JPM Climate Change Solutions A (acc) - EUR (hedged)/ LU2394011550 /
| NAV2024-05-10 | Chg.+1.1700 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 96.8000EUR | +1.22% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -12.62 | -1.53 | 4.29 | -6.64 | -2.19 | -11.71 | 14.46 | -2.32 | -8.82 | 7.70 | 5.35 | -4.14 | -19.79% |
| 2023 | 5.89 | -0.65 | 1.03 | -3.23 | 0.64 | 4.51 | 1.03 | -4.04 | -5.66 | -7.85 | 8.89 | 7.86 | +7.11% |
| 2024 | -1.43 | 5.64 | 4.58 | -0.21 | 4.07 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.02% | 12.64% | 13.49% | -% | -% |
| Sharpe ratio | 2.91 | 4.91 | 0.94 | - | - |
| Best month | +7.86% | +8.89% | +8.89% | +14.46% | - |
| Worst month | -1.43% | -1.43% | -7.85% | -12.62% | - |
| Maximum loss | -3.64% | -3.83% | -18.08% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Tranches
Performance
| YTD | +13.10% | ||
|---|---|---|---|
| 6 Months | +28.55% | ||
| 1 Year | +16.56% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -3.20% | ||
| Year | |||
| 2023 | +7.11% | ||
| 2022 | -19.79% | ||
