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JPMorgan Funds - Global Growth Fund A (acc) - EUR (hedged)/  LU0336376081  /

Fonds
NAV07.06.2024 Diff.+0,0500 Ertragstyp Ausrichtung Fondsgesellschaft
15,9100EUR +0,32% thesaurierend Aktien weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2008 - - - - - - - 1,55 -13,72 -18,20 -6,48 2,77 -
2009 -6,07 -9,81 6,90 13,40 5,91 -0,41 6,43 3,51 3,01 -0,18 2,38 4,47 +31,24%
2010 -3,77 0,53 7,26 -0,17 -7,77 -3,58 3,90 -3,94 8,19 1,72 -0,68 5,11 +5,65%
2011 0,49 2,42 -0,16 1,26 -2,34 -1,91 -2,76 -8,19 -8,74 11,98 -3,21 0,92 -11,18%
2012 5,66 5,01 -0,66 -0,50 -7,49 3,42 3,48 1,18 1,16 0,49 1,47 0,48 +13,87%
2013 6,41 -0,45 2,27 0,44 4,86 -5,34 5,49 -2,11 3,02 4,04 1,88 0,39 +22,28%
2014 -3,41 4,34 -0,13 0,78 3,23 0,63 1,24 1,11 -1,34 0,49 2,70 0,12 +9,96%
2015 -1,31 5,92 0,68 2,72 1,21 -2,72 2,91 -7,40 -5,29 10,55 0,67 -2,23 +4,53%
2016 -10,60 -0,26 3,32 1,61 2,19 -6,08 6,60 1,67 -1,05 0,00 5,09 1,35 +2,62%
2017 0,78 3,31 0,53 0,96 -0,42 0,42 2,94 -2,04 0,52 2,18 0,81 1,81 +12,33%
2018 5,14 -3,86 -6,46 3,66 1,11 1,10 1,18 -0,68 0,10 -7,16 1,59 -7,28 -11,87%
2019 6,06 3,92 2,55 4,27 -5,71 4,04 1,84 -2,00 -0,29 1,56 3,17 3,07 +24,24%
2020 2,17 -8,75 -6,88 11,97 4,74 2,93 6,90 5,73 -1,68 -2,64 10,36 5,20 +31,62%
2021 -0,14 3,09 0,73 5,82 -3,38 7,77 -0,24 1,81 -3,84 4,49 -1,41 -3,22 +11,26%
2022 -15,05 -4,58 1,67 -11,23 -6,91 -9,42 12,50 -3,64 -9,78 2,97 2,98 -5,21 -39,36%
2023 8,55 -0,19 4,79 0,63 3,65 5,58 0,49 -0,65 -4,16 -2,72 10,23 4,84 +34,49%
2024 4,31 7,98 3,09 -2,54 2,81 3,45 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 15,41% 14,52% 14,24% 21,36% 20,76%
Sharpe Ratio 3,25 3,87 2,14 -0,13 0,28
Bester Monat +7,98% +7,98% +10,23% +12,50% +12,50%
Schlechtester Monat -2,54% -2,54% -4,16% -15,05% -15,05%
Maximaler Verlust -6,33% -6,33% -9,03% -47,06% -47,06%
Outperformance +30,48% - +34,33% +33,56% +34,46%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Funds - Global Growth F... thesaurierend 24,1500 +34,02% +2,50%
JPMorgan Funds - Global Growth F... thesaurierend 14,1100 +33,24% +0,57%
JPMorgan Funds - Global Growth F... thesaurierend 34,9600 +37,26% +10,18%
JPMorgan Funds - Global Growth F... thesaurierend 43,5800 +36,23% +24,02%
JPMorgan Funds - Global Growth F... thesaurierend 165,8200 +31,31% -0,69%
JPMorgan Funds - Global Growth F... thesaurierend 176,1400 +33,02% +15,42%
JPMorgan Funds - Global Growth F... thesaurierend 98,7400 +33,69% -
JPMorgan Funds - Global Growth F... thesaurierend 36.175,0000 +53,85% +55,48%
JPMorgan Funds - Global Growth F... thesaurierend 176,1300 +33,01% +15,42%
JPMorgan Funds - Global Growth F... thesaurierend 212,2500 +36,45% +8,17%
JPMorgan Funds - Global Growth F... thesaurierend 135,4400 +35,44% -
JPMorgan Funds - Global Growth F... thesaurierend 41,5500 +36,36% +8,06%
JPMorgan Funds - Global Growth F... thesaurierend 18,7700 +35,62% +5,99%
JPMorgan Funds - Global Growth F... thesaurierend 206,8900 +35,35% +21,64%
JPMorgan Funds - Global Growth F... thesaurierend 30,8500 +35,07% +4,93%
JPMorgan Funds - Global Growth F... ausschüttend 14,3500 +34,36% +3,02%
JPMorgan Funds - Global Growth F... thesaurierend 15,9100 +34,26% +2,84%
JPMorgan Funds - Global Growth F... ausschüttend 57,4100 +35,05% +4,91%
JPMorgan Funds - Global Growth F... thesaurierend 252,6100 +34,02% +18,09%

Performance

lfd. Jahr  
+20,35%
6 Monate  
+26,37%
1 Jahr  
+34,26%
3 Jahre  
+2,84%
5 Jahre  
+57,84%
10 Jahre  
+96,42%
seit Beginn  
+152,54%
Jahr
2023  
+34,49%
2022
  -39,36%
2021  
+11,26%
2020  
+31,62%
2019  
+24,24%
2018
  -11,87%
2017  
+12,33%
2016  
+2,62%
2015  
+4,53%