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JPM Europe Equity Plus A (perf) (acc) - EUR/  LU0289089384  /

Fonds
NAV13.05.2024 Diff.+0,0300 Ertragstyp Ausrichtung Fondsgesellschaft
27,0700EUR +0,11% thesaurierend Alternative Investments Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2007 - - - - - - -3,67 -0,51 -1,45 4,09 -5,14 -1,28 -
2008 -14,32 2,76 -2,08 3,75 1,93 -8,85 -2,46 -1,73 -15,41 -17,09 -6,74 -4,13 -50,05%
2009 1,51 -6,58 -1,82 14,35 5,26 0,58 8,03 5,66 2,68 0,98 -0,32 4,38 +38,79%
2010 -1,09 -0,16 8,65 0,29 -4,18 -0,60 4,39 -1,16 5,43 2,23 0,95 7,29 +23,45%
2011 3,14 3,41 -1,42 2,39 -0,58 -3,29 -1,82 -12,01 -5,34 10,85 -1,34 3,40 -4,28%
2012 3,68 4,69 -0,97 -0,12 -5,75 5,19 4,69 3,18 1,37 2,14 2,54 2,15 +24,70%
2013 4,74 1,51 2,68 3,28 1,59 -4,60 5,98 -1,27 3,69 6,31 1,51 1,07 +29,29%
2014 -0,49 5,41 0,16 -0,31 2,41 0,15 -1,21 1,38 1,44 -0,67 2,93 -0,95 +10,51%
2015 8,11 5,80 2,97 -0,75 2,97 -4,35 3,59 -7,24 -2,93 7,07 3,53 -3,22 +15,19%
2016 -7,68 -2,98 1,22 1,41 3,76 -8,59 4,63 1,26 0,28 0,41 1,65 4,60 -1,09%
2017 0,52 1,80 3,23 2,57 0,78 -1,90 0,12 -0,60 2,79 3,19 -2,52 0,59 +10,87%
2018 1,81 -3,15 -2,49 3,76 0,82 -2,09 2,49 -2,43 1,13 -6,10 -3,75 -4,41 -13,95%
2019 7,80 3,96 2,24 1,42 -3,97 3,95 0,00 -1,52 3,62 1,09 2,66 1,21 +24,36%
2020 -0,76 -10,61 -17,59 10,75 2,16 2,77 -0,32 1,22 -0,32 -7,02 12,90 2,25 -8,24%
2021 -0,42 3,40 8,83 2,07 3,38 0,80 1,90 1,08 -2,62 5,67 -1,51 7,17 +33,35%
2022 -2,01 -5,23 2,78 0,00 -2,06 -8,15 7,79 -3,56 -5,44 6,34 5,46 -2,87 -8,07%
2023 4,75 2,87 -1,76 0,82 -2,14 4,04 0,00 -1,03 0,81 -2,77 5,84 1,87 +13,68%
2024 3,84 3,20 5,33 -0,19 2,50 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 9,81% 9,01% 10,15% 14,18% 17,41%
Sharpe Ratio 4,60 5,10 1,85 0,56 0,38
Bester Monat +5,33% +5,84% +5,84% +7,79% +12,90%
Schlechtester Monat -0,19% -0,19% -2,77% -8,15% -17,59%
Maximaler Verlust -2,57% -2,57% -4,41% -17,60% -40,08%
Outperformance -3,08% - -3,79% -2,03% -2,54%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPM Europe Equity Plus D (perf) ... thesaurierend 27,1000 +20,39% +20,77%
JPM Europe Equity Plus D (perf) ... thesaurierend 290,2300 +23,39% +41,98%
JPM Europe Equity Plus X (perf) ... thesaurierend 37,3200 +23,70% +45,38%
JPM Europe Equity Plus C (perf) ... ausschüttend 140,9100 +21,52% +41,91%
JPM Europe Equity Plus I2 (perf)... thesaurierend 169,1600 +22,90% +42,22%
JPM Europe Equity Plus I (perf) ... thesaurierend 179,1700 +22,82% +42,19%
JPM Europe Equity Plus C (perf) ... thesaurierend 359,7100 +22,81% +42,07%
JPM Europe Equity Plus C (perf) ... thesaurierend 357,8300 +25,27% +49,44%
JPM Europe Equity Plus C (perf) ... ausschüttend 171,4900 +22,69% +41,88%
JPM Europe Equity Plus C (acc) -... thesaurierend 188,8700 +23,07% +41,42%
JPM Europe Equity Plus C (perf) ... thesaurierend 258,7500 +21,97% +26,87%
JPM Europe Equity Plus A (perf) ... ausschüttend 18,4500 +21,16% +39,18%
JPM Europe Equity Plus A (perf) ... thesaurierend 27,0700 +22,49% +39,61%
JPM Europe Equity Plus A (perf) ... ausschüttend 21,5500 +22,51% +39,59%
JPM Europe Equity Plus D (perf) ... thesaurierend 23,0400 +21,33% +35,53%
JPM Europe Equity Plus A (perf) ... thesaurierend 31,7700 +21,68% +24,54%
JPM Europe Equity Plus A (perf) ... thesaurierend 334,5100 +24,71% +46,64%

Performance

lfd. Jahr  
+15,49%
6 Monate  
+22,16%
1 Jahr  
+22,49%
3 Jahre  
+39,61%
5 Jahre  
+64,86%
10 Jahre  
+107,43%
seit Beginn  
+170,70%
Jahr
2023  
+13,68%
2022
  -8,07%
2021  
+33,35%
2020
  -8,24%
2019  
+24,36%
2018
  -13,95%
2017  
+10,87%
2016
  -1,09%
2015  
+15,19%