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JPM Europe Equity A (acc) - USD (hedged)/  LU1048652678  /

Fonds
NAV16.05.2024 Diff.+1,0300 Ertragstyp Ausrichtung Fondsgesellschaft
339,6300USD +0,30% thesaurierend Aktien Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2014 - - - - 2,01 -0,06 -1,51 1,36 0,46 -0,83 3,20 -1,84 -
2015 4,57 5,09 1,98 -0,55 1,94 -5,01 4,28 -6,68 -2,97 6,50 2,57 -2,20 +8,85%
2016 -6,31 -2,52 1,75 1,28 3,35 -4,88 3,94 1,13 0,77 1,33 -0,06 4,51 +3,73%
2017 1,09 1,80 3,99 2,63 2,31 -1,39 0,78 0,20 2,49 3,09 -1,81 1,77 +18,15%
2018 1,88 -2,84 -2,63 3,91 0,27 -0,53 2,34 -1,92 0,45 -5,68 -2,19 -4,67 -11,41%
2019 7,02 3,57 2,14 3,12 -3,72 4,73 -0,07 -1,51 2,65 0,84 2,92 2,34 +26,31%
2020 -1,40 -9,52 -16,64 8,42 4,27 3,41 0,57 1,95 -0,04 -7,20 15,77 3,52 -0,92%
2021 -0,81 3,45 6,47 2,91 2,88 1,55 1,99 1,96 -2,94 3,45 -1,27 5,14 +27,32%
2022 -3,70 -5,11 3,43 -0,31 -1,55 -8,66 7,19 -2,54 -5,46 6,61 6,02 -2,01 -7,32%
2023 6,49 2,01 -0,20 1,91 -1,70 2,76 1,00 -0,88 -0,42 -3,29 5,66 3,20 +17,34%
2024 2,31 2,31 4,43 -0,29 3,92 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 9,69% 8,82% 10,14% 14,02% 16,74%
Sharpe Ratio 3,74 4,34 1,62 0,53 0,44
Bester Monat +4,43% +5,66% +5,66% +7,19% +15,77%
Schlechtester Monat -0,29% -0,29% -3,29% -8,66% -16,64%
Maximaler Verlust -2,57% -2,57% -5,27% -17,98% -36,18%
Outperformance +6,30% - +4,79% +10,93% +22,27%
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPM Europe Equity D (acc) - USD thesaurierend 22,8200 +17,15% +16,19%
JPM Europe Equity X (acc) - EUR thesaurierend 44,7700 +19,64% +37,67%
JPM Europe Equity A (acc) - AUD ... thesaurierend 16,3300 +18,51% +32,76%
JPM Europe Equity D (acc) - USD ... thesaurierend 301,1400 +19,38% +34,61%
JPM Europe Equity I2 (acc) - EUR thesaurierend 125,2700 +19,01% -
JPM Europe Equity I (acc) - EUR thesaurierend 196,3100 +19,00% +35,56%
JPM Europe Equity C (acc) - EUR thesaurierend 40,3800 +18,97% +35,41%
JPM Europe Equity C (dist) - USD ausschüttend 223,6300 +18,74% +21,02%
JPM Europe Equity C (dist) - EUR ausschüttend 197,3500 +18,96% +35,40%
JPM Europe Equity C (acc) - USD thesaurierend 260,0500 +18,75% +21,02%
JPM Europe Equity C (acc) - USD ... thesaurierend 360,9600 +21,01% +40,17%
JPM Europe Equity A (dist) - USD ausschüttend 64,2600 +18,03% +18,86%
JPM Europe Equity A (acc) - EUR thesaurierend 29,9600 +18,33% +33,27%
JPM Europe Equity A (acc) - USD thesaurierend 31,1200 +18,10% +19,14%
JPM Europe Equity A (dist) - EUR ausschüttend 72,8400 +18,33% +33,29%
JPM Europe Equity A (acc) - USD ... thesaurierend 339,6300 +20,24% +37,88%
JPM Europe Equity D (acc) - EUR thesaurierend 21,6500 +17,41% +30,19%

Performance

lfd. Jahr  
+13,27%
6 Monate  
+19,02%
1 Jahr  
+20,24%
3 Jahre  
+37,88%
5 Jahre  
+70,12%
10 Jahre  
+137,19%
seit Beginn  
+144,67%
Jahr
2023  
+17,34%
2022
  -7,32%
2021  
+27,32%
2020
  -0,92%
2019  
+26,31%
2018
  -11,41%
2017  
+18,15%
2016  
+3,73%
2015  
+8,85%