JPM Climate Change Solutions C (acc) - EUR (hedged)/ LU2394010404 /
| NAV5/22/2024 | Chg.+0.8400 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 98.7900EUR | +0.86% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -12.57 | -1.48 | 4.33 | -6.60 | -2.15 | -11.67 | 14.51 | -2.27 | -8.78 | 7.75 | 5.39 | -4.09 | -19.34% |
| 2023 | 5.93 | -0.60 | 1.08 | -3.18 | 0.69 | 4.56 | 1.08 | -3.99 | -5.61 | -7.81 | 8.95 | 7.90 | +7.69% |
| 2024 | -1.37 | 5.68 | 4.62 | -0.16 | 4.83 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.69% | 12.25% | 13.42% | -% | -% |
| Sharpe ratio | 2.91 | 4.11 | 0.92 | - | - |
| Best month | +7.90% | +8.95% | +8.95% | +14.51% | - |
| Worst month | -1.37% | -1.37% | -7.81% | -12.57% | - |
| Maximum loss | -3.59% | -3.80% | -17.97% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Tranches
Performance
| YTD | +14.13% | ||
|---|---|---|---|
| 6 Months | +23.94% | ||
| 1 Year | +16.20% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -1.21% | ||
| Year | |||
| 2023 | +7.69% | ||
| 2022 | -19.34% | ||
