JPM Climate Change Solutions C (acc) - CHF (hedged)/ LU2394010586 /
NAV5/24/2024 | Chg.+0.2000 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
96.5000CHF | +0.21% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | -12.67 | -1.49 | 4.33 | -6.63 | -2.17 | -11.63 | 14.23 | -2.28 | -8.60 | 7.88 | 5.21 | -4.21 | -19.64% |
2023 | 5.87 | -0.57 | 1.02 | -3.27 | 0.50 | 4.34 | 0.89 | -4.17 | -5.76 | -7.89 | 8.71 | 7.59 | +5.88% |
2024 | -1.55 | 5.57 | 4.53 | -0.40 | 5.20 | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 12.66% | 12.26% | 13.39% | -% | -% |
Sharpe ratio | 2.80 | 3.93 | 0.96 | - | - |
Best month | +7.59% | +8.71% | +8.71% | +14.23% | - |
Worst month | -1.55% | -1.55% | -7.89% | -12.67% | - |
Maximum loss | -3.84% | -3.93% | -18.26% | - | - |
Outperformance | - | - | - | - | - |
All quotes in CHF
Tranches
Performance
YTD | +13.84% | ||
---|---|---|---|
6 Months | +23.07% | ||
1 Year | +16.67% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | -3.50% | ||
Year | |||
2023 | +5.88% | ||
2022 | -19.64% |