JPM Climate Change Solutions I (acc) - JP/ LU2457787757 /
NAV2024-05-10 | Chg.+186.0000 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
14,033.0000JPY | +1.34% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | - | - | - | - | -2.25 | -8.17 | 11.92 | 0.07 | -6.60 | 11.48 | 1.89 | -7.45 | - |
2023 | 5.32 | 3.15 | -0.19 | -0.64 | 2.00 | 8.70 | 0.70 | -2.62 | -4.81 | -6.55 | 8.81 | 4.30 | +18.26% |
2024 | 1.11 | 7.23 | 5.36 | 3.13 | 3.48 | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 14.35% | 14.39% | 15.21% | -% | -% |
Sharpe ratio | 4.97 | 5.18 | 1.97 | - | - |
Best month | +7.23% | +8.81% | +8.81% | +11.92% | - |
Worst month | +1.11% | +1.11% | -6.55% | -8.17% | - |
Maximum loss | -2.87% | -3.22% | -15.41% | - | - |
Outperformance | - | - | - | - | - |
All quotes in JPY
Tranches
Performance
YTD | +21.91% | ||
---|---|---|---|
6 Months | +33.23% | ||
1 Year | +33.84% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | +40.33% | ||
Year | |||
2023 | +18.26% |