JPM Climate Change Solutions X (acc) - EUR/ LU2394010230 /
| NAV2024-05-10 | Chg.+1.1500 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 101.9800EUR | +1.14% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -11.87 | -1.59 | 5.18 | -4.39 | -2.80 | -10.51 | 16.27 | -1.69 | -7.84 | 6.75 | 3.66 | -4.89 | -15.89% |
| 2023 | 5.40 | -0.03 | 0.23 | -3.89 | 2.18 | 3.21 | 1.14 | -3.46 | -4.35 | -7.94 | 7.88 | 7.84 | +7.06% |
| 2024 | -0.69 | 5.58 | 4.65 | 0.01 | 3.88 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.16% | 11.58% | 12.67% | -% | -% |
| Sharpe ratio | 3.37 | 5.40 | 1.16 | - | - |
| Best month | +7.84% | +7.88% | +7.88% | +16.27% | - |
| Worst month | -0.69% | -0.69% | -7.94% | -11.87% | - |
| Maximum loss | -3.61% | -3.61% | -16.48% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Tranches
Performance
| YTD | +14.00% | ||
|---|---|---|---|
| 6 Months | +28.70% | ||
| 1 Year | +18.53% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +1.98% | ||
| Year | |||
| 2023 | +7.06% | ||
| 2022 | -15.89% | ||
