DetailsChartProfilRisikomatrixNachrichtenDokumente

JPM Europe Strategic Growth I (acc) - EUR/  LU0248049172  /

Fonds
NAV30.05.2024 Diff.+0,6600 Ertragstyp Ausrichtung Fondsgesellschaft
201,7700EUR +0,33% thesaurierend Aktien Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2015 - - - - - - - - - - - -1,59 -
2016 -6,11 -3,14 2,09 -0,30 5,15 -3,58 4,77 0,45 0,88 -2,86 0,09 3,55 +0,32%
2017 1,60 2,97 2,95 4,11 1,44 -2,74 0,28 -0,07 3,72 3,39 -2,64 1,83 +17,85%
2018 2,13 -2,77 -2,68 3,70 4,28 -1,15 2,33 0,26 -0,68 -8,25 -2,31 -4,61 -10,00%
2019 6,65 3,98 4,11 2,44 -1,70 4,49 0,85 0,67 1,28 0,49 3,20 2,28 +32,47%
2020 0,57 -9,21 -12,70 9,55 4,63 1,49 2,69 1,70 1,27 -5,61 8,28 3,37 +3,59%
2021 -0,28 2,47 5,47 4,53 3,66 2,74 4,63 2,00 -4,91 5,82 0,57 4,17 +34,99%
2022 -9,93 -4,92 2,77 -0,93 -4,97 -7,54 11,17 -4,53 -6,92 4,55 5,93 -3,82 -19,39%
2023 4,92 1,07 1,44 1,57 -0,51 1,93 0,32 -1,35 -2,71 -3,88 7,03 2,97 +13,00%
2024 4,04 4,54 3,49 -2,47 3,31 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 10,98% 10,26% 10,95% 15,12% 16,73%
Sharpe Ratio 2,95 3,21 1,18 0,15 0,39
Bester Monat +4,54% +7,03% +7,03% +11,17% +11,17%
Schlechtester Monat -2,47% -2,47% -3,88% -9,93% -12,70%
Maximaler Verlust -4,20% -4,20% -8,67% -25,84% -34,15%
Outperformance +8,32% - +5,28% +28,68% +48,58%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPM Europe Strategic Growth A (d... ausschüttend 41,3700 +14,04% +14,87%
JPM Europe Strategic Growth X (a... thesaurierend 233,8300 +17,62% +22,16%
JPM Europe Strategic Growth I2 (... thesaurierend 166,6000 +16,90% +19,95%
JPM Europe Strategic Growth I (a... thesaurierend 201,7700 +16,73% +19,42%
JPM Europe Strategic Growth C (a... thesaurierend 53,4800 +16,67% +19,27%
JPM Europe Strategic Growth C (d... ausschüttend 278,7500 +16,68% +19,27%
JPM Europe Strategic Growth A (a... thesaurierend 45,7800 +15,75% +16,52%
JPM Europe Strategic Growth A (d... ausschüttend 26,7200 +15,78% +16,55%
JPM Europe Strategic Growth D (a... thesaurierend 27,3900 +14,89% +13,94%

Performance

lfd. Jahr  
+13,42%
6 Monate  
+16,79%
1 Jahr  
+16,73%
3 Jahre  
+19,42%
5 Jahre  
+63,01%
10 Jahre     -
seit Beginn  
+101,77%
Jahr
2023  
+13,00%
2022
  -19,39%
2021  
+34,99%
2020  
+3,59%
2019  
+32,47%
2018
  -10,00%
2017  
+17,85%
2016  
+0,32%