JPMorgan Funds - Europe Equity Fund X (acc) - EUR/ LU0143811718 /
| NAV19.09.2024 | Diff.+0,5800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 44,8600EUR | +1,31% | thesaurierend | Aktien Europa | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2004 | - | - | - | - | - | - | - | - | - | 0,80 | 2,57 | 1,64 | - |
| 2005 | 3,32 | 4,78 | -0,61 | -2,91 | 4,64 | 4,26 | 3,42 | 0,32 | 4,66 | -3,22 | 4,68 | 4,24 | +30,67% |
| 2006 | 4,72 | 2,71 | 2,30 | 1,78 | -5,13 | 0,75 | 1,90 | 2,60 | 1,56 | 3,77 | 0,43 | 3,74 | +22,89% |
| 2007 | 1,72 | -1,40 | 2,54 | 4,14 | 2,71 | -1,61 | -3,99 | -1,71 | -0,17 | 3,48 | -6,50 | -1,80 | -3,13% |
| 2008 | -13,68 | 1,77 | -3,75 | 6,43 | 1,70 | -9,87 | -2,59 | 0,61 | -14,27 | -16,92 | -6,36 | -4,53 | -48,53% |
| 2009 | -1,30 | -9,98 | 0,27 | 15,71 | 5,41 | 0,00 | 7,53 | 4,97 | 2,71 | 0,09 | -0,09 | 5,46 | +32,86% |
| 2010 | -2,05 | -1,82 | 8,17 | -0,26 | -4,65 | -0,72 | 5,45 | -2,07 | 6,51 | 1,98 | -0,41 | 6,35 | +16,70% |
| 2011 | 1,84 | 2,48 | -2,49 | 2,93 | -0,29 | -3,22 | -3,41 | -12,15 | -5,53 | 10,39 | -2,82 | 2,46 | -10,94% |
| 2012 | 4,12 | 4,29 | -0,63 | -0,08 | -5,90 | 5,17 | 4,99 | 1,76 | 1,58 | 1,41 | 1,90 | 1,29 | +21,22% |
| 2013 | 4,89 | 1,28 | 3,07 | 1,62 | 3,18 | -5,25 | 5,80 | -1,23 | 3,49 | 5,12 | 1,72 | 1,46 | +27,64% |
| 2014 | -1,17 | 6,57 | 0,05 | 0,32 | 2,15 | 0,10 | -1,39 | 1,46 | 0,77 | -1,12 | 2,89 | -1,30 | +9,44% |
| 2015 | 8,42 | 6,18 | 2,38 | -0,26 | 2,59 | -4,67 | 4,06 | -7,51 | -3,26 | 7,49 | 3,35 | -3,33 | +14,97% |
| 2016 | -7,41 | -2,76 | 1,47 | 1,84 | 4,03 | -7,02 | 3,24 | 0,90 | 0,47 | 0,19 | 1,73 | 4,64 | +0,44% |
| 2017 | 0,92 | 2,00 | 3,67 | 2,68 | 1,20 | -1,62 | -0,24 | -0,57 | 3,37 | 2,99 | -2,17 | 1,44 | +14,32% |
| 2018 | 2,23 | -2,97 | -3,02 | 3,48 | 1,00 | -1,03 | 2,09 | -2,12 | 0,73 | -5,79 | -2,40 | -5,18 | -12,68% |
| 2019 | 7,48 | 4,18 | 1,93 | 2,70 | -4,24 | 4,55 | -0,60 | -1,32 | 3,21 | 1,00 | 3,15 | 2,42 | +26,76% |
| 2020 | -0,94 | -9,85 | -16,84 | 8,93 | 3,30 | 3,20 | 0,97 | 2,11 | -0,98 | -6,74 | 15,69 | 3,36 | -1,81% |
| 2021 | -0,28 | 3,58 | 6,95 | 2,56 | 3,15 | 1,69 | 2,50 | 1,83 | -2,99 | 4,29 | -1,35 | 5,63 | +30,76% |
| 2022 | -3,65 | -5,00 | 3,43 | -0,26 | -2,09 | -8,54 | 8,22 | -3,43 | -5,94 | 6,15 | 6,93 | -2,81 | -8,30% |
| 2023 | 5,99 | 2,20 | -0,49 | 1,94 | -1,40 | 2,67 | 1,38 | -0,99 | -0,79 | -3,57 | 5,99 | 3,57 | +17,25% |
| 2024 | 2,62 | 2,06 | 4,06 | -0,42 | 3,41 | -0,45 | 0,34 | 1,55 | -0,88 | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11,49% | 12,53% | 10,93% | 14,30% | 17,09% |
| Sharpe Ratio | 1,30 | 0,64 | 1,41 | 0,45 | 0,43 |
| Bester Monat | +4,06% | +4,06% | +5,99% | +8,22% | +15,69% |
| Schlechtester Monat | -0,88% | -0,88% | -3,57% | -8,54% | -16,84% |
| Maximaler Verlust | -8,27% | -8,27% | -8,27% | -18,81% | -37,58% |
| Outperformance | +3,52% | - | +4,22% | +13,04% | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPMorgan Funds - Europe Equity F... | thesaurierend | 44,8600 | +18,93% | +32,72% | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 125,3600 | +18,39% | - | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 23,2900 | +21,43% | +19,07% | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 16,1700 | +17,09% | +27,12% | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 298,7700 | +17,65% | +29,24% | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 196,3900 | +18,33% | +30,73% | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 40,3900 | +18,27% | +30,54% | |
| JPMorgan Funds - Europe Equity F... | ausschüttend | 223,5500 | +23,08% | +23,96% | |
| JPMorgan Funds - Europe Equity F... | ausschüttend | 192,7700 | +18,28% | +30,57% | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 266,5600 | +23,07% | +23,95% | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 359,7800 | +19,25% | +34,57% | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 29,9200 | +17,70% | +28,58% | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 31,8300 | +22,38% | +21,95% | |
| JPMorgan Funds - Europe Equity F... | ausschüttend | 64,4400 | +22,35% | +21,77% | |
| JPMorgan Funds - Europe Equity F... | ausschüttend | 71,2900 | +17,66% | +28,54% | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 337,8200 | +18,53% | +32,41% | |
| JPMorgan Funds - Europe Equity F... | thesaurierend | 21,5600 | +16,73% | +25,57% |
Performance
| lfd. Jahr | +12,83% | ||
|---|---|---|---|
| 6 Monate | +5,63% | ||
| 1 Jahr | +18,93% | ||
| 3 Jahre | +32,72% | ||
| 5 Jahre | +67,26% | ||
| 10 Jahre | +123,96% | ||
| seit Beginn | +348,60% | ||
| Jahr | |||
| 2023 | +17,25% | ||
| 2022 | -8,30% | ||
| 2021 | +30,76% | ||
| 2020 | -1,81% | ||
| 2019 | +26,76% | ||
| 2018 | -12,68% | ||
| 2017 | +14,32% | ||
| 2016 | +0,44% | ||
| 2015 | +14,97% | ||
