JPM Climate Change Solutions I (acc) - EUR/ LU2394010073 /
| NAV2024-05-10 | Chg.+1.1200 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 100.0500EUR | +1.13% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -11.91 | -1.66 | 5.11 | -4.46 | -2.87 | -10.58 | 16.19 | -1.75 | -7.90 | 6.67 | 3.60 | -4.97 | -16.57% |
| 2023 | 5.32 | -0.09 | 0.16 | -3.94 | 2.11 | 3.14 | 1.06 | -3.52 | -4.42 | -8.00 | 7.82 | 7.75 | +6.20% |
| 2024 | -0.75 | 5.52 | 4.59 | -0.05 | 3.85 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.17% | 11.58% | 12.66% | -% | -% |
| Sharpe ratio | 3.28 | 5.29 | 1.09 | - | - |
| Best month | +7.75% | +7.82% | +7.82% | +16.19% | - |
| Worst month | -0.75% | -0.75% | -8.00% | -11.91% | - |
| Maximum loss | -3.62% | -3.62% | -16.71% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Tranches
Performance
| YTD | +13.69% | ||
|---|---|---|---|
| 6 Months | +28.20% | ||
| 1 Year | +17.60% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +0.05% | ||
| Year | |||
| 2023 | +6.20% | ||
| 2022 | -16.57% | ||
