | thesaurierend | 530.8800 | +32.92% | +43.60% | |
JPMorgan Funds - America Equity ... | thesaurierend | 239.1200 | +27.74% | +51.24% | |
JPMorgan Funds - America Equity ... | thesaurierend | 29.9800 | +29.34% | +29.95% | |
JPMorgan Funds - America Equity ... | thesaurierend | 77.9700 | +32.85% | +43.41% | |
JPMorgan Funds - America Equity ... | thesaurierend | 41.7600 | +25.52% | +43.51% | |
JPMorgan Funds - America Equity ... | thesaurierend | 33.0300 | +30.45% | +33.35% | |
JPMorgan Funds - America Equity ... | ausschüttend | 492.8500 | +32.52% | +43.01% | |
JPMorgan Funds - America Equity ... | thesaurierend | 304.7500 | +27.69% | +51.08% | |
JPMorgan Funds - America Equity ... | thesaurierend | 58.7500 | +31.70% | +39.68% | |
JPMorgan Funds - America Equity ... | ausschüttend | 439.8100 | +31.72% | +39.75% | |
JPMorgan Funds - America Equity ... | thesaurierend | 368.6800 | +26.57% | +47.04% | |
JPMorgan Funds - America Equity ... | thesaurierend | 51.7900 | +25.10% | +48.61% | |
JPMorgan Funds - America Equity ... | thesaurierend | 48.9800 | +30.72% | +36.55% |
Performance
lfd. Jahr | +21.59% | ||
---|---|---|---|
6 Monate | +8.71% | ||
1 Jahr | +27.69% | ||
3 Jahre | +51.08% | ||
5 Jahre | +115.87% | ||
10 Jahre | - | ||
seit Beginn | +246.70% | ||
Jahr | |||
2023 | +27.70% | ||
2022 | -13.47% | ||
2021 | +37.21% | ||
2020 | +11.70% | ||
2019 | +31.48% | ||
2018 | -0.61% | ||
2017 | +9.48% | ||
2016 | +11.27% |