JPMorgan Funds - Climate Change Solutions Fund X (acc) - USD/ LU2394011808 /
| NAV9/25/2024 | Chg.+0.4800 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 105.7200USD | +0.46% | 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 | 5.78 | -2.09 | 2.97 | 2.92 | 3.65 | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 15.63% | 16.58% | 16.00% | -% | -% |
| Sharpe ratio | 1.66 | 1.44 | 2.07 | - | - |
| Best month | +9.41% | +5.78% | +10.98% | +13.43% | - |
| Worst month | -2.38% | -2.09% | -7.74% | -13.06% | - |
| Maximum loss | -7.74% | -7.74% | -8.83% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| JPMorgan Funds - Climate Change ... | paying dividend | 102.5500 | +28.46% | - | |
| JPMorgan Funds - Climate Change ... | paying dividend | 101.0000 | +30.62% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 105.3000 | +28.67% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 103.9900 | +30.85% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 104.5300 | +36.00% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 106.8600 | +29.40% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 105.7200 | +36.48% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 14,092.0000 | +31.43% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 1,294.8700 | +24.44% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 98.1300 | +27.26% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 99.7200 | +27.99% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 102.5800 | +23.68% | - | |
| JPMorgan Funds - Climate Change ... | paying dividend | 100.3500 | +23.67% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 124.1000 | +26.52% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 98.9300 | +28.63% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 99.4400 | +33.58% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 100.4400 | +26.56% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 98.9300 | +28.63% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 104.5900 | +28.46% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 103.1900 | +30.62% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 103.6600 | +35.66% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 104.8000 | +28.49% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 103.2800 | +30.64% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 103.9100 | +35.79% | - | |
| JPMorgan Funds - Climate Change ... | paying dividend | 101.2100 | +28.47% | - | |
| JPMorgan Funds - Climate Change ... | paying dividend | 100.9900 | +30.62% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 103.2100 | +27.80% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 101.7100 | +29.93% | - | |
| JPMorgan Funds - Climate Change ... | reinvestment | 102.2300 | +34.92% | - | |
| JPMorgan Funds - Climate Change ... | paying dividend | 102.8500 | +27.80% | - | |
| JPMorgan Funds - Climate Change ... | paying dividend | 101.3900 | +34.89% | - |
Performance
| YTD | +20.73% | ||
|---|---|---|---|
| 6 Months | +12.96% | ||
| 1 Year | +36.48% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +5.72% | ||
| Year | |||
| 2023 | +10.78% | ||
| 2022 | -20.73% | ||
