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JPM Europe Equity C (acc) - USD (hedged)/  LU1048653056  /

Fonds
NAV03.06.2024 Diff.+1,3800 Ertragstyp Ausrichtung Fondsgesellschaft
360,5100USD +0,38% thesaurierend Aktien Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz 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 3,42 0,38 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 9,40% 8,85% 9,77% 13,95% 16,67%
Sharpe Ratio 3,32 3,60 1,78 0,51 0,52
Bester Monat +4,48% +4,48% +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 22,8600 +19,75% +13,73%
JPM Europe Equity X (acc) - EUR thesaurierend 44,8200 +20,13% +34,55%
JPM Europe Equity A (acc) - AUD ... thesaurierend 16,3000 +18,80% +29,37%
JPM Europe Equity D (acc) - USD ... thesaurierend 300,5600 +19,45% +31,20%
JPM Europe Equity I2 (acc) - EUR thesaurierend 125,4100 +19,54% -
JPM Europe Equity I (acc) - EUR thesaurierend 196,5200 +19,52% +32,51%
JPM Europe Equity C (acc) - EUR thesaurierend 40,4200 +19,44% +32,35%
JPM Europe Equity C (dist) - USD ausschüttend 224,0900 +21,35% +18,41%
JPM Europe Equity C (dist) - EUR ausschüttend 197,5600 +19,47% +32,35%
JPM Europe Equity C (acc) - USD thesaurierend 260,5900 +21,36% +18,41%
JPM Europe Equity C (acc) - USD ... thesaurierend 360,5100 +21,07% +36,63%
JPM Europe Equity A (dist) - USD ausschüttend 64,3700 +20,62% +16,29%
JPM Europe Equity A (acc) - EUR thesaurierend 29,9800 +18,83% +30,23%
JPM Europe Equity A (acc) - USD thesaurierend 31,1700 +20,67% +16,52%
JPM Europe Equity A (dist) - EUR ausschüttend 72,9000 +18,84% +30,28%
JPM Europe Equity A (acc) - USD ... thesaurierend 339,1000 +20,32% +34,40%
JPM Europe Equity D (acc) - EUR thesaurierend 21,6600 +17,91% +27,26%

Performance

lfd. Jahr  
+13,39%
6 Monate  
+16,33%
1 Jahr  
+21,07%
3 Jahre  
+36,63%
5 Jahre  
+79,38%
10 Jahre  
+147,65%
seit Beginn  
+159,71%
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%