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JPMorgan Funds - Europe Dynamic Fund A (acc) - USD/  LU0955580203  /

Fonds
NAV19.09.2024 Diff.+2,7800 Ertragstyp Ausrichtung Fondsgesellschaft
221,9000USD +1,27% thesaurierend Aktien Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2013 - - - - - - - - - - 1,97 3,11 -
2014 -3,66 9,86 -1,94 -1,13 0,41 0,27 -3,44 -0,56 -3,77 -2,00 2,98 -3,57 -7,10%
2015 -0,12 5,30 -1,62 2,70 1,92 -1,78 2,07 -5,73 -3,64 5,08 -1,78 -0,87 +0,91%
2016 -7,31 -3,44 5,67 1,28 -0,10 -6,63 4,57 1,13 0,41 -2,31 -0,47 4,27 -3,81%
2017 3,73 -0,36 2,73 5,21 3,52 -0,39 2,12 0,15 1,73 1,89 -1,40 1,26 +21,92%
2018 7,23 -5,69 -3,57 1,62 -1,66 -1,04 2,61 -2,29 -1,15 -10,07 -2,31 -4,27 -19,60%
2019 6,42 3,52 -0,05 2,01 -5,35 7,05 -1,84 -3,22 2,20 3,87 1,35 4,13 +21,12%
2020 -2,38 -9,86 -18,41 9,54 5,39 5,06 6,87 2,61 -4,72 -5,11 18,92 6,86 +9,69%
2021 -1,61 3,65 3,37 5,55 4,24 -2,67 2,05 0,55 -5,13 3,95 -3,22 4,73 +15,77%
2022 -5,52 -5,24 1,00 -5,43 0,04 -11,23 5,68 -4,31 -7,77 8,37 9,88 0,13 -15,55%
2023 7,81 0,29 1,28 2,17 -5,14 5,64 1,32 -2,92 -3,82 -3,43 9,24 4,48 +16,90%
2024 -0,12 2,79 6,24 -2,07 4,70 -3,96 2,35 3,30 0,87 - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 14,22% 15,06% 13,90% 18,39% 20,09%
Sharpe Ratio 1,22 0,72 1,49 0,12 0,29
Bester Monat +6,24% +6,24% +9,24% +9,88% +18,92%
Schlechtester Monat -3,96% -3,96% -3,96% -11,23% -18,41%
Maximaler Verlust -8,20% -8,20% -8,20% -31,21% -40,11%
Outperformance +0,34% - +6,77% +5,85% +5,81%
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Funds - Europe Dynamic ... thesaurierend 239,2500 +21,39% +30,57%
JPMorgan Funds - Europe Dynamic ... thesaurierend 200,3400 +22,32% +36,43%
JPMorgan Funds - Europe Dynamic ... ausschüttend 35,4700 +16,42% +21,99%
JPMorgan Funds - Europe Dynamic ... ausschüttend 151,4700 +17,39% +25,00%
JPMorgan Funds - Europe Dynamic ... thesaurierend 262,3000 +19,41% +26,97%
JPMorgan Funds - Europe Dynamic ... thesaurierend 21,5600 +18,27% +23,55%
JPMorgan Funds - Europe Dynamic ... thesaurierend 21,2200 +19,15% +26,61%
JPMorgan Funds - Europe Dynamic ... thesaurierend 20,2400 +17,95% +25,33%
JPMorgan Funds - Europe Dynamic ... thesaurierend 145,0900 +18,51% +21,51%
JPMorgan Funds - Europe Dynamic ... thesaurierend 48,3200 +20,47% +27,49%
JPMorgan Funds - Europe Dynamic ... thesaurierend 125,4300 +25,34% -
JPMorgan Funds - Europe Dynamic ... thesaurierend 278,9000 +21,38% +33,23%
JPMorgan Funds - Europe Dynamic ... thesaurierend 50,2100 +20,41% +27,34%
JPMorgan Funds - Europe Dynamic ... thesaurierend 238,4100 +25,29% +20,90%
JPMorgan Funds - Europe Dynamic ... thesaurierend 324,7900 +21,34% +33,07%
JPMorgan Funds - Europe Dynamic ... ausschüttend 135,1900 +20,41% +27,34%
JPMorgan Funds - Europe Dynamic ... thesaurierend 36,3100 +19,44% +24,48%
JPMorgan Funds - Europe Dynamic ... ausschüttend 27,8100 +19,40% +24,33%
JPMorgan Funds - Europe Dynamic ... thesaurierend 202,3500 +23,30% +15,40%
JPMorgan Funds - Europe Dynamic ... thesaurierend 221,9000 +24,23% +18,00%
JPMorgan Funds - Europe Dynamic ... thesaurierend 301,7600 +20,33% +29,95%
JPMorgan Funds - Europe Dynamic ... thesaurierend 30,4500 +18,53% +21,65%

Performance

lfd. Jahr  
+14,53%
6 Monate  
+6,98%
1 Jahr  
+24,23%
3 Jahre  
+18,00%
5 Jahre  
+55,80%
10 Jahre  
+54,69%
seit Beginn  
+61,01%
Jahr
2023  
+16,90%
2022
  -15,55%
2021  
+15,77%
2020  
+9,69%
2019  
+21,12%
2018
  -19,60%
2017  
+21,92%
2016
  -3,81%
2015  
+0,91%