JPM Climate Change Solutions D (acc) - EUR/ LU2433692824 /
| NAV5/23/2024 | Chg.+0.3200 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 120.1800EUR | +0.27% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | 4.97 | -4.56 | -3.00 | -10.68 | 16.07 | -1.90 | -8.01 | 6.56 | 3.47 | -5.06 | - |
| 2023 | 5.18 | -0.20 | 0.03 | -4.05 | 1.99 | 3.02 | 0.94 | -3.64 | -4.53 | -8.12 | 7.68 | 7.63 | +4.68% |
| 2024 | -0.89 | 5.40 | 4.47 | -0.19 | 4.46 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.87% | 11.42% | 12.58% | -% | -% |
| Sharpe ratio | 2.99 | 4.33 | 0.83 | - | - |
| Best month | +7.63% | +7.68% | +7.68% | +16.07% | - |
| Worst month | -0.89% | -0.89% | -8.12% | -10.68% | - |
| Maximum loss | -3.66% | -3.66% | -17.16% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Tranches
Performance
| YTD | +13.77% | ||
|---|---|---|---|
| 6 Months | +23.43% | ||
| 1 Year | +14.25% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +20.18% | ||
| Year | |||
| 2023 | +4.68% | ||
