JPM Climate Change Solutions T (acc) - EUR/ LU2403391373 /
| NAV5/23/2024 | Chg.+0.2600 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 97.2500EUR | +0.27% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -12.03 | -1.76 | 4.97 | -4.57 | -3.00 | -10.67 | 16.05 | -1.89 | -8.00 | 6.55 | 3.47 | -5.06 | -17.75% |
| 2023 | 5.19 | -0.20 | 0.04 | -4.05 | 1.98 | 3.03 | 0.94 | -3.63 | -4.52 | -8.12 | 7.69 | 7.63 | +4.72% |
| 2024 | -0.89 | 5.39 | 4.47 | -0.18 | 4.46 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.87% | 11.43% | 12.58% | -% | -% |
| Sharpe ratio | 3.00 | 4.32 | 0.83 | - | - |
| Best month | +7.63% | +7.69% | +7.69% | +16.05% | - |
| Worst month | -0.89% | -0.89% | -8.12% | -12.03% | - |
| Maximum loss | -3.66% | -3.66% | -17.15% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Tranches
Performance
| YTD | +13.78% | ||
|---|---|---|---|
| 6 Months | +23.43% | ||
| 1 Year | +14.28% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -2.75% | ||
| Year | |||
| 2023 | +4.72% | ||
| 2022 | -17.75% | ||
