JPM Climate Change Solutions I (acc) - USD/ LU2394009737 /
| NAV22/05/2024 | Chg.+0.7400 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 96.3800USD | +0.77% | 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 | 3.89 | -9.27 | -1.23 | -13.01 | 13.38 | -3.29 | -9.99 | 7.94 | 8.80 | -2.21 | -21.33% |
| 2023 | 6.89 | -2.05 | 2.57 | -3.05 | -0.83 | 5.47 | 2.17 | -5.18 | -6.79 | -7.78 | 10.93 | 9.34 | +9.97% |
| 2024 | -2.45 | 5.19 | 4.12 | -0.90 | 5.53 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 14.36% | 14.22% | 15.34% | -% | -% |
| Sharpe ratio | 2.05 | 3.45 | 0.78 | - | - |
| Best month | +9.34% | +10.93% | +10.93% | +13.38% | - |
| Worst month | -2.45% | -2.45% | -7.78% | -13.12% | - |
| Maximum loss | -4.53% | -5.32% | -20.35% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Tranches
Performance
| YTD | +11.74% | ||
|---|---|---|---|
| 6 Months | +23.44% | ||
| 1 Year | +15.86% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -3.62% | ||
| Year | |||
| 2023 | +9.97% | ||
| 2022 | -21.33% | ||
