JPMorgan Funds - Europe Dynamic Technologies Fund X (acc) - EUR/  LU0143831310  /

Fonds
NAV25.09.2024 Diff.-0,6200 Ertragstyp Ausrichtung Fondsgesellschaft
289,0200EUR -0,21% thesaurierend Aktien Europa JPMorgan AM (EU) 
 

Monatliche Performance

  Jan Feb Mrz 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%