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JPMorgan Funds - Europe Equity Plus Fund C (perf) (acc) - USD (hedged)/  LU1046624042  /

Fonds
NAV07.06.2024 Diff.-0,2700 Ertragstyp Ausrichtung Fondsgesellschaft
362,2000USD -0,07% thesaurierend Alternative Investments Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2014 - - - -0,60 2,17 -0,19 -1,39 1,28 0,80 -0,31 3,40 -1,30 -
2015 5,07 5,03 2,81 -0,72 2,41 -4,48 3,93 -6,29 -2,51 6,28 2,83 -1,84 +12,22%
2016 -6,38 -2,56 1,70 1,00 3,29 -6,38 5,40 1,71 0,73 1,88 -0,04 4,64 +4,26%
2017 0,84 1,65 3,65 2,65 2,09 -1,50 1,27 0,42 1,97 3,40 -2,02 1,04 +16,44%
2018 1,59 -2,84 -2,09 4,34 0,38 -1,36 2,89 -2,18 1,06 -5,83 -3,38 -3,77 -11,10%
2019 7,43 3,55 2,49 2,05 -3,12 4,38 0,68 -1,51 3,12 0,96 2,47 1,30 +26,09%
2020 -0,98 -10,08 -17,13 10,15 3,35 3,07 -0,66 1,18 0,37 -7,36 13,15 2,59 -6,09%
2021 -0,85 3,40 8,44 2,58 3,25 0,83 1,63 1,37 -2,39 4,84 -1,18 6,87 +32,17%
2022 -1,84 -5,13 2,84 0,10 -1,34 -7,94 6,80 -2,40 -4,86 6,85 6,00 -1,97 -4,13%
2023 5,37 2,70 -1,23 0,92 -2,35 4,34 -0,28 -0,71 1,23 -2,36 5,68 1,52 +15,40%
2024 3,73 3,70 5,86 0,18 3,13 0,82 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 9,20% 8,84% 9,48% 13,89% 16,89%
Sharpe Ratio 4,89 4,44 2,50 0,67 0,49
Bester Monat +5,86% +5,86% +5,86% +6,87% +13,15%
Schlechtester Monat +0,18% +0,18% -2,36% -7,94% -17,13%
Maximaler Verlust -2,65% -2,65% -4,16% -15,78% -38,30%
Outperformance +6,58% - -7,04% +5,16% +15,77%
 
Alle Kurse in USD

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  
+18,60%
6 Monate  
+19,52%
1 Jahr  
+27,44%
3 Jahre  
+44,50%
5 Jahre  
+76,92%
10 Jahre  
+150,17%
seit Beginn  
+162,64%
Jahr
2023  
+15,40%
2022
  -4,13%
2021  
+32,17%
2020
  -6,09%
2019  
+26,09%
2018
  -11,10%
2017  
+16,44%
2016  
+4,26%
2015  
+12,22%