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JPMorgan Funds - Europe Equity Plus Fund A (perf) (acc) - USD/  LU0336375786  /

Fonds
NAV25.09.2024 Diff.+0,1100 Ertragstyp Ausrichtung Fondsgesellschaft
33,3700USD +0,33% thesaurierend Alternative Investments Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2008 -13,38 4,94 1,99 2,09 1,70 -7,30 -3,22 -7,75 -18,39 -25,72 -6,65 6,68 -51,91%
2009 -7,65 -8,28 3,28 13,67 12,31 0,50 8,30 6,87 4,93 2,04 1,40 -0,10 +40,89%
2010 -4,15 -2,68 8,15 -1,27 -11,40 -1,01 10,96 -3,46 12,87 4,21 -5,38 10,43 +15,00%
2011 5,67 4,22 1,01 6,94 -3,39 -2,91 -2,46 -11,59 -11,95 15,40 -4,92 -0,46 -7,47%
2012 5,01 7,16 -1,73 -1,01 -11,78 7,68 1,52 5,71 3,82 2,80 2,57 4,02 +27,09%
2013 7,52 -2,04 0,49 5,93 0,26 -4,22 7,59 -1,32 6,13 7,04 1,35 2,55 +34,96%
2014 -2,76 7,79 0,21 0,10 0,62 0,46 -3,21 -0,21 -2,90 -1,52 2,59 -3,28 -2,60%
2015 0,39 4,76 -1,21 2,94 1,61 -2,55 2,62 -6,08 -3,37 5,86 -0,96 -0,05 +3,33%
2016 -8,38 -2,46 5,95 1,70 1,34 -9,09 5,09 1,10 0,86 -1,98 -1,56 4,10 -4,51%
2017 2,87 0,00 4,05 4,84 3,71 -0,29 3,01 0,24 2,35 1,79 -0,32 1,36 +26,11%
2018 5,76 -5,11 -1,60 1,67 -2,71 -2,15 3,03 -3,04 0,65 -8,17 -3,64 -3,46 -17,89%
2019 8,04 3,12 0,78 1,45 -4,53 6,05 -2,17 -2,36 2,27 3,28 1,35 3,09 +21,58%
2020 -2,01 -11,41 -17,66 9,69 4,62 3,60 5,21 2,00 -2,21 -7,22 16,05 4,80 +0,63%
2021 -1,64 3,21 5,34 4,99 4,47 -1,93 1,97 0,61 -4,59 5,96 -3,58 6,80 +22,83%
2022 -3,29 -4,94 1,57 -5,03 -0,41 -10,69 5,14 -5,06 -7,63 7,56 10,73 0,00 -13,38%
2023 6,26 0,86 0,62 1,74 -4,95 6,37 1,09 -2,72 -1,72 -2,53 8,87 3,34 +17,58%
2024 2,06 2,92 4,90 -1,03 4,69 -1,93 0,89 4,21 0,66 - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 13,46% 14,44% 12,98% 17,62% 19,87%
Sharpe Ratio 1,69 0,90 2,13 0,31 0,35
Bester Monat +4,90% +4,90% +8,87% +10,73% +16,05%
Schlechtester Monat -1,93% -1,93% -2,53% -10,69% -17,66%
Maximaler Verlust -8,08% -8,08% -8,08% -30,21% -40,94%
Outperformance -2,06% - -2,15% -5,11% -6,83%
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Funds - Europe Equity P... thesaurierend 38,0400 +25,54% +40,16%
JPMorgan Funds - Europe Equity P... thesaurierend 172,0600 +24,78% +37,17%
JPMorgan Funds - Europe Equity P... thesaurierend 28,3900 +29,93% +24,90%
JPMorgan Funds - Europe Equity P... thesaurierend 291,9500 +23,65% +36,58%
JPMorgan Funds - Europe Equity P... ausschüttend 137,0100 +19,89% +34,18%
JPMorgan Funds - Europe Equity P... thesaurierend 182,1100 +24,57% +37,10%
JPMorgan Funds - Europe Equity P... thesaurierend 365,5900 +24,54% +37,00%
JPMorgan Funds - Europe Equity P... thesaurierend 361,7700 +25,34% +43,51%
JPMorgan Funds - Europe Equity P... ausschüttend 171,1700 +24,55% +36,82%
JPMorgan Funds - Europe Equity P... thesaurierend 192,0400 +24,94% +36,59%
JPMorgan Funds - Europe Equity P... thesaurierend 272,5200 +31,53% +31,06%
JPMorgan Funds - Europe Equity P... thesaurierend 27,4500 +24,21% +34,69%
JPMorgan Funds - Europe Equity P... ausschüttend 21,5700 +24,20% +34,66%
JPMorgan Funds - Europe Equity P... ausschüttend 17,9400 +19,48% +31,65%
JPMorgan Funds - Europe Equity P... thesaurierend 23,3100 +23,20% +30,96%
JPMorgan Funds - Europe Equity P... thesaurierend 33,3700 +31,12% +28,64%
JPMorgan Funds - Europe Equity P... thesaurierend 337,8300 +24,97% +41,05%

Performance

lfd. Jahr  
+18,50%
6 Monate  
+7,92%
1 Jahr  
+31,12%
3 Jahre  
+28,64%
5 Jahre  
+63,74%
10 Jahre  
+77,69%
seit Beginn  
+132,71%
Jahr
2023  
+17,58%
2022
  -13,38%
2021  
+22,83%
2020  
+0,63%
2019  
+21,58%
2018
  -17,89%
2017  
+26,11%
2016
  -4,51%
2015  
+3,33%