JPMorgan Investment Funds - Europe Select Equity Fund C (acc) - USD/ LU1303370313 /
| NAV07.06.2024 | Diff.-1.0900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 209.0100USD | -0.52% | thesaurierend | Aktien Europa | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | - | - | - | - | - | -1.32 | -2.38 | - |
| 2016 | -8.11 | -2.17 | 7.61 | 2.89 | 0.25 | -7.50 | 5.07 | 1.28 | -0.56 | -2.40 | -1.02 | 5.73 | -0.23% |
| 2017 | 2.70 | 0.28 | 4.09 | 4.37 | 4.61 | -0.62 | 2.41 | -0.28 | 2.33 | 1.23 | 1.67 | 1.01 | +26.36% |
| 2018 | 5.82 | -5.47 | -1.64 | 2.00 | -2.50 | -1.67 | 2.59 | -2.40 | -0.58 | -8.05 | -0.34 | -4.26 | -15.97% |
| 2019 | 6.31 | 4.31 | 0.12 | 3.65 | -5.51 | 6.87 | -1.60 | -2.47 | 1.89 | 4.24 | 1.86 | 4.08 | +25.57% |
| 2020 | -2.06 | -10.29 | -14.16 | 7.37 | 6.73 | 3.75 | 6.18 | 3.07 | -2.38 | -6.41 | 17.68 | 4.54 | +10.31% |
| 2021 | -3.13 | 1.84 | 3.06 | 4.94 | 4.55 | -0.81 | 2.30 | 2.07 | -5.63 | 4.67 | -3.10 | 5.38 | +16.54% |
| 2022 | -6.15 | -5.01 | 0.78 | -5.68 | -0.92 | -11.35 | 6.73 | -5.19 | -8.43 | 7.23 | 12.27 | -0.46 | -17.35% |
| 2023 | 9.15 | 0.55 | 2.57 | 3.21 | -3.83 | 4.32 | 2.62 | -3.39 | -4.14 | -3.10 | 9.26 | 5.25 | +23.45% |
| 2024 | -0.04 | 2.28 | 2.77 | -1.54 | 4.27 | 0.96 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12.23% | 11.92% | 13.33% | 18.39% | 19.84% |
| Sharpe Ratio | 1.49 | 2.21 | 1.10 | 0.05 | 0.30 |
| Bester Monat | +5.25% | +5.25% | +9.26% | +12.27% | +17.68% |
| Schlechtester Monat | -1.54% | -1.54% | -4.14% | -11.35% | -14.16% |
| Maximaler Verlust | -4.19% | -5.40% | -11.12% | -32.95% | -35.85% |
| Outperformance | -1.49% | - | +0.28% | +14.49% | +24.24% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPMorgan Investment Funds - Euro... | thesaurierend | 181.2700 | +15.42% | +22.18% | |
| JPMorgan Investment Funds - Euro... | thesaurierend | 214.8700 | +16.30% | +8.51% | |
| JPMorgan Investment Funds - Euro... | ausschüttend | 192.4600 | +17.62% | +29.22% | |
| JPMorgan Investment Funds - Euro... | thesaurierend | 365.2100 | +18.23% | +31.31% | |
| JPMorgan Investment Funds - Euro... | ausschüttend | 144.6100 | +15.07% | +23.60% | |
| JPMorgan Investment Funds - Euro... | thesaurierend | 153.3500 | +18.65% | +15.21% | |
| JPMorgan Investment Funds - Euro... | thesaurierend | 1'544.7400 | +21.21% | +20.93% | |
| JPMorgan Investment Funds - Euro... | thesaurierend | 255.9400 | +19.64% | +37.36% | |
| JPMorgan Investment Funds - Euro... | thesaurierend | 267.8800 | +19.04% | +35.29% | |
| JPMorgan Investment Funds - Euro... | thesaurierend | 167.3300 | +17.75% | +29.70% | |
| JPMorgan Investment Funds - Euro... | thesaurierend | 323.4800 | +17.62% | +29.33% | |
| JPMorgan Investment Funds - Euro... | thesaurierend | 245.3400 | +17.58% | +29.17% | |
| JPMorgan Investment Funds - Euro... | thesaurierend | 209.0100 | +18.47% | +14.72% | |
| JPMorgan Investment Funds - Euro... | ausschüttend | 177.4600 | +17.58% | +29.15% | |
| JPMorgan Investment Funds - Euro... | ausschüttend | 126.5100 | +16.29% | +24.97% | |
| JPMorgan Investment Funds - Euro... | thesaurierend | 2'186.1101 | +16.41% | +25.36% | |
| JPMorgan Investment Funds - Euro... | thesaurierend | 243.2800 | +17.18% | +11.12% |
Performance
| lfd. Jahr | +8.90% | ||
|---|---|---|---|
| 6 Monate | +14.01% | ||
| 1 Jahr | +18.47% | ||
| 3 Jahre | +14.72% | ||
| 5 Jahre | +58.22% | ||
| 10 Jahre | - | ||
| seit Beginn | +83.71% | ||
| Jahr | |||
| 2023 | +23.45% | ||
| 2022 | -17.35% | ||
| 2021 | +16.54% | ||
| 2020 | +10.31% | ||
| 2019 | +25.57% | ||
| 2018 | -15.97% | ||
| 2017 | +26.36% | ||
| 2016 | -0.23% | ||
