JPM Climate Change Solutions S2/ LU2525743105 /
| NAV2024-04-25 | Chg.-14.7000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 1,193.7800SEK | -1.22% | 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 | -1.67 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.69% | 10.36% | 11.46% | -% | -% |
| Sharpe ratio | 3.96 | 4.77 | 0.92 | - | - |
| Best month | +7.69% | +7.69% | +7.69% | - | - |
| Worst month | -1.67% | -5.76% | -6.80% | - | - |
| Maximum loss | -2.68% | -2.68% | -15.76% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in SEK
Tranches
Performance
| YTD | +11.63% | ||
|---|---|---|---|
| 6 Months | +23.75% | ||
| 1 Year | +14.46% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| Since start | +19.38% | ||
| Year | |||
| 2023 | +6.69% | ||
