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JPM Europe Equity Plus A (perf) (acc) - USD (hedged)/  LU0994472909  /

Fonds
NAV13.05.2024 Diff.+0,4500 Ertragstyp Ausrichtung Fondsgesellschaft
334,5100USD +0,13% thesaurierend Alternative Investments Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2014 - 5,73 0,45 -0,64 2,10 -0,25 -1,48 1,24 0,71 -0,36 3,35 -1,33 +7,04%
2015 5,01 4,99 2,75 -0,79 2,36 -4,55 3,86 -6,34 -2,57 6,21 2,78 -1,89 +11,45%
2016 -6,44 -2,60 1,68 0,82 3,30 -6,49 5,34 1,65 0,67 1,84 -0,04 4,47 +3,45%
2017 0,85 1,53 3,59 2,66 1,97 -1,53 1,24 0,38 1,87 3,42 -2,07 0,96 +15,73%
2018 1,49 -2,87 -2,15 4,27 0,27 -1,43 2,82 -2,24 1,00 -5,89 -3,44 -3,83 -11,80%
2019 7,36 3,49 2,43 1,99 -3,18 4,32 0,62 -1,57 3,06 0,89 2,42 1,24 +25,19%
2020 -1,04 -10,12 -17,19 10,09 3,28 3,00 -0,73 1,12 0,30 -7,41 13,08 2,53 -6,77%
2021 -0,91 3,33 8,37 2,52 3,19 0,76 1,57 1,31 -2,45 4,78 -1,24 6,80 +31,21%
2022 -1,91 -5,18 2,78 0,04 -1,41 -8,00 6,74 -2,46 -4,84 6,69 5,94 -2,02 -4,82%
2023 5,30 2,65 -1,29 0,87 -2,41 4,28 -0,34 -0,77 1,17 -2,34 5,52 1,46 +14,57%
2024 3,66 3,74 6,02 0,13 2,65 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 9,49% 8,68% 9,92% 13,97% 16,94%
Sharpe Ratio 5,39 5,56 2,12 0,70 0,48
Bester Monat +6,02% +6,02% +6,02% +6,80% +13,08%
Schlechtester Monat +0,13% +0,13% -2,41% -8,00% -17,19%
Maximaler Verlust -2,58% -2,58% -4,26% -16,06% -38,34%
Outperformance +6,14% - -7,99% +2,46% +9,91%
 
Alle Kurse in USD

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  
+17,17%
6 Monate  
+23,11%
1 Jahr  
+24,71%
3 Jahre  
+46,64%
5 Jahre  
+75,63%
10 Jahre  
+136,35%
seit Beginn  
+146,51%
Jahr
2023  
+14,57%
2022
  -4,82%
2021  
+31,21%
2020
  -6,77%
2019  
+25,19%
2018
  -11,80%
2017  
+15,73%
2016  
+3,45%
2015  
+11,45%