JPM Climate Change Solutions X (acc) - USD/ LU2394011808 /
| NAV2024-05-10 | Chg.+1.2800 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 97.2400USD | +1.33% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | -13.06 | -1.29 | 3.96 | -9.22 | -1.16 | -12.97 | 13.43 | -3.20 | -9.96 | 8.01 | 8.87 | -2.13 | -20.73% |
| 2023 | 6.97 | -1.99 | 2.63 | -2.99 | -0.78 | 5.54 | 2.23 | -5.12 | -6.75 | -7.74 | 10.98 | 9.41 | +10.78% |
| 2024 | -2.38 | 5.25 | 4.16 | -0.84 | 4.64 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 14.77% | 14.87% | 15.43% | -% | -% |
| Sharpe ratio | 2.08 | 4.44 | 0.81 | - | - |
| Best month | +9.41% | +10.98% | +10.98% | +13.43% | - |
| Worst month | -2.38% | -2.38% | -7.74% | -13.06% | - |
| Maximum loss | -4.49% | -5.28% | -20.22% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Tranches
Performance
| YTD | +11.04% | ||
|---|---|---|---|
| 6 Months | +30.03% | ||
| 1 Year | +16.23% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -2.76% | ||
| Year | |||
| 2023 | +10.78% | ||
| 2022 | -20.73% | ||
