JPM Climate Change Solutions C (acc) - USD/ LU2394011717 /
| NAV2024-05-10 | Chg.+1.2600 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 95.7100USD | +1.33% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -13.12 | -1.35 | 3.90 | -9.27 | -1.22 | -13.03 | 13.38 | -3.28 | -10.00 | 7.92 | 8.82 | -2.18 | -21.31% |
| 2023 | 6.90 | -2.03 | 2.58 | -3.03 | -0.83 | 5.49 | 2.19 | -5.17 | -6.80 | -7.78 | 10.93 | 9.36 | +10.11% |
| 2024 | -2.43 | 5.20 | 4.12 | -0.90 | 4.62 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 14.77% | 14.88% | 15.43% | -% | -% |
| Sharpe ratio | 2.02 | 4.37 | 0.76 | - | - |
| Best month | +9.36% | +10.93% | +10.93% | +13.38% | - |
| Worst month | -2.43% | -2.43% | -7.78% | -13.12% | - |
| Maximum loss | -4.55% | -5.30% | -20.34% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Tranches
Performance
| YTD | +10.80% | ||
|---|---|---|---|
| 6 Months | +29.65% | ||
| 1 Year | +15.55% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -4.29% | ||
| Year | |||
| 2023 | +10.11% | ||
| 2022 | -21.31% | ||
