JPM Europe Strategic Growth A (acc) - EUR/ LU0210531801 /
NAV23.05.2024 | Diff.+0,3000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
46,2500EUR | +0,65% | thesaurierend | Aktien Europa | JPMorgan AM (EU) ▶ |
Monatliche Performance
Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2005 | - | - | - | -2,90 | 5,56 | 4,20 | 4,03 | 1,44 | 5,15 | -3,97 | 4,57 | 3,61 | - |
2006 | 5,35 | 3,70 | 2,90 | 2,16 | -6,85 | -0,08 | -0,15 | 2,81 | 1,48 | 4,01 | 1,89 | 4,95 | +23,84% |
2007 | 2,55 | -1,72 | 4,22 | 3,49 | 3,07 | -1,40 | -2,55 | -2,19 | 0,68 | 4,69 | -6,55 | -1,89 | +1,77% |
2008 | -13,84 | 2,99 | -4,42 | 4,40 | 2,11 | -7,33 | -4,22 | 0,48 | -15,88 | -16,32 | -5,10 | -4,42 | -48,52% |
2009 | 2,00 | -6,99 | -2,77 | 8,67 | 4,36 | 0,84 | 6,40 | 3,34 | 3,66 | -1,35 | 0,32 | 5,46 | +25,50% |
2010 | -0,70 | -2,21 | 10,67 | 1,67 | -4,92 | 0,86 | 4,85 | -1,27 | 7,71 | 1,53 | 2,27 | 7,14 | +29,98% |
2011 | -1,53 | 2,18 | -1,22 | 3,16 | -0,60 | -3,46 | -2,41 | -11,41 | -6,40 | 7,31 | -1,97 | 2,10 | -14,48% |
2012 | 1,88 | 4,93 | 2,18 | 2,38 | -5,13 | 2,45 | 5,52 | 0,63 | 0,47 | 1,08 | 2,83 | 0,15 | +20,70% |
2013 | 3,04 | 3,60 | 3,76 | 0,94 | 2,72 | -3,36 | 5,62 | -1,58 | 3,80 | 4,84 | 2,90 | 1,26 | +30,81% |
2014 | 0,45 | 7,23 | -0,74 | -1,80 | 2,81 | 0,37 | -2,10 | 1,61 | 0,68 | -0,10 | 3,82 | -0,25 | +12,26% |
2015 | 9,96 | 5,29 | 3,54 | -0,25 | 3,59 | -4,73 | 4,41 | -6,57 | -2,42 | 6,44 | 3,64 | -1,67 | +21,84% |
2016 | -6,14 | -3,23 | 2,01 | -0,36 | 5,03 | -3,64 | 4,71 | 0,38 | 0,80 | -2,93 | 0,04 | 3,50 | -0,50% |
2017 | 1,50 | 2,92 | 2,87 | 4,04 | 1,34 | -2,80 | 0,23 | -0,15 | 3,63 | 3,32 | -2,69 | 1,74 | +16,85% |
2018 | 2,07 | -2,83 | -2,77 | 3,63 | 4,21 | -1,20 | 2,25 | 0,17 | -0,75 | -8,32 | -2,34 | -4,69 | -10,74% |
2019 | 6,56 | 3,90 | 4,04 | 2,36 | -1,76 | 4,42 | 0,79 | 0,59 | 1,21 | 0,42 | 3,14 | 2,21 | +31,39% |
2020 | 0,49 | -9,27 | -12,75 | 9,45 | 4,58 | 1,40 | 2,60 | 1,64 | 1,20 | -5,68 | 8,21 | 3,30 | +2,74% |
2021 | -0,36 | 2,41 | 5,40 | 4,46 | 3,59 | 2,67 | 4,56 | 1,92 | -4,98 | 5,75 | 0,51 | 4,10 | +33,89% |
2022 | -10,00 | -4,99 | 2,72 | -1,01 | -5,04 | -7,58 | 11,08 | -4,59 | -6,98 | 4,47 | 5,86 | -3,88 | -20,04% |
2023 | 4,84 | 1,00 | 1,36 | 1,52 | -0,58 | 1,86 | 0,25 | -1,43 | -2,77 | -3,97 | 6,96 | 2,90 | +12,06% |
2024 | 3,98 | 4,46 | 3,43 | -2,55 | 4,31 | - | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 11,05% | 10,22% | 11,25% | 15,13% | 16,75% |
Sharpe Ratio | 3,33 | 3,43 | 1,10 | 0,15 | 0,34 |
Bester Monat | +4,46% | +6,96% | +6,96% | +11,08% | +11,08% |
Schlechtester Monat | -2,55% | -2,55% | -3,97% | -10,00% | -12,75% |
Maximaler Verlust | -4,26% | -4,26% | -8,93% | -26,33% | -34,21% |
Outperformance | +8,26% | - | +3,03% | +26,55% | +40,31% |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
JPM Europe Strategic Growth A (d... | ausschüttend | 41,8700 | +13,98% | +16,94% | |
JPM Europe Strategic Growth X (a... | thesaurierend | 236,1800 | +18,06% | +24,97% | |
JPM Europe Strategic Growth I2 (... | thesaurierend | 168,3000 | +17,35% | +22,71% | |
JPM Europe Strategic Growth I (a... | thesaurierend | 203,8300 | +17,17% | +22,16% | |
JPM Europe Strategic Growth C (a... | thesaurierend | 54,0300 | +17,13% | +22,02% | |
JPM Europe Strategic Growth C (d... | ausschüttend | 281,6000 | +17,12% | +22,01% | |
JPM Europe Strategic Growth A (a... | thesaurierend | 46,2500 | +16,18% | +19,17% | |
JPM Europe Strategic Growth A (d... | ausschüttend | 27,0000 | +16,24% | +19,27% | |
JPM Europe Strategic Growth D (a... | thesaurierend | 27,6800 | +15,33% | +16,55% |
Performance
lfd. Jahr | +14,20% | ||
---|---|---|---|
6 Monate | +17,68% | ||
1 Jahr | +16,18% | ||
3 Jahre | +19,17% | ||
5 Jahre | +57,69% | ||
10 Jahre | +146,93% | ||
seit Beginn | +362,50% | ||
Jahr | |||
2023 | +12,06% | ||
2022 | -20,04% | ||
2021 | +33,89% | ||
2020 | +2,74% | ||
2019 | +31,39% | ||
2018 | -10,74% | ||
2017 | +16,85% | ||
2016 | -0,50% | ||
2015 | +21,84% |