JPM Europe Equity C (acc) - USD/ LU0997536098 /
| NAV28.05.2024 | Diff.-0.8800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 259.4600USD | -0.34% | thesaurierend | Aktien Europa | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | 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% | ||
