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JPM Europe Select Equity C (acc) - USD/  LU1303370313  /

Fonds
NAV15.05.2024 Diff.+1,0500 Ertragstyp Ausrichtung Fondsgesellschaft
207,5500USD +0,51% thesaurierend Aktien Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2015 - - - - - - - - - - -1,32 -2,38 -
2016 -8,11 -2,17 7,61 2,89 0,25 -7,50 5,07 1,28 -0,56 -2,40 -1,02 5,73 -0,23%
2017 2,70 0,28 4,09 4,37 4,61 -0,62 2,41 -0,28 2,33 1,23 1,67 1,01 +26,36%
2018 5,82 -5,47 -1,64 2,00 -2,50 -1,67 2,59 -2,40 -0,58 -8,05 -0,34 -4,26 -15,97%
2019 6,31 4,31 0,12 3,65 -5,51 6,87 -1,60 -2,47 1,89 4,24 1,86 4,08 +25,57%
2020 -2,06 -10,29 -14,16 7,37 6,73 3,75 6,18 3,07 -2,38 -6,41 17,68 4,54 +10,31%
2021 -3,13 1,84 3,06 4,94 4,55 -0,81 2,30 2,07 -5,63 4,67 -3,10 5,38 +16,54%
2022 -6,15 -5,01 0,78 -5,68 -0,92 -11,35 6,73 -5,19 -8,43 7,23 12,27 -0,46 -17,35%
2023 9,15 0,55 2,57 3,21 -3,83 4,32 2,62 -3,39 -4,14 -3,10 9,26 5,25 +23,45%
2024 -0,04 2,28 2,77 -1,54 4,53 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 12,83% 11,97% 13,69% 18,45% 19,90%
Sharpe Ratio 1,55 2,73 0,84 0,09 0,31
Bester Monat +5,25% +9,26% +9,26% +12,27% +17,68%
Schlechtester Monat -1,54% -1,54% -4,14% -11,35% -14,16%
Maximaler Verlust -4,19% -5,40% -11,12% -32,95% -35,85%
Outperformance -1,49% - +0,28% +14,49% +24,24%
 
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  
+8,14%
6 Monate  
+16,68%
1 Jahr  
+15,29%
3 Jahre  
+17,25%
5 Jahre  
+61,04%
10 Jahre     -
seit Beginn  
+82,43%
Jahr
2023  
+23,45%
2022
  -17,35%
2021  
+16,54%
2020  
+10,31%
2019  
+25,57%
2018
  -15,97%
2017  
+26,36%
2016
  -0,23%