JPM Europe Equity C (acc) - USD (hedged)/ LU1048653056 /
| NAV28.05.2024 | Diff.-1.6500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 359.5000USD | -0.46% | thesaurierend | Aktien Europa | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | - | 2.09 | 0.02 | -1.43 | 1.43 | 0.52 | -0.77 | 3.26 | -1.78 | - |
| 2015 | 4.64 | 5.15 | 2.04 | -0.47 | 2.00 | -4.95 | 4.33 | -6.63 | -2.93 | 6.55 | 2.62 | -2.15 | +9.61% |
| 2016 | -6.27 | -2.46 | 1.80 | 1.33 | 3.40 | -4.83 | 3.98 | 1.18 | 0.82 | 1.38 | -0.01 | 4.56 | +4.35% |
| 2017 | 1.15 | 1.85 | 4.04 | 2.69 | 2.36 | -1.34 | 0.83 | 0.25 | 2.54 | 3.14 | -1.75 | 1.82 | +18.86% |
| 2018 | 1.94 | -2.80 | -2.58 | 3.97 | 0.32 | -0.48 | 2.39 | -1.87 | 0.50 | -5.63 | -2.14 | -4.62 | -10.88% |
| 2019 | 7.07 | 3.63 | 2.18 | 3.18 | -3.67 | 4.78 | -0.02 | -1.46 | 2.70 | 0.88 | 2.97 | 2.39 | +27.06% |
| 2020 | -1.35 | -9.49 | -16.60 | 8.46 | 4.32 | 3.46 | 0.62 | 2.00 | -0.08 | -7.16 | 15.83 | 3.58 | -0.42% |
| 2021 | -0.75 | 3.50 | 6.53 | 2.97 | 2.94 | 1.62 | 2.05 | 2.02 | -2.89 | 3.50 | -1.22 | 5.18 | +28.14% |
| 2022 | -3.65 | -5.07 | 3.47 | -0.26 | -1.50 | -8.62 | 7.24 | -2.50 | -5.42 | 6.65 | 6.07 | -2.09 | -6.94% |
| 2023 | 6.55 | 2.06 | -0.15 | 1.96 | -1.64 | 2.81 | 1.07 | -0.82 | -0.37 | -3.24 | 5.72 | 3.25 | +18.07% |
| 2024 | 2.37 | 2.37 | 4.48 | -0.23 | 3.52 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9.46% | 8.90% | 9.91% | 13.96% | 16.70% |
| Sharpe Ratio | 3.37 | 4.06 | 1.78 | 0.51 | 0.48 |
| Bester Monat | +4.48% | +5.72% | +5.72% | +7.24% | +15.83% |
| Schlechtester Monat | -0.23% | -0.23% | -3.24% | -8.62% | -16.60% |
| Maximaler Verlust | -2.54% | -2.54% | -5.21% | -17.65% | -36.15% |
| Outperformance | +5.73% | - | -1.20% | +12.67% | +25.99% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPM Europe Equity D (acc) - USD | thesaurierend | 22.7600 | +19.35% | +13.18% | |
| JPM Europe Equity X (acc) - EUR | thesaurierend | 44.6400 | +20.13% | +34.22% | |
| JPM Europe Equity A (acc) - AUD ... | thesaurierend | 16.2600 | +18.95% | +29.25% | |
| JPM Europe Equity D (acc) - USD ... | thesaurierend | 299.7900 | +19.65% | +31.10% | |
| JPM Europe Equity I2 (acc) - EUR | thesaurierend | 124.9100 | +19.54% | - | |
| JPM Europe Equity I (acc) - EUR | thesaurierend | 195.7400 | +19.52% | +32.17% | |
| JPM Europe Equity C (acc) - EUR | thesaurierend | 40.2600 | +19.47% | +32.00% | |
| JPM Europe Equity C (dist) - USD | ausschüttend | 223.1200 | +20.96% | +17.88% | |
| JPM Europe Equity C (dist) - EUR | ausschüttend | 196.7800 | +19.48% | +32.01% | |
| JPM Europe Equity C (acc) - USD | thesaurierend | 259.4600 | +20.97% | +17.89% | |
| JPM Europe Equity C (acc) - USD ... | thesaurierend | 359.5000 | +21.28% | +36.52% | |
| JPM Europe Equity A (dist) - USD | ausschüttend | 64.1000 | +20.25% | +15.78% | |
| JPM Europe Equity A (acc) - EUR | thesaurierend | 29.8700 | +18.86% | +29.93% | |
| JPM Europe Equity A (acc) - USD | thesaurierend | 31.0400 | +20.31% | +16.04% | |
| JPM Europe Equity A (dist) - EUR | ausschüttend | 72.6200 | +18.86% | +29.95% | |
| JPM Europe Equity A (acc) - USD ... | thesaurierend | 338.1900 | +20.52% | +34.29% | |
| JPM Europe Equity D (acc) - EUR | thesaurierend | 21.5800 | +17.92% | +26.94% |
Performance
| lfd. Jahr | +13.08% | ||
|---|---|---|---|
| 6 Monate | +18.13% | ||
| 1 Jahr | +21.28% | ||
| 3 Jahre | +36.52% | ||
| 5 Jahre | +74.56% | ||
| 10 Jahre | +146.72% | ||
| seit Beginn | +158.99% | ||
| Jahr | |||
| 2023 | +18.07% | ||
| 2022 | -6.94% | ||
| 2021 | +28.14% | ||
| 2020 | -0.42% | ||
| 2019 | +27.06% | ||
| 2018 | -10.88% | ||
| 2017 | +18.86% | ||
| 2016 | +4.35% | ||
| 2015 | +9.61% | ||
