JPMorgan Funds - Europe Strategic Growth Fund X (acc) - EUR/ LU0143829926 /
NAV18.06.2024 | Diff.+1,7000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
237,8200EUR | +0,72% | thesaurierend | Aktien Europa | JPMorgan AM (EU) ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2016 | - | -3,08 | 2,15 | -0,24 | 5,22 | -3,51 | 4,83 | 0,52 | 0,94 | -2,80 | 0,15 | 3,62 | +9,00% |
2017 | 1,67 | 3,02 | 3,02 | 4,17 | 1,50 | -2,68 | 0,35 | 0,00 | 3,78 | 3,45 | -2,58 | 1,88 | +18,73% |
2018 | 2,21 | -2,71 | -2,63 | 3,77 | 4,34 | -1,08 | 2,39 | 0,33 | -0,62 | -8,19 | -2,25 | -4,55 | -9,30% |
2019 | 6,72 | 4,02 | 4,17 | 2,50 | -1,63 | 4,54 | 0,92 | 0,73 | 1,35 | 0,47 | 3,27 | 2,35 | +33,37% |
2020 | 0,63 | -9,17 | -12,64 | 9,62 | 4,69 | 1,55 | 2,75 | 1,77 | 1,34 | -5,56 | 8,35 | 3,44 | +4,38% |
2021 | -0,22 | 2,54 | 5,52 | 4,59 | 3,73 | 2,81 | 4,69 | 2,07 | -4,85 | 5,89 | 0,63 | 4,24 | +35,98% |
2022 | -9,87 | -4,87 | 2,84 | -0,87 | -4,91 | -7,48 | 11,24 | -4,47 | -6,86 | 4,62 | 6,00 | -3,76 | -18,77% |
2023 | 4,98 | 1,13 | 1,50 | 1,63 | -0,45 | 2,00 | 0,38 | -1,29 | -2,65 | -3,82 | 7,09 | 3,03 | +13,85% |
2024 | 4,11 | 4,61 | 3,55 | -2,40 | 3,58 | 1,50 | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 11,13% | 10,74% | 11,12% | 15,18% | 16,74% |
Sharpe Ratio | 3,02 | 2,96 | 1,39 | 0,21 | 0,41 |
Bester Monat | +4,61% | +4,61% | +7,09% | +11,24% | +11,24% |
Schlechtester Monat | -2,40% | -2,40% | -3,82% | -9,87% | -12,64% |
Maximaler Verlust | -4,14% | -4,14% | -8,35% | -25,40% | -34,11% |
Outperformance | +9,44% | - | +6,84% | +32,52% | - |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
JPMorgan Funds - Europe Strategi... | ausschüttend | 41,7800 | +16,06% | +14,62% | |
JPMorgan Funds - Europe Strategi... | thesaurierend | 237,8200 | +19,06% | +22,14% | |
JPMorgan Funds - Europe Strategi... | thesaurierend | 169,3900 | +18,34% | +19,93% | |
JPMorgan Funds - Europe Strategi... | thesaurierend | 205,1300 | +18,16% | +19,39% | |
JPMorgan Funds - Europe Strategi... | thesaurierend | 54,3700 | +18,12% | +19,23% | |
JPMorgan Funds - Europe Strategi... | ausschüttend | 283,4000 | +18,12% | +19,25% | |
JPMorgan Funds - Europe Strategi... | thesaurierend | 46,5200 | +17,18% | +16,47% | |
JPMorgan Funds - Europe Strategi... | ausschüttend | 27,1500 | +17,19% | +16,51% | |
JPMorgan Funds - Europe Strategi... | thesaurierend | 27,8200 | +16,30% | +13,88% |
Performance
lfd. Jahr | +15,72% | ||
---|---|---|---|
6 Monate | +16,36% | ||
1 Jahr | +19,06% | ||
3 Jahre | +22,14% | ||
5 Jahre | +65,16% | ||
10 Jahre | - | ||
seit Beginn | +137,82% | ||
Jahr | |||
2023 | +13,85% | ||
2022 | -18,77% | ||
2021 | +35,98% | ||
2020 | +4,38% | ||
2019 | +33,37% | ||
2018 | -9,30% | ||
2017 | +18,73% | ||
2016 | +9,00% |