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JPM Europe Equity C (acc) - USD/  LU0997536098  /

Fonds
NAV28.05.2024 Diff.-0,8800 Ertragstyp Ausrichtung Fondsgesellschaft
259,4600USD -0,34% thesaurierend Aktien Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2014 -3,34 8,93 -0,03 0,68 0,34 0,31 -3,48 -0,23 -3,64 -2,01 2,43 -3,67 -4,28%
2015 0,54 5,00 -1,78 3,40 1,23 -2,98 3,04 -6,42 -3,68 6,18 -1,14 -0,24 +2,41%
2016 -8,17 -2,32 6,20 2,08 1,53 -7,50 3,65 0,65 1,04 -2,25 -1,50 4,09 -3,53%
2017 3,21 0,21 4,37 4,86 4,06 -0,03 2,56 0,30 2,82 1,53 0,02 2,18 +29,26%
2018 6,14 -4,97 -2,13 1,31 -2,58 -1,13 2,58 -2,72 0,17 -7,94 -2,30 -4,26 -17,09%
2019 7,70 3,24 0,50 2,63 -4,87 6,61 -2,75 -2,24 1,83 3,20 1,80 4,27 +23,34%
2020 -2,25 -10,68 -16,97 7,96 5,72 3,98 6,47 2,93 -2,91 -6,93 18,78 5,90 +7,16%
2021 -1,54 3,33 3,48 5,49 4,21 -1,11 2,49 1,30 -4,99 4,56 -3,45 5,16 +19,86%
2022 -4,91 -4,76 2,19 -5,35 -0,46 -11,12 5,54 -4,95 -8,14 7,32 12,25 -0,02 -13,98%
2023 7,49 0,17 1,86 2,86 -4,29 4,96 2,43 -2,74 -3,32 -3,39 9,00 5,04 +20,75%
2024 0,84 1,69 3,55 -1,32 4,92 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 12,30% 11,79% 13,08% 17,78% 19,56%
Sharpe Ratio 1,85 2,70 1,32 0,10 0,32
Bester Monat +5,04% +9,00% +9,00% +12,25% +18,78%
Schlechtester Monat -1,32% -1,32% -4,29% -11,12% -16,97%
Maximaler Verlust -4,32% -4,44% -9,80% -30,58% -37,97%
Outperformance +2,33% - +6,75% +10,67% +19,66%
 
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  
+9,94%
6 Monate  
+16,33%
1 Jahr  
+20,97%
3 Jahre  
+17,89%
5 Jahre  
+61,36%
10 Jahre  
+72,51%
seit Beginn  
+91,05%
Jahr
2023  
+20,75%
2022
  -13,98%
2021  
+19,86%
2020  
+7,16%
2019  
+23,34%
2018
  -17,09%
2017  
+29,26%
2016
  -3,53%
2015  
+2,41%