DetailsChartProfilRisikomatrixNachrichtenDokumente

JPMorgan Funds - Europe Equity Plus Fund C (perf) (acc) - USD/  LU0982976267  /

Fonds
NAV07.06.2024 Diff.-1,8100 Ertragstyp Ausrichtung Fondsgesellschaft
263,3100USD -0,68% thesaurierend Alternative Investments Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2013 - - - - - - - - - - - 2,63 -
2014 -2,72 7,75 0,22 0,14 0,70 0,52 -3,16 -0,15 -2,83 -1,50 2,65 -3,21 -2,09%
2015 0,45 4,79 -1,14 3,03 1,69 -2,49 2,65 -6,03 -3,29 5,89 -0,89 -0,01 +4,07%
2016 -8,34 -2,45 5,98 1,75 1,35 -8,85 5,05 1,20 0,86 -1,90 -1,52 4,17 -3,88%
2017 2,93 0,06 4,05 4,91 3,76 -0,21 3,02 0,34 2,38 1,86 -0,27 1,40 +26,88%
2018 5,83 -5,08 -1,56 1,73 -2,62 -2,06 3,09 -2,98 0,69 -8,10 -3,57 -3,40 -17,29%
2019 8,10 3,19 0,86 1,46 -4,44 6,08 -2,06 -2,31 2,30 3,38 1,40 3,18 +22,50%
2020 -1,96 -11,35 -17,60 9,77 4,67 3,66 5,28 2,10 -2,17 -7,12 16,08 4,90 +1,44%
2021 -1,58 3,26 5,40 5,07 4,55 -1,87 2,02 0,66 -4,50 6,01 -3,50 6,83 +23,76%
2022 -3,22 -4,87 1,65 -4,99 -0,32 -10,62 5,20 -5,06 -7,71 7,73 10,89 0,03 -12,75%
2023 6,47 0,83 0,78 1,82 -4,90 6,45 1,13 -2,63 -1,79 -2,68 9,10 3,54 +18,56%
2024 1,98 2,84 4,80 -0,98 4,77 0,52 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 11,83% 11,36% 12,34% 17,57% 19,73%
Sharpe Ratio 2,84 3,33 1,84 0,18 0,31
Bester Monat +4,80% +4,80% +9,10% +10,89% +16,08%
Schlechtester Monat -0,98% -0,98% -2,68% -10,62% -17,60%
Maximaler Verlust -4,63% -4,63% -8,07% -29,96% -40,88%
Outperformance +1,96% - +1,81% - -
 
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  
+14,61%
6 Monate  
+18,92%
1 Jahr  
+26,41%
3 Jahre  
+22,42%
5 Jahre  
+60,26%
10 Jahre  
+74,26%
seit Beginn  
+95,10%
Jahr
2023  
+18,56%
2022
  -12,75%
2021  
+23,76%
2020  
+1,44%
2019  
+22,50%
2018
  -17,29%
2017  
+26,88%
2016
  -3,88%
2015  
+4,07%