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JPMorgan Funds - Global Focus Fund A (acc) - CHF (hedged)/  LU0529088766  /

Fonds
NAV07.06.2024 Diff.+0,7700 Ertragstyp Ausrichtung Fondsgesellschaft
408,1200CHF +0,19% thesaurierend Aktien weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2010 - - - - - - - - 7,97 1,72 -1,22 4,87 -
2011 -0,44 1,84 -0,68 2,62 -1,04 -2,48 -4,09 -8,99 -8,91 9,54 -3,00 -0,70 -16,34%
2012 7,49 4,56 0,30 -0,95 -8,83 3,65 2,53 0,80 2,03 -1,01 1,66 1,38 +13,50%
2013 5,63 0,48 1,76 0,95 4,54 -5,54 7,05 -2,36 3,62 4,04 3,54 -0,55 +24,92%
2014 -5,52 5,78 0,22 0,66 3,57 1,43 -0,92 0,94 -1,08 1,85 2,83 -0,83 +8,84%
2015 -0,24 5,62 0,45 0,56 0,97 -2,60 0,48 -7,51 -4,68 9,75 0,47 -2,63 -0,45%
2016 -9,55 -2,13 6,40 0,17 3,27 -4,68 7,21 0,99 0,33 -0,07 4,29 2,85 +8,14%
2017 1,34 2,41 1,61 1,33 -0,50 -0,52 2,40 -0,99 1,59 2,36 1,29 1,83 +15,01%
2018 3,58 -3,51 -5,03 2,50 -0,46 0,54 1,82 -0,43 0,31 -8,26 1,26 -8,23 -15,58%
2019 6,85 3,20 0,96 3,90 -5,24 4,91 1,24 -2,66 0,52 2,84 3,29 1,76 +23,14%
2020 1,30 -10,93 -11,32 11,38 3,60 1,98 4,85 6,30 -3,74 -2,99 15,75 3,05 +16,88%
2021 -0,48 5,58 4,02 4,07 1,70 0,24 2,17 0,92 -1,96 2,34 -2,07 4,65 +22,94%
2022 -2,68 -1,48 3,19 -5,72 -2,97 -10,88 9,78 -2,17 -8,60 6,05 4,73 -3,72 -15,34%
2023 6,53 -0,27 1,43 0,01 0,85 3,78 2,84 -1,86 -3,53 -1,79 7,62 3,94 +20,66%
2024 3,17 4,83 3,31 -3,12 2,42 2,55 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 11,19% 10,67% 10,63% 16,25% 18,17%
Sharpe Ratio 2,77 3,36 1,85 0,21 0,49
Bester Monat +4,83% +4,83% +7,62% +9,78% +15,75%
Schlechtester Monat -3,12% -3,12% -3,53% -10,88% -11,32%
Maximaler Verlust -5,02% -5,02% -7,82% -23,82% -34,08%
Outperformance - - - - -
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Funds - Global Focus Fu... thesaurierend 69,1300 +24,42% +38,37%
JPMorgan Funds - Global Focus Fu... thesaurierend 22,2300 +25,03% +22,95%
JPMorgan Funds - Global Focus Fu... thesaurierend 90,9700 +27,68% +49,43%
JPMorgan Funds - Global Focus Fu... thesaurierend 322,3500 +24,43% +38,32%
JPMorgan Funds - Global Focus Fu... thesaurierend 173,5200 +26,90% +46,75%
JPMorgan Funds - Global Focus Fu... thesaurierend 202,4100 +27,58% +30,52%
JPMorgan Funds - Global Focus Fu... thesaurierend 212,4200 +27,88% +30,36%
JPMorgan Funds - Global Focus Fu... thesaurierend 143,0500 +24,53% -
JPMorgan Funds - Global Focus Fu... thesaurierend 463,4700 +26,69% +45,88%
JPMorgan Funds - Global Focus Fu... thesaurierend 192,4300 +27,39% +29,79%
JPMorgan Funds - Global Focus Fu... thesaurierend 53,8300 +26,63% +45,72%
JPMorgan Funds - Global Focus Fu... ausschüttend 339,9600 +26,64% +45,73%
JPMorgan Funds - Global Focus Fu... ausschüttend 363,9100 +27,60% +29,41%
JPMorgan Funds - Global Focus Fu... thesaurierend 377,4400 +27,60% +29,40%
JPMorgan Funds - Global Focus Fu... thesaurierend 63,6900 +27,33% +29,64%
JPMorgan Funds - Global Focus Fu... ausschüttend 42,6800 +26,53% +26,35%
JPMorgan Funds - Global Focus Fu... thesaurierend 26,9400 +26,30% +26,78%
JPMorgan Funds - Global Focus Fu... ausschüttend 78,6500 +25,70% +42,60%
JPMorgan Funds - Global Focus Fu... thesaurierend 61,6400 +25,69% +42,65%
JPMorgan Funds - Global Focus Fu... thesaurierend 408,1200 +23,44% +22,82%

Performance

lfd. Jahr  
+13,69%
6 Monate  
+18,11%
1 Jahr  
+23,44%
3 Jahre  
+22,82%
5 Jahre  
+82,17%
10 Jahre  
+120,98%
seit Beginn  
+215,49%
Jahr
2023  
+20,66%
2022
  -15,34%
2021  
+22,94%
2020  
+16,88%
2019  
+23,14%
2018
  -15,58%
2017  
+15,01%
2016  
+8,14%
2015
  -0,45%