JPM Europe Equity Plus D (perf) (acc) - EUR/ LU0289214628 /
| NAV05.06.2024 | Diff.+0.1100 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 23.2800EUR | +0.47% | thesaurierend | Alternative Investments Europa | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | - | - | - | - | - | -3.67 | -0.62 | -1.55 | 4.00 | -5.26 | -1.39 | - |
| 2008 | -14.29 | 2.53 | -1.97 | 3.64 | 1.82 | -8.93 | -2.48 | -1.88 | -15.44 | -17.29 | -6.84 | -3.98 | -50.43% |
| 2009 | 1.31 | -6.68 | -1.85 | 14.35 | 4.94 | 0.59 | 7.99 | 5.60 | 2.56 | 0.83 | -0.50 | 4.49 | +37.34% |
| 2010 | -1.11 | -0.48 | 8.72 | 0.15 | -4.30 | -0.62 | 4.37 | -1.20 | 5.30 | 2.01 | 0.99 | 7.39 | +22.42% |
| 2011 | 3.12 | 3.27 | -1.46 | 2.23 | -0.61 | -3.29 | -2.02 | -11.95 | -5.55 | 10.82 | -1.39 | 3.25 | -5.19% |
| 2012 | 3.70 | 4.49 | -0.89 | -0.26 | -5.88 | 5.16 | 4.65 | 3.09 | 1.32 | 2.13 | 2.31 | 2.15 | +23.70% |
| 2013 | 4.65 | 1.48 | 2.50 | 3.26 | 1.48 | -4.66 | 5.91 | -1.35 | 3.51 | 6.31 | 1.42 | 1.05 | +28.13% |
| 2014 | -0.61 | 5.30 | 0.08 | -0.41 | 2.40 | 0.00 | -1.29 | 1.31 | 1.46 | -0.80 | 2.81 | -1.02 | +9.42% |
| 2015 | 8.06 | 5.77 | 2.83 | -0.81 | 2.85 | -4.35 | 3.44 | -7.26 | -3.09 | 7.04 | 3.39 | -3.21 | +14.22% |
| 2016 | -7.81 | -3.00 | 1.16 | 1.22 | 3.78 | -8.81 | 4.55 | 1.22 | 0.23 | 0.38 | 1.57 | 4.43 | -2.14% |
| 2017 | 0.57 | 1.62 | 3.11 | 2.62 | 0.59 | -1.95 | 0.07 | -0.66 | 2.67 | 3.25 | -2.64 | 0.45 | +9.89% |
| 2018 | 1.67 | -3.16 | -2.61 | 3.69 | 0.71 | -2.18 | 2.36 | -2.50 | 1.05 | -6.12 | -3.88 | -4.47 | -14.86% |
| 2019 | 7.70 | 3.86 | 2.16 | 1.32 | -4.04 | 3.87 | -0.07 | -1.64 | 3.53 | 0.96 | 2.61 | 1.12 | +23.04% |
| 2020 | -0.80 | -10.71 | -17.60 | 10.51 | 2.13 | 2.68 | -0.36 | 1.09 | -0.43 | -7.09 | 12.85 | 2.21 | -9.09% |
| 2021 | -0.54 | 3.33 | 8.74 | 1.93 | 3.32 | 0.69 | 1.82 | 1.01 | -2.66 | 5.52 | -1.56 | 7.07 | +31.94% |
| 2022 | -2.10 | -5.28 | 2.65 | -0.05 | -2.15 | -8.19 | 7.66 | -3.62 | -5.60 | 6.30 | 5.35 | -2.89 | -8.96% |
| 2023 | 4.61 | 2.79 | -1.83 | 0.75 | -2.22 | 3.95 | -0.10 | -1.09 | 0.68 | -2.82 | 5.76 | 1.78 | +12.48% |
| 2024 | 3.75 | 3.13 | 5.37 | -0.31 | 3.11 | 0.39 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9.20% | 8.82% | 9.54% | 14.06% | 17.33% |
| Sharpe Ratio | 4.24 | 3.79 | 2.06 | 0.40 | 0.32 |
| Bester Monat | +5.37% | +5.37% | +5.76% | +7.66% | +12.85% |
| Schlechtester Monat | -0.31% | -0.31% | -2.82% | -8.19% | -17.60% |
| Maximaler Verlust | -2.52% | -2.52% | -4.43% | -18.20% | -40.13% |
| Outperformance | -3.81% | - | -4.65% | -4.85% | -7.54% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPM Europe Equity Plus D (perf) ... | thesaurierend | 27.5700 | +25.43% | +16.62% | |
| JPM Europe Equity Plus D (perf) ... | thesaurierend | 292.0200 | +24.89% | +36.63% | |
| JPM Europe Equity Plus X (perf) ... | thesaurierend | 37.7200 | +25.73% | +40.22% | |
| JPM Europe Equity Plus C (perf) ... | ausschüttend | 140.9500 | +23.27% | +35.70% | |
| JPM Europe Equity Plus I2 (perf)... | thesaurierend | 170.9400 | +24.93% | +37.20% | |
| JPM Europe Equity Plus I (perf) ... | thesaurierend | 181.0300 | +24.84% | +37.16% | |
| JPM Europe Equity Plus C (perf) ... | thesaurierend | 363.4300 | +24.82% | +37.05% | |
| JPM Europe Equity Plus C (perf) ... | thesaurierend | 360.1000 | +26.68% | +43.67% | |
| JPM Europe Equity Plus C (perf) ... | ausschüttend | 173.2700 | +24.71% | +36.87% | |
| JPM Europe Equity Plus C (acc) -... | thesaurierend | 190.9900 | +25.22% | +36.57% | |
| JPM Europe Equity Plus C (perf) ... | thesaurierend | 263.3300 | +27.00% | +22.43% | |
| JPM Europe Equity Plus A (perf) ... | ausschüttend | 18.4500 | +22.90% | +33.09% | |
| JPM Europe Equity Plus A (perf) ... | thesaurierend | 27.3500 | +24.54% | +34.80% | |
| JPM Europe Equity Plus A (perf) ... | ausschüttend | 21.7600 | +24.53% | +34.67% | |
| JPM Europe Equity Plus D (perf) ... | thesaurierend | 23.2800 | +23.44% | +30.93% | |
| JPM Europe Equity Plus A (perf) ... | thesaurierend | 32.3200 | +26.70% | +20.19% | |
| JPM Europe Equity Plus A (perf) ... | thesaurierend | 336.8100 | +26.23% | +41.11% |
Performance
| lfd. Jahr | +16.34% | ||
|---|---|---|---|
| 6 Monate | +17.10% | ||
| 1 Jahr | +23.44% | ||
| 3 Jahre | +30.93% | ||
| 5 Jahre | +56.14% | ||
| 10 Jahre | +86.99% | ||
| seit Beginn | +132.80% | ||
| Jahr | |||
| 2023 | +12.48% | ||
| 2022 | -8.96% | ||
| 2021 | +31.94% | ||
| 2020 | -9.09% | ||
| 2019 | +23.04% | ||
| 2018 | -14.86% | ||
| 2017 | +9.89% | ||
| 2016 | -2.14% | ||
| 2015 | +14.22% | ||
