JPM Climate Change Solutions I2 (acc) - USD/ LU2394009497 /
| NAV2024-05-10 | Chg.+1.2600 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 96.2800USD | +1.33% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -13.10 | -1.32 | 3.92 | -9.24 | -1.20 | -13.01 | 13.39 | -3.25 | -10.00 | 7.94 | 8.84 | -2.16 | -21.11% |
| 2023 | 6.92 | -2.01 | 2.60 | -3.02 | -0.79 | 5.51 | 2.20 | -5.14 | -6.77 | -7.79 | 10.96 | 9.36 | +10.36% |
| 2024 | -2.40 | 5.22 | 4.14 | -0.87 | 4.63 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 14.76% | 14.86% | 15.42% | -% | -% |
| Sharpe ratio | 2.05 | 4.41 | 0.78 | - | - |
| Best month | +9.36% | +10.96% | +10.96% | +13.39% | - |
| Worst month | -2.40% | -2.40% | -7.79% | -13.10% | - |
| Maximum loss | -4.51% | -5.29% | -20.28% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Tranches
Performance
| YTD | +10.92% | ||
|---|---|---|---|
| 6 Months | +29.83% | ||
| 1 Year | +15.85% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -3.72% | ||
| Year | |||
| 2023 | +10.36% | ||
| 2022 | -21.11% | ||
