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JPM Europe Equity Plus A (perf) (acc) - USD/  LU0336375786  /

Fonds
NAV14.05.2024 Diff.-0,0100 Ertragstyp Ausrichtung Fondsgesellschaft
31,7600USD -0,03% thesaurierend Alternative Investments Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2008 -13,38 4,94 1,99 2,09 1,70 -7,30 -3,22 -7,75 -18,39 -25,72 -6,65 6,68 -51,91%
2009 -7,65 -8,28 3,28 13,67 12,31 0,50 8,30 6,87 4,93 2,04 1,40 -0,10 +40,89%
2010 -4,15 -2,68 8,15 -1,27 -11,40 -1,01 10,96 -3,46 12,87 4,21 -5,38 10,43 +15,00%
2011 5,67 4,22 1,01 6,94 -3,39 -2,91 -2,46 -11,59 -11,95 15,40 -4,92 -0,46 -7,47%
2012 5,01 7,16 -1,73 -1,01 -11,78 7,68 1,52 5,71 3,82 2,80 2,57 4,02 +27,09%
2013 7,52 -2,04 0,49 5,93 0,26 -4,22 7,59 -1,32 6,13 7,04 1,35 2,55 +34,96%
2014 -2,76 7,79 0,21 0,10 0,62 0,46 -3,21 -0,21 -2,90 -1,52 2,59 -3,28 -2,60%
2015 0,39 4,76 -1,21 2,94 1,61 -2,55 2,62 -6,08 -3,37 5,86 -0,96 -0,05 +3,33%
2016 -8,38 -2,46 5,95 1,70 1,34 -9,09 5,09 1,10 0,86 -1,98 -1,56 4,10 -4,51%
2017 2,87 0,00 4,05 4,84 3,71 -0,29 3,01 0,24 2,35 1,79 -0,32 1,36 +26,11%
2018 5,76 -5,11 -1,60 1,67 -2,71 -2,15 3,03 -3,04 0,65 -8,17 -3,64 -3,46 -17,89%
2019 8,04 3,12 0,78 1,45 -4,53 6,05 -2,17 -2,36 2,27 3,28 1,35 3,09 +21,58%
2020 -2,01 -11,41 -17,66 9,69 4,62 3,60 5,21 2,00 -2,21 -7,22 16,05 4,80 +0,63%
2021 -1,64 3,21 5,34 4,99 4,47 -1,93 1,97 0,61 -4,59 5,96 -3,58 6,80 +22,83%
2022 -3,29 -4,94 1,57 -5,03 -0,41 -10,69 5,14 -5,06 -7,63 7,56 10,73 0,00 -13,38%
2023 6,26 0,86 0,62 1,74 -4,95 6,37 1,09 -2,72 -1,72 -2,53 8,87 3,34 +17,58%
2024 2,06 2,92 4,90 -1,03 3,42 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 12,49% 11,66% 12,84% 17,64% 19,77%
Sharpe Ratio 2,83 3,69 1,39 0,18 0,29
Bester Monat +4,90% +8,87% +8,87% +10,73% +16,05%
Schlechtester Monat -1,03% -1,03% -4,95% -10,69% -17,66%
Maximaler Verlust -4,67% -4,67% -8,02% -30,21% -40,94%
Outperformance -2,06% - -2,15% -5,11% -6,83%
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPM Europe Equity Plus D (perf) ... thesaurierend 27,0900 +20,35% +19,02%
JPM Europe Equity Plus D (perf) ... thesaurierend 289,8300 +23,22% +40,37%
JPM Europe Equity Plus X (perf) ... thesaurierend 37,2500 +23,47% +43,60%
JPM Europe Equity Plus C (perf) ... ausschüttend 140,6500 +21,30% +40,19%
JPM Europe Equity Plus I2 (perf)... thesaurierend 168,8700 +22,69% +40,51%
JPM Europe Equity Plus I (perf) ... thesaurierend 178,8500 +22,60% +40,46%
JPM Europe Equity Plus C (perf) ... thesaurierend 359,0800 +22,59% +40,35%
JPM Europe Equity Plus C (perf) ... thesaurierend 357,3500 +25,11% +47,74%
JPM Europe Equity Plus C (perf) ... ausschüttend 171,1900 +22,48% +40,16%
JPM Europe Equity Plus C (acc) -... thesaurierend 188,5500 +22,87% +39,72%
JPM Europe Equity Plus C (perf) ... thesaurierend 258,6700 +21,93% +25,05%
JPM Europe Equity Plus A (perf) ... ausschüttend 18,4100 +20,90% +37,48%
JPM Europe Equity Plus A (perf) ... thesaurierend 27,0300 +22,31% +37,98%
JPM Europe Equity Plus A (perf) ... ausschüttend 21,5100 +22,28% +37,88%
JPM Europe Equity Plus D (perf) ... thesaurierend 23,0000 +21,12% +33,95%
JPM Europe Equity Plus A (perf) ... thesaurierend 31,7600 +21,64% +22,72%
JPM Europe Equity Plus A (perf) ... thesaurierend 334,0600 +24,54% +44,97%

Performance

lfd. Jahr  
+12,78%
6 Monate  
+20,99%
1 Jahr  
+21,64%
3 Jahre  
+22,72%
5 Jahre  
+57,31%
10 Jahre  
+62,46%
seit Beginn  
+121,48%
Jahr
2023  
+17,58%
2022
  -13,38%
2021  
+22,83%
2020  
+0,63%
2019  
+21,58%
2018
  -17,89%
2017  
+26,11%
2016
  -4,51%
2015  
+3,33%