JPM Climate Change Solutions D (acc) - EUR (hedged)/ LU2394010313 /
NAV2024-05-10 | Chg.+1.1400 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
94.5100EUR | +1.22% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | -12.69 | -1.60 | 4.21 | -6.72 | -2.28 | -11.78 | 14.37 | -2.40 | -8.90 | 7.61 | 5.25 | -4.21 | -20.58% |
2023 | 5.79 | -0.72 | 0.94 | -3.29 | 0.55 | 4.42 | 0.95 | -4.12 | -5.74 | -7.93 | 8.81 | 7.76 | +6.03% |
2024 | -1.50 | 5.54 | 4.51 | -0.30 | 4.04 | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 13.04% | 12.65% | 13.50% | -% | -% |
Sharpe ratio | 2.79 | 4.78 | 0.86 | - | - |
Best month | +7.76% | +8.81% | +8.81% | +14.37% | - |
Worst month | -1.50% | -1.50% | -7.93% | -12.69% | - |
Maximum loss | -3.71% | -3.88% | -18.28% | - | - |
Outperformance | - | - | - | - | - |
All quotes in EUR
Tranches
Performance
YTD | +12.70% | ||
---|---|---|---|
6 Months | +27.92% | ||
1 Year | +15.40% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | -5.49% | ||
Year | |||
2023 | +6.03% | ||
2022 | -20.58% |