JPM Europe Equity C (acc) - EUR/ LU0129441100 /
| NAV30.05.2024 | Diff.+0,1500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 40,1000EUR | +0,38% | thesaurierend | Aktien Europa | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2004 | - | - | - | - | - | - | - | - | 1,79 | 0,88 | 2,42 | 1,61 | - |
| 2005 | 3,26 | 4,69 | -0,69 | -2,95 | 4,56 | 4,19 | 3,45 | 0,16 | 4,68 | -3,33 | 4,62 | 4,19 | +29,73% |
| 2006 | 4,67 | 2,61 | 2,27 | 1,70 | -5,14 | 0,68 | 1,89 | 2,51 | 1,48 | 3,68 | 0,37 | 3,72 | +22,05% |
| 2007 | 1,59 | -1,39 | 2,47 | 4,07 | 2,64 | -1,66 | -4,04 | -1,76 | -0,23 | 3,42 | -6,57 | -1,86 | -3,83% |
| 2008 | -13,71 | 1,70 | -3,84 | 6,38 | 1,64 | -9,93 | -2,61 | 0,46 | -14,23 | -17,04 | -6,42 | -4,57 | -48,90% |
| 2009 | -1,32 | -10,07 | 0,14 | 15,77 | 5,47 | -0,11 | 7,40 | 4,94 | 2,75 | 0,00 | -0,19 | 5,45 | +32,10% |
| 2010 | -2,09 | -1,94 | 8,12 | -0,26 | -4,73 | -0,83 | 5,38 | -2,02 | 6,37 | 1,94 | -0,41 | 6,23 | +15,87% |
| 2011 | 1,72 | 2,46 | -2,48 | 2,85 | -0,37 | -3,31 | -3,42 | -12,23 | -5,59 | 10,29 | -2,82 | 2,36 | -11,58% |
| 2012 | 4,07 | 4,25 | -0,73 | -0,16 | -5,84 | 4,98 | 4,91 | 1,75 | 1,56 | 1,38 | 1,82 | 1,19 | +20,35% |
| 2013 | 4,85 | 1,26 | 2,98 | 1,48 | 3,18 | -5,27 | 5,76 | -1,35 | 3,44 | 5,09 | 1,61 | 1,47 | +26,84% |
| 2014 | -1,28 | 6,52 | -0,06 | 0,28 | 2,15 | 0,00 | -1,45 | 1,42 | 0,75 | -1,23 | 2,82 | -1,32 | +8,64% |
| 2015 | 8,27 | 6,11 | 2,37 | -0,32 | 2,55 | -4,70 | 4,01 | -7,57 | -3,29 | 7,46 | 3,26 | -3,34 | +14,25% |
| 2016 | -7,47 | -2,83 | 1,45 | 1,74 | 3,98 | -7,02 | 3,18 | 0,86 | 0,45 | 0,15 | 1,64 | 4,60 | -0,14% |
| 2017 | 0,89 | 1,95 | 3,64 | 2,63 | 1,11 | -1,65 | -0,30 | -0,60 | 3,34 | 2,90 | -2,20 | 1,42 | +13,70% |
| 2018 | 2,18 | -3,02 | -3,07 | 3,43 | 0,95 | -1,07 | 2,03 | -2,15 | 0,66 | -5,82 | -2,45 | -5,21 | -13,16% |
| 2019 | 7,44 | 4,10 | 1,91 | 2,66 | -4,29 | 4,48 | -0,65 | -1,39 | 3,18 | 0,96 | 3,13 | 2,35 | +26,05% |
| 2020 | -0,98 | -9,91 | -16,89 | 8,92 | 3,26 | 3,15 | 0,92 | 2,08 | -1,02 | -6,81 | 15,68 | 3,30 | -2,33% |
| 2021 | -0,35 | 3,55 | 6,90 | 2,51 | 3,13 | 1,62 | 2,47 | 1,77 | -3,05 | 4,27 | -1,42 | 5,56 | +30,01% |
| 2022 | -3,67 | -5,04 | 3,36 | -0,31 | -2,10 | -8,60 | 8,14 | -3,44 | -5,98 | 6,08 | 6,91 | -2,84 | -8,76% |
| 2023 | 5,90 | 2,14 | -0,54 | 1,90 | -1,42 | 2,61 | 1,35 | -1,04 | -0,85 | -3,62 | 5,95 | 3,51 | +16,57% |
| 2024 | 2,59 | 1,98 | 4,04 | -0,49 | 3,01 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9,57% | 9,04% | 10,00% | 14,04% | 16,99% |
| Sharpe Ratio | 2,82 | 3,31 | 1,52 | 0,43 | 0,42 |
| Bester Monat | +4,04% | +5,95% | +5,95% | +8,14% | +15,68% |
| Schlechtester Monat | -0,49% | -0,49% | -3,62% | -8,60% | -16,89% |
| Maximaler Verlust | -2,61% | -2,61% | -5,89% | -19,15% | -37,60% |
| Outperformance | +1,84% | - | +1,76% | +5,98% | +8,54% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPM Europe Equity D (acc) - USD | thesaurierend | 22,6000 | +18,51% | +12,77% | |
| JPM Europe Equity X (acc) - EUR | thesaurierend | 44,4600 | +19,64% | +34,52% | |
| JPM Europe Equity A (acc) - AUD ... | thesaurierend | 16,1800 | +18,36% | +29,34% | |
| JPM Europe Equity D (acc) - USD ... | thesaurierend | 298,2800 | +19,05% | +31,16% | |
| JPM Europe Equity I2 (acc) - EUR | thesaurierend | 124,3900 | +19,04% | - | |
| JPM Europe Equity I (acc) - EUR | thesaurierend | 194,9300 | +19,03% | +32,46% | |
| JPM Europe Equity C (acc) - EUR | thesaurierend | 40,1000 | +18,99% | +32,30% | |
| JPM Europe Equity C (dist) - USD | ausschüttend | 221,5400 | +20,10% | +17,41% | |
| JPM Europe Equity C (dist) - EUR | ausschüttend | 195,9600 | +18,98% | +32,29% | |
| JPM Europe Equity C (acc) - USD | thesaurierend | 257,6200 | +20,11% | +17,41% | |
| JPM Europe Equity C (acc) - USD ... | thesaurierend | 357,7200 | +20,68% | +36,58% | |
| JPM Europe Equity A (dist) - USD | ausschüttend | 63,6400 | +19,38% | +15,32% | |
| JPM Europe Equity A (acc) - EUR | thesaurierend | 29,7400 | +18,34% | +30,21% | |
| JPM Europe Equity A (acc) - USD | thesaurierend | 30,8200 | +19,46% | +15,56% | |
| JPM Europe Equity A (dist) - EUR | ausschüttend | 72,3200 | +18,37% | +30,25% | |
| JPM Europe Equity A (acc) - USD ... | thesaurierend | 336,5000 | +19,92% | +34,35% | |
| JPM Europe Equity D (acc) - EUR | thesaurierend | 21,4900 | +17,43% | +27,24% |
Performance
| lfd. Jahr | +11,57% | ||
|---|---|---|---|
| 6 Monate | +15,50% | ||
| 1 Jahr | +18,99% | ||
| 3 Jahre | +32,30% | ||
| 5 Jahre | +67,57% | ||
| 10 Jahre | +115,94% | ||
| seit Beginn | +301,00% | ||
| Jahr | |||
| 2023 | +16,57% | ||
| 2022 | -8,76% | ||
| 2021 | +30,01% | ||
| 2020 | -2,33% | ||
| 2019 | +26,05% | ||
| 2018 | -13,16% | ||
| 2017 | +13,70% | ||
| 2016 | -0,14% | ||
| 2015 | +14,25% | ||
