JPMorgan Funds - Global Focus Fund A (dist) - USD/ LU0168342896 /

NAV07.06.2024	Diff.-0,0100	Ertragstyp	Ausrichtung	Fondsgesellschaft
42,6800USD	-0,02%	ausschüttend	Aktien weltweit	JPMorgan AM (EU) ▶

Monatliche Performance

	Jan	Feb	Mrz	Apr	Mai	Jun	Jul	Aug	Sep	Okt	Nov	Dez	Gesamt
2007	1,59	0,28	3,89	5,04	2,14	0,25	-0,25	-3,17	3,30	3,32	-4,14	-1,35	+10,97%
2008	-11,68	2,51	-5,12	4,94	0,80	-6,39	-1,92	-2,58	-15,66	-21,52	-7,52	5,77	-47,39%
2009	-4,59	-7,80	9,45	15,85	11,35	2,30	7,62	4,08	5,45	1,08	2,22	4,91	+62,66%
2010	-3,14	-0,63	8,45	1,03	-11,05	-2,70	8,32	-2,95	11,44	2,44	-3,02	7,38	+14,05%
2011	-0,13	2,90	-0,20	5,12	-1,69	-2,35	-2,60	-10,29	-11,65	11,60	-4,10	-1,50	-15,77%
2012	8,84	5,09	-0,35	-0,63	-10,78	4,61	2,20	1,71	2,85	-1,07	1,52	1,56	+15,27%
2013	5,32	-0,80	1,21	1,39	3,13	-5,44	7,36	-2,18	4,91	4,03	3,17	-0,40	+23,14%
2014	-6,00	6,75	0,23	0,97	3,15	1,91	-1,77	0,55	-2,99	1,34	2,10	-1,79	+3,94%
2015	-0,88	5,50	-0,79	2,18	0,42	-1,76	-0,26	-7,55	-4,70	9,67	-0,83	-1,73	-1,80%
2016	-10,19	-1,27	8,41	0,83	2,11	-4,49	7,35	0,95	0,85	-1,23	3,12	2,75	+8,12%
2017	2,84	2,19	1,78	1,85	0,29	0,05	3,33	-0,71	1,68	1,75	2,10	2,46	+21,38%
2018	5,34	-3,93	-4,66	1,61	-0,86	0,23	2,10	-0,54	0,36	-8,30	1,61	-7,75	-14,65%
2019	7,83	2,95	0,89	3,87	-5,20	5,96	0,76	-2,57	0,50	3,76	3,01	2,84	+26,73%
2020	1,03	-11,14	-12,21	11,66	3,93	2,30	6,39	6,71	-4,12	-2,79	16,71	4,00	+20,17%
2021	-0,72	5,46	3,08	4,90	1,94	-0,30	2,30	0,79	-2,49	2,70	-2,52	4,77	+21,35%
2022	-2,97	-1,37	2,78	-6,94	-2,38	-11,53	9,74	-2,54	-9,21	6,20	6,84	-2,63	-15,20%
2023	7,31	-0,81	2,38	0,25	0,52	4,44	3,67	-2,27	-3,91	-1,80	9,11	5,19	+25,85%
2024	2,58	4,68	3,26	-3,40	3,17	2,52	-	-	-	-	-	-	-

Einzelne Monate: Ausschüttungen nicht berücksichtigt

Kennzahlen und Performance in:

	lfd. Jahr	6 Monate	1 Jahr	3 Jahre	5 Jahre
Volatilität	11,96%	11,50%	11,63%	17,25%	19,01%
Sharpe Ratio	2,50	3,32	1,96	0,25	0,56
Bester Monat	+5,19%	+5,19%	+9,11%	+9,74%	+16,71%
Schlechtester Monat	-3,40%	-3,40%	-3,91%	-11,53%	-12,21%
Maximaler Verlust	-5,29%	-5,29%	-8,69%	-26,56%	-35,28%
Outperformance	+13,24%	-	+13,45%	+11,33%	+16,77%

Alle Kurse in USD

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%