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JPM Europe Select Equity A (acc) - USD/  LU0337330384  /

Fonds
NAV15.05.2024 Diff.+1,2100 Ertragstyp Ausrichtung Fondsgesellschaft
241,7400USD +0,50% thesaurierend Aktien Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2008 -12,65 2,99 0,08 3,96 1,93 -9,04 -1,90 -5,59 -17,20 -24,06 -5,83 7,98 -48,61%
2009 -9,92 -12,04 7,05 17,68 12,54 -0,58 8,99 6,71 5,35 1,55 1,36 1,06 +42,33%
2010 -5,37 -3,72 7,29 -1,80 -12,13 -1,00 11,11 -3,93 12,32 3,20 -7,69 8,25 +3,25%
2011 4,35 3,15 -1,25 7,52 -2,52 -3,31 -3,62 -10,44 -12,75 13,81 -6,53 -2,60 -15,95%
2012 7,72 8,62 -1,64 -1,88 -12,88 7,64 1,72 4,89 3,01 0,57 3,27 2,78 +24,25%
2013 6,50 -2,68 0,02 3,98 1,81 -4,24 7,81 -1,35 6,09 5,56 1,74 1,67 +29,47%
2014 -4,29 8,68 -0,77 1,60 0,82 -0,32 -3,43 -0,56 -3,94 -1,92 3,32 -4,13 -5,56%
2015 0,08 5,52 -2,44 3,69 1,79 -2,99 1,73 -7,29 -4,77 7,11 -1,41 -2,45 -2,42%
2016 -8,17 -2,25 7,52 2,83 0,15 -7,56 5,00 1,19 -0,64 -2,48 -1,10 5,65 -1,17%
2017 2,61 0,21 4,00 4,29 4,52 -0,69 2,32 -0,37 2,25 1,14 1,59 0,92 +25,16%
2018 5,72 -5,56 -1,72 1,91 -2,59 -1,75 2,49 -2,49 -0,67 -8,14 -0,43 -4,36 -16,90%
2019 6,21 4,22 0,04 3,58 -5,62 6,79 -1,71 -2,57 1,79 4,15 1,77 3,98 +24,19%
2020 -2,16 -10,36 -14,24 7,26 6,64 3,65 6,09 2,97 -2,47 -6,49 17,57 4,44 +9,10%
2021 -3,22 1,76 2,95 4,85 4,45 -0,90 2,22 1,98 -5,70 4,58 -3,19 5,30 +15,30%
2022 -6,24 -5,08 0,69 -5,76 -1,01 -11,42 6,64 -5,28 -8,50 7,13 12,18 -0,54 -18,20%
2023 9,06 0,47 2,48 3,12 -3,92 4,22 2,52 -3,48 -4,23 -3,19 9,16 5,16 +22,12%
2024 -0,13 2,20 2,68 -1,64 4,49 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 12,83% 11,97% 13,69% 18,45% 19,90%
Sharpe Ratio 1,45 2,60 0,75 0,03 0,25
Bester Monat +5,16% +9,16% +9,16% +12,18% +17,57%
Schlechtester Monat -1,64% -1,64% -4,23% -11,42% -14,24%
Maximaler Verlust -4,29% -5,45% -11,39% -33,61% -35,97%
Outperformance +7,12% - +8,02% +9,04% +7,95%
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPM Europe Select Equity D (acc)... thesaurierend 179,9400 +13,64% +24,35%
JPM Europe Select Equity D (acc)... thesaurierend 213,6200 +13,18% +10,93%
JPM Europe Select Equity I (dist... ausschüttend 190,8200 +15,73% +31,49%
JPM Europe Select Equity X (acc)... thesaurierend 361,9900 +16,41% +33,62%
JPM Europe Select Equity A (dist... ausschüttend 144,9100 +13,14% +26,77%
JPM Europe Select Equity I2 (acc... thesaurierend 152,2600 +15,45% +17,74%
JPM Europe Select Equity A (acc)... thesaurierend 1.540,7000 +20,00% +23,64%
JPM Europe Select Equity X (acc)... thesaurierend 254,8400 +18,35% +40,38%
JPM Europe Select Equity I (acc)... thesaurierend 266,8200 +17,76% +38,27%
JPM Europe Select Equity I2 (acc... thesaurierend 165,9000 +15,94% +31,99%
JPM Europe Select Equity I (acc)... thesaurierend 320,7300 +15,82% +31,61%
JPM Europe Select Equity C (acc)... thesaurierend 243,2600 +15,77% +31,44%
JPM Europe Select Equity C (acc)... thesaurierend 207,5500 +15,29% +17,25%
JPM Europe Select Equity C (dist... ausschüttend 175,9600 +15,77% +31,44%
JPM Europe Select Equity A (dist... ausschüttend 125,5200 +14,50% +27,18%
JPM Europe Select Equity A (acc)... thesaurierend 2.168,9399 +14,62% +27,57%
JPM Europe Select Equity A (acc)... thesaurierend 241,7400 +14,03% +13,57%

Performance

lfd. Jahr  
+7,70%
6 Monate  
+16,04%
1 Jahr  
+14,03%
3 Jahre  
+13,57%
5 Jahre  
+52,52%
10 Jahre  
+52,44%
seit Beginn  
+68,54%
Jahr
2023  
+22,12%
2022
  -18,20%
2021  
+15,30%
2020  
+9,10%
2019  
+24,19%
2018
  -16,90%
2017  
+25,16%
2016
  -1,17%
2015
  -2,42%