JPM Climate Change Solutions A (acc) - CHF (hedged)/ LU2394011634 /
| NAV5/24/2024 | Chg.+0.2000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 95.1400CHF | +0.21% | 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 | 5.17 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.66% | 12.25% | 13.39% | -% | -% |
| Sharpe ratio | 2.74 | 3.87 | 0.91 | - | - |
| 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 | +13.60% | ||
|---|---|---|---|
| 6 Months | +22.75% | ||
| 1 Year | +16.01% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -4.86% | ||
| Year | |||
| 2023 | +5.25% | ||
| 2022 | -20.12% | ||
