JPM Climate Change Solutions A (acc) - EUR/ LU2394008846 /
| NAV2024-05-10 | Chg.+1.1100 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 98.9500EUR | +1.13% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -11.95 | -1.69 | 5.06 | -4.50 | -2.91 | -10.61 | 16.17 | -1.81 | -7.93 | 6.64 | 3.56 | -4.99 | -16.94% |
| 2023 | 5.29 | -0.13 | 0.12 | -3.97 | 2.06 | 3.11 | 1.03 | -3.55 | -4.46 | -8.04 | 7.78 | 7.71 | +5.72% |
| 2024 | -0.79 | 5.48 | 4.55 | -0.10 | 3.84 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.19% | 11.60% | 12.67% | -% | -% |
| Sharpe ratio | 3.22 | 5.20 | 1.04 | - | - |
| Best month | +7.71% | +7.78% | +7.78% | +16.17% | - |
| Worst month | -0.79% | -0.79% | -8.04% | -11.95% | - |
| Maximum loss | -3.64% | -3.64% | -16.84% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Tranches
Performance
| YTD | +13.49% | ||
|---|---|---|---|
| 6 Months | +27.88% | ||
| 1 Year | +17.03% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -1.05% | ||
| Year | |||
| 2023 | +5.72% | ||
| 2022 | -16.94% | ||
