JPM Climate Change Solutions I (acc) - EUR (hedged)/ LU2394009810 /
| NAV2024-05-10 | Chg.+1.1800 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 97.9900EUR | +1.22% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -12.56 | -1.49 | 4.35 | -6.61 | -2.15 | -11.68 | 14.51 | -2.27 | -8.79 | 7.77 | 5.38 | -4.11 | -19.37% |
| 2023 | 5.94 | -0.61 | 1.08 | -3.19 | 0.69 | 4.55 | 1.08 | -4.00 | -5.62 | -7.82 | 8.93 | 7.90 | +7.62% |
| 2024 | -1.38 | 5.68 | 4.63 | -0.16 | 4.09 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.01% | 12.63% | 13.49% | -% | -% |
| Sharpe ratio | 2.97 | 4.99 | 0.99 | - | - |
| Best month | +7.90% | +8.93% | +8.93% | +14.51% | - |
| Worst month | -1.38% | -1.38% | -7.82% | -12.56% | - |
| Maximum loss | -3.60% | -3.80% | -17.99% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Tranches
Performance
| YTD | +13.32% | ||
|---|---|---|---|
| 6 Months | +28.88% | ||
| 1 Year | +17.14% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -2.01% | ||
| Year | |||
| 2023 | +7.62% | ||
| 2022 | -19.37% | ||
