DetailsChartProfilRisikomatrixNachrichtenDokumente

JPM Global Growth A (acc) - CHF (hedged)/  LU1127947940  /

Fonds
NAV16.05.2024 Diff.+1,3600 Ertragstyp Ausrichtung Fondsgesellschaft
163,1100CHF +0,84% thesaurierend Aktien weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2015 - - - 2,86 1,01 -2,66 3,06 -7,35 -5,27 10,38 0,63 -2,38 -
2016 -10,33 -0,61 3,47 1,62 2,24 -6,29 6,67 1,57 -1,14 0,08 5,03 1,25 +2,35%
2017 0,78 3,25 0,51 0,96 -0,46 0,29 3,14 -2,12 0,48 2,19 0,77 1,78 +12,05%
2018 5,15 -3,85 -6,40 3,77 1,09 0,94 1,24 -0,76 0,12 -7,27 1,57 -7,32 -12,02%
2019 6,07 3,89 2,55 4,30 -5,79 4,03 1,73 -2,01 -0,29 1,52 3,15 3,04 +23,90%
2020 2,11 -8,71 -6,90 11,89 4,72 2,98 6,88 5,78 -1,74 -2,65 10,41 5,17 +31,51%
2021 -0,20 3,01 0,71 5,84 -3,36 7,73 -0,28 1,84 -3,87 4,43 -1,37 -3,17 +11,07%
2022 -15,15 -4,61 1,80 -11,20 -7,00 -9,48 12,23 -3,64 -9,71 3,00 2,75 -5,38 -39,77%
2023 8,53 -0,26 4,72 0,51 3,36 3,96 1,74 -0,88 -4,29 -2,87 10,00 4,57 +32,02%
2024 4,18 7,96 3,03 -2,83 4,12 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 16,27% 14,46% 14,33% 21,40% 20,71%
Sharpe Ratio 3,07 3,45 2,15 -0,14 0,21
Bester Monat +7,96% +10,00% +10,00% +12,23% +12,23%
Schlechtester Monat -2,83% -2,83% -4,29% -15,15% -15,15%
Maximaler Verlust -6,60% -6,60% -9,48% -47,26% -47,26%
Outperformance - - - - -
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPM Global Growth D (acc) - USD thesaurierend 23,7400 +37,15% +6,27%
JPM Global Growth D (acc) - EUR ... thesaurierend 13,8600 +36,55% +3,82%
JPM Global Growth X (acc) - USD thesaurierend 34,3200 +40,48% +14,21%
JPM Global Growth X (acc) - EUR thesaurierend 42,6400 +40,77% +27,78%
JPM Global Growth A (acc) - CHF ... thesaurierend 163,1100 +34,56% +2,67%
JPM Global Growth D (acc) - EUR thesaurierend 172,5800 +37,43% +18,92%
JPM Global Growth F (acc) - USD thesaurierend 97,0900 +36,84% -
JPM Global Growth I (acc) - JPY thesaurierend 35.187,0000 +59,30% +59,69%
JPM Global Growth T (acc) - EUR thesaurierend 172,5700 +37,42% +18,92%
JPM Global Growth I (acc) - USD thesaurierend 208,4400 +39,65% +12,15%
JPM Global Growth I (acc) - EUR thesaurierend 132,5600 - -
JPM Global Growth C (acc) - USD thesaurierend 40,8000 +39,58% +12,00%
JPM Global Growth C (acc) - EUR ... thesaurierend 18,4200 +39,02% +9,45%
JPM Global Growth C (acc) - EUR thesaurierend 202,5000 +39,85% +25,32%
JPM Global Growth A (acc) - USD thesaurierend 30,3100 +38,21% +8,79%
JPM Global Growth A (dist) - EUR... ausschüttend 14,0800 +37,63% +6,25%
JPM Global Growth A (acc) - EUR ... thesaurierend 15,6200 +37,62% +6,19%
JPM Global Growth A (dist) - USD ausschüttend 56,4100 +38,22% +8,76%
JPM Global Growth A (acc) - EUR thesaurierend 247,3900 +38,45% +21,68%

Performance

lfd. Jahr  
+17,24%
6 Monate  
+23,74%
1 Jahr  
+34,56%
3 Jahre  
+2,67%
5 Jahre  
+47,36%
10 Jahre     -
seit Beginn  
+69,64%
Jahr
2023  
+32,02%
2022
  -39,77%
2021  
+11,07%
2020  
+31,51%
2019  
+23,90%
2018
  -12,02%
2017  
+12,05%
2016  
+2,35%