JPMorgan Funds - Europe Equity Fund A (acc) - EUR/ LU0210530746 /
| NAV07.06.2024 | Diff.-0,0600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 30,2500EUR | -0,20% | thesaurierend | Aktien Europa | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2005 | - | - | - | -3,10 | 4,44 | 4,15 | 3,32 | 0,09 | 4,59 | -3,42 | 4,54 | 4,08 | - |
| 2006 | 4,59 | 2,55 | 2,10 | 1,68 | -5,32 | 0,63 | 1,81 | 2,40 | 1,36 | 3,65 | 0,29 | 3,58 | +20,70% |
| 2007 | 1,52 | -1,43 | 2,35 | 3,98 | 2,53 | -1,71 | -4,19 | -1,82 | -0,34 | 3,30 | -6,65 | -1,92 | -4,84% |
| 2008 | -13,81 | 1,60 | -3,90 | 6,30 | 1,54 | -10,00 | -2,67 | 0,37 | -14,38 | -17,11 | -6,41 | -4,66 | -49,42% |
| 2009 | -1,44 | -10,20 | 0,16 | 15,56 | 5,47 | -0,27 | 7,33 | 4,84 | 2,61 | -0,12 | -0,23 | 5,33 | +30,60% |
| 2010 | -2,20 | -1,91 | 8,03 | -0,42 | -4,80 | -0,90 | 5,31 | -2,15 | 6,25 | 1,86 | -0,51 | 6,21 | +14,74% |
| 2011 | 1,63 | 2,36 | -2,67 | 2,84 | -0,46 | -3,33 | -3,64 | -12,31 | -5,66 | 10,32 | -2,94 | 2,24 | -12,56% |
| 2012 | 4,06 | 4,11 | -0,81 | -0,20 | -6,03 | 5,01 | 4,77 | 1,68 | 1,46 | 1,25 | 1,70 | 1,21 | +19,19% |
| 2013 | 4,69 | 1,14 | 2,95 | 1,35 | 3,08 | -5,33 | 5,63 | -1,45 | 3,44 | 4,91 | 1,59 | 1,34 | +25,39% |
| 2014 | -1,39 | 6,47 | -0,14 | 0,14 | 2,10 | -0,07 | -1,58 | 1,32 | 0,69 | -1,30 | 2,70 | -1,41 | +7,48% |
| 2015 | 8,26 | 5,99 | 2,26 | -0,41 | 2,51 | -4,79 | 3,95 | -7,60 | -3,36 | 7,41 | 3,24 | -3,37 | +13,45% |
| 2016 | -7,52 | -2,86 | 1,41 | 1,72 | 3,90 | -7,06 | 3,16 | 0,78 | 0,39 | 0,13 | 1,61 | 4,50 | -0,72% |
| 2017 | 0,85 | 1,92 | 3,60 | 2,56 | 1,11 | -1,70 | -0,39 | -0,62 | 3,27 | 2,84 | -2,23 | 1,41 | +13,15% |
| 2018 | 2,09 | -3,04 | -3,14 | 3,41 | 0,92 | -1,12 | 1,95 | -2,18 | 0,65 | -5,88 | -2,52 | -5,23 | -13,66% |
| 2019 | 7,38 | 4,04 | 1,89 | 2,56 | -4,30 | 4,44 | -0,69 | -1,45 | 3,15 | 0,90 | 3,08 | 2,33 | +25,37% |
| 2020 | -1,04 | -9,95 | -16,88 | 8,82 | 3,19 | 3,15 | 0,87 | 2,00 | -1,07 | -6,80 | 15,56 | 3,26 | -2,87% |
| 2021 | -0,36 | 3,48 | 6,87 | 2,45 | 3,07 | 1,58 | 2,41 | 1,77 | -3,10 | 4,18 | -1,43 | 5,53 | +29,34% |
| 2022 | -3,74 | -5,07 | 3,36 | -0,38 | -2,18 | -8,64 | 8,15 | -3,51 | -6,01 | 6,06 | 6,80 | -2,87 | -9,26% |
| 2023 | 5,86 | 2,13 | -0,60 | 1,86 | -1,47 | 2,58 | 1,26 | -1,05 | -0,90 | -3,63 | 5,86 | 3,49 | +15,97% |
| 2024 | 2,54 | 1,93 | 3,97 | -0,52 | 3,32 | 1,34 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9,56% | 9,09% | 9,94% | 14,06% | 17,00% |
| Sharpe Ratio | 3,11 | 3,25 | 1,60 | 0,39 | 0,39 |
| Bester Monat | +3,97% | +3,97% | +5,86% | +8,15% | +15,56% |
| Schlechtester Monat | -0,52% | -0,52% | -3,63% | -8,64% | -16,88% |
| Maximaler Verlust | -2,62% | -2,62% | -6,00% | -19,46% | -37,64% |
| Outperformance | +2,92% | - | +3,58% | +8,36% | +14,41% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPMorgan Funds - Europe Equity F... | thesaurierend | 22,9500 | +19,53% | +12,78% | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 45,2200 | +20,94% | +34,42% | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 16,4300 | +19,67% | +29,27% | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 302,8800 | +20,25% | +31,07% | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 126,5100 | +20,34% | - | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 198,2500 | +20,32% | +32,37% | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 40,7800 | +20,26% | +32,23% | |
| JPMorgan Funds - Europe Equity F... | ausschüttend | 225,0800 | +21,19% | +17,43% | |
| JPMorgan Funds - Europe Equity F... | ausschüttend | 199,3000 | +20,27% | +32,21% | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 261,7300 | +21,19% | +17,43% | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 363,3500 | +21,90% | +36,49% | |
| JPMorgan Funds - Europe Equity F... | ausschüttend | 64,6500 | +20,46% | +15,34% | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 30,2500 | +19,66% | +30,16% | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 31,3100 | +20,52% | +15,58% | |
| JPMorgan Funds - Europe Equity F... | ausschüttend | 73,5400 | +19,64% | +30,15% | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 341,7500 | +21,13% | +34,26% | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 21,8500 | +18,69% | +27,11% |
Performance
| lfd. Jahr | +13,21% | ||
|---|---|---|---|
| 6 Monate | +15,41% | ||
| 1 Jahr | +19,66% | ||
| 3 Jahre | +30,16% | ||
| 5 Jahre | +63,87% | ||
| 10 Jahre | +103,84% | ||
| seit Beginn | +202,50% | ||
| Jahr | |||
| 2023 | +15,97% | ||
| 2022 | -9,26% | ||
| 2021 | +29,34% | ||
| 2020 | -2,87% | ||
| 2019 | +25,37% | ||
| 2018 | -13,66% | ||
| 2017 | +13,15% | ||
| 2016 | -0,72% | ||
| 2015 | +13,45% | ||
