JPM Climate Change Solutions A (acc) - CHF (hedged)/ LU2394011634 /
NAV2024-05-23 | Chg.+0.2700 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
94.9400CHF | +0.29% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | -12.71 | -1.53 | 4.29 | -6.67 | -2.23 | -11.67 | 14.16 | -2.34 | -8.65 | 7.83 | 5.16 | -4.26 | -20.12% |
2023 | 5.81 | -0.61 | 0.97 | -3.31 | 0.45 | 4.29 | 0.84 | -4.21 | -5.79 | -7.96 | 8.65 | 7.54 | +5.25% |
2024 | -1.59 | 5.52 | 4.48 | -0.45 | 4.95 | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 12.72% | 12.30% | 13.39% | -% | -% |
Sharpe ratio | 2.69 | 3.83 | 0.73 | - | - |
Best month | +7.54% | +8.65% | +8.65% | +14.16% | - |
Worst month | -1.59% | -1.59% | -7.96% | -12.71% | - |
Maximum loss | -3.89% | -3.95% | -18.39% | - | - |
Outperformance | - | - | - | - | - |
All quotes in CHF
Tranches
Performance
YTD | +13.36% | ||
---|---|---|---|
6 Months | +22.49% | ||
1 Year | +13.65% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | -5.06% | ||
Year | |||
2023 | +5.25% | ||
2022 | -20.12% |