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JPM Europe Equity I (acc) - EUR/  LU0248047044  /

Fonds
NAV30.05.2024 Diff.+0,7000 Ertragstyp Ausrichtung Fondsgesellschaft
194,9300EUR +0,36% thesaurierend Aktien Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2015 - - - - - - - - - 7,47 3,29 -3,35 -
2016 -7,48 -2,80 1,46 1,76 3,98 -7,05 3,22 0,82 0,45 0,14 1,68 4,58 -0,10%
2017 0,90 1,97 3,62 2,62 1,14 -1,66 -0,30 -0,58 3,33 2,91 -2,21 1,44 +13,76%
2018 2,17 -3,02 -3,05 3,43 0,96 -1,07 2,03 -2,14 0,66 -5,82 -2,46 -5,21 -13,15%
2019 7,47 4,10 1,89 2,65 -4,29 4,51 -0,64 -1,38 3,18 0,97 3,11 2,36 +26,11%
2020 -0,98 -9,89 -16,88 8,92 3,24 3,17 0,92 2,07 -1,00 -6,79 15,64 3,31 -2,30%
2021 -0,32 3,52 6,91 2,53 3,11 1,64 2,46 1,79 -3,06 4,27 -1,41 5,58 +30,09%
2022 -3,67 -5,04 3,39 -0,32 -2,11 -8,60 8,18 -3,45 -5,98 6,08 6,89 -2,83 -8,74%
2023 5,91 2,17 -0,54 1,91 -1,44 2,63 1,32 -1,03 -0,85 -3,60 5,95 3,51 +16,64%
2024 2,58 2,00 4,03 -0,47 3,00 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 9,56% 9,03% 10,00% 14,04% 16,99%
Sharpe Ratio 2,82 3,32 1,52 0,43 0,42
Bester Monat +4,03% +5,95% +5,95% +8,18% +15,64%
Schlechtester Monat -0,47% -0,47% -3,60% -8,60% -16,88%
Maximaler Verlust -2,59% -2,59% -5,87% -19,11% -37,60%
Outperformance +3,08% - +3,52% +10,98% -
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPM Europe Equity D (acc) - USD thesaurierend 22,6000 +18,51% +12,77%
JPM Europe Equity X (acc) - EUR thesaurierend 44,4600 +19,64% +34,52%
JPM Europe Equity A (acc) - AUD ... thesaurierend 16,1800 +18,36% +29,34%
JPM Europe Equity D (acc) - USD ... thesaurierend 298,2800 +19,05% +31,16%
JPM Europe Equity I2 (acc) - EUR thesaurierend 124,3900 +19,04% -
JPM Europe Equity I (acc) - EUR thesaurierend 194,9300 +19,03% +32,46%
JPM Europe Equity C (acc) - EUR thesaurierend 40,1000 +18,99% +32,30%
JPM Europe Equity C (dist) - USD ausschüttend 221,5400 +20,10% +17,41%
JPM Europe Equity C (dist) - EUR ausschüttend 195,9600 +18,98% +32,29%
JPM Europe Equity C (acc) - USD thesaurierend 257,6200 +20,11% +17,41%
JPM Europe Equity C (acc) - USD ... thesaurierend 357,7200 +20,68% +36,58%
JPM Europe Equity A (dist) - USD ausschüttend 63,6400 +19,38% +15,32%
JPM Europe Equity A (acc) - EUR thesaurierend 29,7400 +18,34% +30,21%
JPM Europe Equity A (acc) - USD thesaurierend 30,8200 +19,46% +15,56%
JPM Europe Equity A (dist) - EUR ausschüttend 72,3200 +18,37% +30,25%
JPM Europe Equity A (acc) - USD ... thesaurierend 336,5000 +19,92% +34,35%
JPM Europe Equity D (acc) - EUR thesaurierend 21,4900 +17,43% +27,24%

Performance

lfd. Jahr  
+11,58%
6 Monate  
+15,50%
1 Jahr  
+19,03%
3 Jahre  
+32,46%
5 Jahre  
+67,86%
10 Jahre     -
seit Beginn  
+94,93%
Jahr
2023  
+16,64%
2022
  -8,74%
2021  
+30,09%
2020
  -2,30%
2019  
+26,11%
2018
  -13,15%
2017  
+13,76%
2016
  -0,10%