JPMorgan Funds - Climate Change Solutions Fund S2 (acc) - SEK/ LU2525743105 /
| NAV2024-06-06 | Chg.+7.2700 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 1,246.3700SEK | +0.59% | reinvestment | Equity Worldwide | JPMorgan AM (EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | - | - | -4.61 | 5.48 | 3.68 | -3.25 | - |
| 2023 | 7.77 | -2.63 | 1.89 | -3.16 | 4.36 | 4.68 | -0.60 | -1.33 | -6.80 | -5.76 | 4.56 | 4.72 | +6.69% |
| 2024 | 0.26 | 5.15 | 7.69 | 2.00 | 1.29 | -0.63 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.25% | 10.47% | 11.25% | -% | -% |
| Sharpe ratio | 3.84 | 3.88 | 0.67 | - | - |
| Best month | +7.69% | +7.69% | +7.69% | - | - |
| Worst month | -0.63% | -0.63% | -6.80% | - | - |
| Maximum loss | -3.07% | -3.07% | -15.76% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in SEK
Tranches
Performance
| YTD | +16.55% | ||
|---|---|---|---|
| 6 Months | +20.13% | ||
| 1 Year | +11.27% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +24.64% | ||
| Year | |||
| 2023 | +6.69% | ||
