JPMorgan Funds - Europe Dynamic Technologies Fund X (acc) - EUR/ LU0143831310 /
| NAV25.09.2024 | Diff.-0.6200 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 289.0200EUR | -0.21% | thesaurierend | Aktien Europa | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | -4.17 | 2.58 | -2.38 | 6.32 | -6.53 | 10.28 | 0.90 | 2.14 | -3.25 | 1.44 | 4.12 | +10.52% |
| 2017 | 1.90 | 4.54 | 5.55 | 4.26 | 2.58 | -2.60 | 2.28 | -0.65 | 6.61 | 5.73 | -3.02 | -0.58 | +29.34% |
| 2018 | 4.24 | -2.38 | -3.55 | 3.25 | 6.21 | 0.44 | 2.88 | 1.45 | -2.16 | -9.45 | -3.14 | -5.09 | -8.11% |
| 2019 | 8.34 | 4.90 | 0.98 | 8.28 | -5.02 | 5.93 | 3.63 | -2.90 | 2.58 | 1.65 | 6.18 | 2.63 | +42.95% |
| 2020 | 0.89 | -7.99 | -13.89 | 13.40 | 6.05 | 4.99 | 4.36 | 4.58 | 0.40 | -5.62 | 14.61 | 6.95 | +27.94% |
| 2021 | 1.56 | 3.58 | 4.50 | 4.13 | 0.63 | 3.13 | 4.81 | 6.10 | -5.42 | 5.61 | 0.14 | 2.02 | +34.79% |
| 2022 | -11.43 | -4.73 | 3.10 | -4.74 | -4.02 | -10.94 | 16.64 | -7.48 | -9.61 | 6.92 | 6.42 | -7.48 | -27.26% |
| 2023 | 8.44 | 2.34 | 3.86 | -4.22 | 3.16 | 1.67 | -0.56 | -3.30 | -2.65 | -6.43 | 12.34 | 4.49 | +19.03% |
| 2024 | 2.91 | 2.39 | -0.33 | -2.88 | 5.51 | -0.03 | -2.22 | 0.53 | -2.51 | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 17.88% | 18.39% | 17.13% | 22.07% | 23.38% |
| Sharpe Ratio | 0.05 | -0.37 | 0.69 | -0.28 | 0.36 |
| Bester Monat | +5.51% | +5.51% | +12.34% | +16.64% | +16.64% |
| Schlechtester Monat | -2.88% | -2.88% | -6.43% | -11.43% | -13.89% |
| Maximaler Verlust | -14.64% | -14.64% | -14.64% | -34.50% | -40.33% |
| Outperformance | +13.66% | - | +18.17% | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPMorgan Funds - Europe Dynamic ... | thesaurierend | 289.0200 | +15.18% | -7.93% | |
| JPMorgan Funds - Europe Dynamic ... | thesaurierend | 191.8000 | +14.48% | -9.59% | |
| JPMorgan Funds - Europe Dynamic ... | ausschüttend | 204.8800 | +9.95% | -12.06% | |
| JPMorgan Funds - Europe Dynamic ... | thesaurierend | 194.6800 | +14.26% | -10.13% | |
| JPMorgan Funds - Europe Dynamic ... | thesaurierend | 494.3500 | +14.21% | -10.24% | |
| JPMorgan Funds - Europe Dynamic ... | ausschüttend | 404.1200 | +14.21% | -10.24% | |
| JPMorgan Funds - Europe Dynamic ... | thesaurierend | 214.1300 | +15.39% | -4.05% | |
| JPMorgan Funds - Europe Dynamic ... | thesaurierend | 74.6100 | +13.39% | -12.13% | |
| JPMorgan Funds - Europe Dynamic ... | ausschüttend | 35.9400 | +9.11% | -14.15% | |
| JPMorgan Funds - Europe Dynamic ... | ausschüttend | 45.4500 | +13.37% | -12.16% | |
| JPMorgan Funds - Europe Dynamic ... | thesaurierend | 557.9800 | +14.49% | -6.23% | |
| JPMorgan Funds - Europe Dynamic ... | thesaurierend | 22.7900 | +12.21% | -14.77% |
Performance
| lfd. Jahr | +3.08% | ||
|---|---|---|---|
| 6 Monate | -1.70% | ||
| 1 Jahr | +15.18% | ||
| 3 Jahre | -7.93% | ||
| 5 Jahre | +74.22% | ||
| 10 Jahre | - | ||
| seit Beginn | +189.02% | ||
| Jahr | |||
| 2023 | +19.03% | ||
| 2022 | -27.26% | ||
| 2021 | +34.79% | ||
| 2020 | +27.94% | ||
| 2019 | +42.95% | ||
| 2018 | -8.11% | ||
| 2017 | +29.34% | ||
| 2016 | +10.52% | ||
