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JPM Europe Equity Plus D (perf) (acc) - USD/  LU0336375869  /

Fonds
NAV30.05.2024 Diff.+0,1100 Ertragstyp Ausrichtung Fondsgesellschaft
27,2200USD +0,41% thesaurierend Alternative Investments Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2008 -13,44 4,87 1,92 2,02 1,63 -7,39 -3,39 -7,79 -18,43 -25,80 -6,70 6,59 -52,37%
2009 -7,72 -8,37 3,32 13,50 12,04 0,51 8,30 6,74 4,79 1,97 1,32 -0,20 +39,47%
2010 -4,23 -2,73 8,00 -1,20 -11,55 -1,03 10,88 -3,55 12,77 4,13 -5,53 10,63 +14,20%
2011 5,56 4,18 0,96 7,07 -3,49 -2,92 -2,53 -11,70 -12,05 15,27 -4,90 -0,57 -8,11%
2012 4,89 7,14 -1,79 -1,04 -11,95 7,58 1,48 5,67 3,81 2,67 2,52 3,88 +25,91%
2013 7,47 -2,06 0,36 5,70 0,27 -4,36 7,47 -1,39 6,04 7,03 1,24 2,45 +33,61%
2014 -2,80 7,69 0,11 0,05 0,54 0,38 -3,29 -0,28 -2,96 -1,61 2,52 -3,31 -3,42%
2015 0,30 4,65 -1,29 2,91 1,55 -2,62 2,47 -6,12 -3,44 5,73 -1,03 -0,12 +2,36%
2016 -8,48 -2,59 5,89 1,59 1,32 -9,26 4,97 1,06 0,74 -1,96 -1,62 3,94 -5,54%
2017 2,87 -0,18 3,87 4,81 3,55 -0,32 2,91 0,21 2,16 1,86 -0,44 1,19 +24,74%
2018 5,63 -5,15 -1,71 1,59 -2,84 -2,22 2,94 -3,10 0,52 -8,22 -3,75 -3,55 -18,81%
2019 7,96 3,02 0,76 1,29 -4,62 5,96 -2,21 -2,47 2,15 3,24 1,25 2,99 +20,33%
2020 -2,11 -11,47 -17,76 9,63 4,55 3,50 5,10 1,92 -2,27 -7,30 15,94 4,74 -0,35%
2021 -1,71 3,12 5,21 4,91 4,41 -2,02 1,85 0,52 -4,64 5,85 -3,66 6,67 +21,53%
2022 -3,35 -5,01 1,49 -5,15 -0,47 -10,78 5,06 -5,12 -7,72 7,45 10,67 -0,10 -14,24%
2023 6,18 0,77 0,54 1,70 -5,07 6,27 1,01 -2,77 -1,83 -2,63 8,80 3,25 +16,41%
2024 1,99 2,80 4,86 -1,17 3,85 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 11,84% 11,16% 12,50% 17,51% 19,69%
Sharpe Ratio 2,59 2,90 1,61 0,09 0,24
Bester Monat +4,86% +8,80% +8,80% +10,67% +15,94%
Schlechtester Monat -1,17% -1,17% -5,07% -10,78% -17,76%
Maximaler Verlust -4,57% -4,57% -8,28% -30,69% -41,05%
Outperformance -2,88% - -3,18% -8,05% -12,66%
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPM Europe Equity Plus D (perf) ... thesaurierend 27,2200 +23,90% +17,23%
JPM Europe Equity Plus D (perf) ... thesaurierend 290,0900 +24,56% +38,30%
JPM Europe Equity Plus X (perf) ... thesaurierend 37,4000 +25,13% +41,94%
JPM Europe Equity Plus C (perf) ... ausschüttend 139,6500 +22,46% +36,99%
JPM Europe Equity Plus I2 (perf)... thesaurierend 169,4700 +24,31% +38,84%
JPM Europe Equity Plus I (perf) ... thesaurierend 179,4700 +24,22% +38,79%
JPM Europe Equity Plus C (perf) ... thesaurierend 360,3200 +24,21% +38,68%
JPM Europe Equity Plus C (perf) ... thesaurierend 357,6000 +26,35% +45,43%
JPM Europe Equity Plus C (perf) ... ausschüttend 171,7800 +24,09% +38,48%
JPM Europe Equity Plus C (acc) -... thesaurierend 189,3500 +24,60% +38,18%
JPM Europe Equity Plus C (perf) ... thesaurierend 259,8500 +25,42% +23,07%
JPM Europe Equity Plus A (perf) ... ausschüttend 18,2800 +22,09% +34,38%
JPM Europe Equity Plus A (perf) ... thesaurierend 27,1200 +23,95% +36,35%
JPM Europe Equity Plus A (perf) ... ausschüttend 21,5800 +23,92% +36,23%
JPM Europe Equity Plus D (perf) ... thesaurierend 23,0900 +22,88% +32,47%
JPM Europe Equity Plus A (perf) ... thesaurierend 31,8900 +25,11% +20,80%
JPM Europe Equity Plus A (perf) ... thesaurierend 334,5300 +25,90% +42,84%

Performance

lfd. Jahr  
+12,85%
6 Monate  
+16,52%
1 Jahr  
+23,90%
3 Jahre  
+17,23%
5 Jahre  
+50,06%
10 Jahre  
+47,29%
seit Beginn  
+89,82%
Jahr
2023  
+16,41%
2022
  -14,24%
2021  
+21,53%
2020
  -0,35%
2019  
+20,33%
2018
  -18,81%
2017  
+24,74%
2016
  -5,54%
2015  
+2,36%