JPM Climate Change Solutions T (acc) - EUR (hedged)/ LU2403391290 /
| NAV2024-05-10 | Chg.+1.1300 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 94.5100EUR | +1.21% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -12.68 | -1.61 | 4.21 | -6.71 | -2.28 | -11.79 | 14.37 | -2.40 | -8.90 | 7.61 | 5.26 | -4.23 | -20.58% |
| 2023 | 5.80 | -0.73 | 0.95 | -3.30 | 0.55 | 4.43 | 0.94 | -4.12 | -5.73 | -7.94 | 8.81 | 7.77 | +6.04% |
| 2024 | -1.51 | 5.56 | 4.50 | -0.30 | 4.04 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.02% | 12.64% | 13.50% | -% | -% |
| Sharpe ratio | 2.80 | 4.79 | 0.86 | - | - |
| Best month | +7.77% | +8.81% | +8.81% | +14.37% | - |
| Worst month | -1.51% | -1.51% | -7.94% | -12.68% | - |
| Maximum loss | -3.71% | -3.89% | -18.28% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Tranches
Performance
| YTD | +12.69% | ||
|---|---|---|---|
| 6 Months | +27.92% | ||
| 1 Year | +15.40% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -5.49% | ||
| Year | |||
| 2023 | +6.04% | ||
| 2022 | -20.58% | ||
