JPM Europe Select Equity X (acc) - EUR/ LU0085149507 /
| NAV20.05.2024 | Diff.+1.6800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 363.3700EUR | +0.46% | thesaurierend | Aktien Europa | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2001 | - | - | - | - | - | -3.14 | -2.81 | -4.92 | -8.75 | 3.65 | 4.12 | 2.94 | - |
| 2002 | -2.18 | -0.72 | 5.43 | -4.47 | -3.04 | -9.42 | -6.95 | -2.18 | -11.99 | 8.74 | 3.98 | -8.94 | -29.15% |
| 2003 | -7.57 | -3.69 | -1.78 | 10.90 | 0.28 | 4.29 | 3.38 | 3.19 | -4.50 | 6.23 | 0.49 | 3.12 | +13.74% |
| 2004 | 3.10 | 2.23 | -2.43 | 0.80 | -0.36 | 2.32 | -2.39 | -0.93 | 1.61 | 0.71 | 2.36 | 1.26 | +8.40% |
| 2005 | 2.53 | 4.12 | -0.74 | -1.70 | 5.04 | 4.26 | 4.26 | 1.04 | 4.03 | -3.77 | 4.02 | 4.03 | +30.19% |
| 2006 | 3.51 | 3.27 | 2.24 | 0.43 | -4.13 | 1.53 | 1.05 | 3.93 | 1.98 | 4.41 | 0.13 | 3.78 | +24.15% |
| 2007 | 2.48 | -1.07 | 3.24 | 3.70 | 3.08 | -0.86 | -3.01 | -1.97 | -1.76 | 2.61 | -5.92 | -1.05 | -1.04% |
| 2008 | -13.42 | 0.80 | -3.74 | 5.81 | 2.40 | -10.46 | -0.93 | 0.66 | -14.05 | -15.20 | -5.73 | -2.74 | -45.68% |
| 2009 | -0.81 | -10.35 | 1.82 | 18.75 | 5.59 | -0.29 | 8.69 | 5.73 | 3.26 | 0.56 | -0.26 | 5.84 | +42.58% |
| 2010 | -2.16 | -1.25 | 8.06 | -0.21 | -4.78 | -0.49 | 4.77 | -1.54 | 4.99 | 1.35 | -1.30 | 5.37 | +12.69% |
| 2011 | 2.07 | 2.37 | -3.53 | 2.92 | 0.53 | -3.57 | -2.93 | -10.62 | -6.06 | 9.48 | -2.88 | 1.30 | -11.71% |
| 2012 | 6.57 | 6.23 | -0.67 | -0.86 | -6.80 | 5.36 | 5.02 | 2.47 | 0.80 | 0.15 | 3.21 | 1.19 | +24.19% |
| 2013 | 3.88 | 0.95 | 2.29 | 1.66 | 3.29 | -4.51 | 6.42 | -1.15 | 3.75 | 5.05 | 2.02 | 0.40 | +26.35% |
| 2014 | -1.96 | 6.41 | -0.62 | 1.30 | 2.73 | -0.49 | -1.28 | 1.19 | 0.53 | -0.96 | 3.80 | -1.66 | +8.98% |
| 2015 | 7.95 | 6.77 | 1.76 | 0.14 | 3.26 | -4.61 | 2.84 | -8.30 | -4.26 | 8.54 | 3.14 | -5.04 | +11.06% |
| 2016 | -7.70 | -2.59 | 2.86 | 2.63 | 2.72 | -7.00 | 4.70 | 1.52 | -1.10 | 0.05 | 2.23 | 6.29 | +3.63% |
| 2017 | 0.45 | 2.11 | 3.39 | 2.19 | 1.74 | -2.18 | -0.41 | -1.11 | 2.89 | 2.66 | -0.54 | 0.31 | +11.93% |
| 2018 | 1.91 | -3.50 | -2.52 | 4.19 | 1.09 | -1.57 | 2.08 | -1.76 | -0.07 | -5.90 | -0.45 | -5.03 | -11.39% |
| 2019 | 5.96 | 5.22 | 1.56 | 3.71 | -4.89 | 4.81 | 0.58 | -1.56 | 3.27 | 2.04 | 3.21 | 2.09 | +28.69% |
| 2020 | -0.62 | -9.46 | -14.03 | 8.35 | 4.27 | 2.98 | 0.70 | 2.26 | -0.43 | -6.22 | 14.62 | 2.03 | +1.20% |
| 2021 | -1.90 | 2.07 | 6.53 | 2.04 | 3.48 | 1.99 | 2.31 | 2.61 | -3.66 | 4.41 | -1.00 | 5.85 | +27.13% |
| 2022 | -4.89 | -5.25 | 2.01 | -0.63 | -2.52 | -8.79 | 9.44 | -3.65 | -6.23 | 6.05 | 6.95 | -3.23 | -11.87% |
| 2023 | 7.60 | 2.60 | 0.21 | 2.29 | -0.91 | 2.05 | 1.56 | -1.66 | -1.66 | -3.26 | 6.24 | 3.76 | +19.84% |
| 2024 | 1.74 | 2.65 | 3.28 | -0.65 | 3.72 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9.72% | 9.01% | 10.55% | 14.62% | 17.25% |
| Sharpe Ratio | 2.89 | 3.61 | 1.14 | 0.45 | 0.43 |
| Bester Monat | +3.76% | +6.24% | +6.24% | +9.44% | +14.62% |
| Schlechtester Monat | -0.65% | -0.65% | -3.26% | -8.79% | -14.03% |
| Maximaler Verlust | -2.67% | -3.15% | -7.16% | -21.61% | -35.54% |
| Outperformance | +0.16% | - | -1.47% | +17.75% | +28.59% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPM Europe Select Equity D (acc)... | thesaurierend | 180.5700 | +13.01% | +25.29% | |
| JPM Europe Select Equity D (acc)... | thesaurierend | 214.9500 | +13.56% | +11.49% | |
| JPM Europe Select Equity I (dist... | ausschüttend | 191.5400 | +15.16% | +32.51% | |
| JPM Europe Select Equity X (acc)... | thesaurierend | 363.3700 | +15.75% | +34.65% | |
| JPM Europe Select Equity A (dist... | ausschüttend | 144.8400 | +11.97% | +26.96% | |
| JPM Europe Select Equity I2 (acc... | thesaurierend | 153.2500 | +15.84% | +18.35% | |
| JPM Europe Select Equity A (acc)... | thesaurierend | 1'546.5900 | +18.93% | +24.21% | |
| JPM Europe Select Equity X (acc)... | thesaurierend | 255.6500 | +17.52% | +41.24% | |
| JPM Europe Select Equity I (acc)... | thesaurierend | 267.6500 | +16.93% | +39.11% | |
| JPM Europe Select Equity I2 (acc... | thesaurierend | 166.5200 | +15.27% | +33.00% | |
| JPM Europe Select Equity I (acc)... | thesaurierend | 321.9400 | +15.16% | +32.62% | |
| JPM Europe Select Equity C (acc)... | thesaurierend | 244.1700 | +15.11% | +32.45% | |
| JPM Europe Select Equity C (acc)... | thesaurierend | 208.8900 | +15.68% | +17.85% | |
| JPM Europe Select Equity C (dist... | ausschüttend | 176.6200 | +15.11% | +32.45% | |
| JPM Europe Select Equity A (dist... | ausschüttend | 125.9800 | +13.86% | +28.15% | |
| JPM Europe Select Equity A (acc)... | thesaurierend | 2'176.8999 | +13.97% | +28.56% | |
| JPM Europe Select Equity A (acc)... | thesaurierend | 243.2700 | +14.42% | +14.15% |
Performance
| lfd. Jahr | +11.14% | ||
|---|---|---|---|
| 6 Monate | +16.64% | ||
| 1 Jahr | +15.75% | ||
| 3 Jahre | +34.65% | ||
| 5 Jahre | +70.08% | ||
| 10 Jahre | +129.17% | ||
| seit Beginn | +263.37% | ||
| Jahr | |||
| 2023 | +19.84% | ||
| 2022 | -11.87% | ||
| 2021 | +27.13% | ||
| 2020 | +1.20% | ||
| 2019 | +28.69% | ||
| 2018 | -11.39% | ||
| 2017 | +11.93% | ||
| 2016 | +3.63% | ||
| 2015 | +11.06% | ||
