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JPMorgan Funds - Europe Equity Plus Fund C (perf) (acc) - EUR/  LU0289214545  /

Fonds
NAV07.06.2024 Diff.-0,2300 Ertragstyp Ausrichtung Fondsgesellschaft
365,5000EUR -0,06% thesaurierend Alternative Investments Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2011 - - - - - - -1,82 -11,88 -5,31 10,92 -1,20 3,46 -
2012 3,78 4,70 -0,86 -0,08 -5,76 5,33 4,77 3,20 1,53 2,21 2,50 2,26 +25,64%
2013 4,88 1,62 2,69 3,40 1,72 -4,57 6,13 -1,16 3,68 6,45 1,52 1,19 +30,66%
2014 -0,46 5,44 0,24 -0,25 2,51 0,21 -1,16 1,47 1,54 -0,64 2,99 -0,86 +11,38%
2015 8,20 5,88 2,98 -0,65 3,01 -4,25 3,61 -7,17 -2,90 7,17 3,55 -3,13 +16,07%
2016 -7,66 -2,91 1,28 1,42 3,80 -8,47 4,61 1,38 0,27 0,51 1,65 4,66 -0,52%
2017 0,62 1,81 3,30 2,65 0,85 -1,84 0,13 -0,55 2,91 3,23 -2,49 0,66 +11,64%
2018 1,87 -3,10 -2,48 3,85 0,92 -1,97 2,53 -2,39 1,18 -5,99 -3,72 -4,37 -13,33%
2019 7,88 4,04 2,26 1,48 -3,86 3,99 0,05 -1,45 3,65 1,14 2,71 1,29 +25,21%
2020 -0,68 -10,57 -17,51 10,74 2,21 2,83 -0,21 1,24 -0,25 -6,98 13,01 2,33 -7,55%
2021 -0,37 3,44 8,89 2,11 3,45 0,86 1,98 1,15 -2,56 5,70 -1,45 7,25 +34,28%
2022 -2,00 -5,12 2,84 0,03 -1,96 -8,08 7,83 -3,59 -5,55 6,50 5,61 -2,79 -7,47%
2023 4,91 2,82 -1,58 0,88 -2,07 4,09 0,05 -0,92 0,71 -2,88 6,03 2,03 +14,49%
2024 3,75 3,15 5,28 -0,15 3,20 0,98 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 9,31% 8,99% 9,66% 14,09% 17,37%
Sharpe Ratio 4,40 4,06 2,24 0,53 0,41
Bester Monat +5,28% +5,28% +6,03% +7,83% +13,01%
Schlechtester Monat -0,15% -0,15% -2,88% -8,08% -17,51%
Maximaler Verlust -2,55% -2,55% -4,46% -17,26% -40,06%
Outperformance +0,03% - -1,10% +2,44% +3,76%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Funds - Europe Equity P... thesaurierend 27,5600 +24,88% +16,58%
JPMorgan Funds - Europe Equity P... thesaurierend 293,5600 +25,57% +37,35%
JPMorgan Funds - Europe Equity P... thesaurierend 37,9400 +26,34% +41,04%
JPMorgan Funds - Europe Equity P... ausschüttend 141,5800 +24,13% +36,31%
JPMorgan Funds - Europe Equity P... thesaurierend 171,9100 +25,52% +37,98%
JPMorgan Funds - Europe Equity P... thesaurierend 182,0500 +25,42% +37,94%
JPMorgan Funds - Europe Equity P... thesaurierend 365,5000 +25,41% +37,83%
JPMorgan Funds - Europe Equity P... thesaurierend 362,2000 +27,44% +44,50%
JPMorgan Funds - Europe Equity P... ausschüttend 174,2500 +25,30% +37,64%
JPMorgan Funds - Europe Equity P... thesaurierend 191,9800 +25,76% +37,28%
JPMorgan Funds - Europe Equity P... thesaurierend 263,3100 +26,41% +22,42%
JPMorgan Funds - Europe Equity P... ausschüttend 18,5300 +23,76% +33,67%
JPMorgan Funds - Europe Equity P... thesaurierend 27,5000 +25,11% +35,53%
JPMorgan Funds - Europe Equity P... ausschüttend 21,8800 +25,08% +35,41%
JPMorgan Funds - Europe Equity P... thesaurierend 23,4000 +24,01% +31,61%
JPMorgan Funds - Europe Equity P... thesaurierend 32,3100 +26,06% +20,16%
JPMorgan Funds - Europe Equity P... thesaurierend 338,6000 +26,92% +41,86%

Performance

lfd. Jahr  
+17,23%
6 Monate  
+18,36%
1 Jahr  
+25,41%
3 Jahre  
+37,83%
5 Jahre  
+67,68%
10 Jahre  
+119,41%
seit Beginn  
+265,50%
Jahr
2023  
+14,49%
2022
  -7,47%
2021  
+34,28%
2020
  -7,55%
2019  
+25,21%
2018
  -13,33%
2017  
+11,64%
2016
  -0,52%
2015  
+16,07%