DetailsChartProfilRisikomatrixNachrichtenDokumente

JPM Global Growth C (acc) - EUR (hedged)/  LU0336376917  /

Fonds
NAV23.05.2024 Diff.+0,0500 Ertragstyp Ausrichtung Fondsgesellschaft
18,4500EUR +0,27% thesaurierend Aktien weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2008 - - - - - - - 1,70 -13,55 -18,31 -6,25 2,76 -
2009 -5,82 -9,98 7,12 13,55 5,86 -0,41 6,79 3,47 3,17 -0,18 2,53 4,59 +32,66%
2010 -3,71 0,70 7,30 0,00 -7,62 -3,68 4,19 -3,85 8,18 1,68 -0,33 5,14 +6,91%
2011 0,63 2,35 0,00 1,38 -2,27 -1,85 -2,68 -8,09 -8,63 12,14 -3,09 0,89 -10,25%
2012 5,80 5,15 -0,79 -0,16 -7,50 3,45 3,67 1,13 1,43 0,47 1,72 0,46 +15,11%
2013 6,56 -0,29 2,16 0,56 5,04 -5,33 5,77 -2,13 3,13 4,22 1,90 0,50 +23,66%
2014 -3,33 4,47 0,00 0,86 3,27 0,70 1,28 1,27 -1,25 0,58 2,75 0,22 +11,11%
2015 -1,22 6,07 0,85 2,73 1,33 -2,63 3,01 -7,35 -5,22 10,55 0,73 -2,16 +5,56%
2016 -10,42 -0,24 3,42 1,71 2,24 -6,02 6,76 1,64 -0,97 0,22 5,19 1,34 +3,68%
2017 0,91 3,42 0,58 1,06 -0,38 0,48 3,15 -2,04 0,57 2,26 0,92 1,91 +13,50%
2018 5,19 -3,74 -6,36 3,77 1,18 1,17 1,24 -0,61 0,26 -7,13 1,61 -7,18 -11,00%
2019 6,23 3,97 2,64 4,34 -5,69 4,23 1,82 -1,87 -0,17 1,65 3,24 3,14 +25,53%
2020 2,24 -8,61 -6,86 12,05 4,84 3,05 6,91 5,90 -1,61 -2,59 10,50 5,26 +32,99%
2021 -0,06 3,13 0,82 5,91 -3,28 7,86 -0,16 1,89 -3,76 4,55 -1,28 -3,11 +12,40%
2022 -15,00 -4,54 1,78 -11,15 -6,79 -9,40 12,53 -3,53 -9,71 3,09 3,08 -5,15 -38,78%
2023 8,66 -0,16 4,92 0,77 3,66 5,67 0,63 -0,62 -4,04 -2,69 10,37 4,93 +35,87%
2024 4,38 8,08 3,20 -2,49 4,65 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 15,81% 14,39% 14,43% 21,38% 20,75%
Sharpe Ratio 3,28 3,62 2,30 -0,09 0,32
Bester Monat +8,08% +10,37% +10,37% +12,53% +12,53%
Schlechtester Monat -2,49% -2,49% -4,04% -15,00% -15,00%
Maximaler Verlust -6,25% -6,25% -8,76% -46,60% -46,60%
Outperformance +32,05% - +34,63% +39,62% +40,89%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPM Global Growth D (acc) - USD thesaurierend 23,7500 +35,48% +2,68%
JPM Global Growth D (acc) - EUR ... thesaurierend 13,8800 +34,76% +0,58%
JPM Global Growth X (acc) - USD thesaurierend 34,3500 +38,79% +10,34%
JPM Global Growth X (acc) - EUR thesaurierend 42,7500 +38,08% +24,42%
JPM Global Growth A (acc) - CHF ... thesaurierend 163,2500 +32,75% -0,58%
JPM Global Growth D (acc) - EUR thesaurierend 172,9400 +34,81% +15,80%
JPM Global Growth F (acc) - USD thesaurierend 97,1200 +35,15% -
JPM Global Growth I (acc) - JPY thesaurierend 35.563,0000 +56,36% +56,36%
JPM Global Growth T (acc) - EUR thesaurierend 172,9300 +34,81% +15,79%
JPM Global Growth I (acc) - USD thesaurierend 208,5800 +37,94% +8,33%
JPM Global Growth I (acc) - EUR thesaurierend 132,8900 - -
JPM Global Growth C (acc) - USD thesaurierend 40,8300 +37,89% +8,19%
JPM Global Growth C (acc) - EUR ... thesaurierend 18,4500 +37,07% +6,03%
JPM Global Growth C (acc) - EUR thesaurierend 202,9900 +37,18% +22,03%
JPM Global Growth A (acc) - USD thesaurierend 30,3300 +36,56% +5,09%
JPM Global Growth A (dist) - EUR... ausschüttend 14,1000 +35,70% +2,92%
JPM Global Growth A (acc) - EUR ... thesaurierend 15,6400 +35,65% +2,83%
JPM Global Growth A (dist) - USD ausschüttend 56,4400 +36,52% +5,06%
JPM Global Growth A (acc) - EUR thesaurierend 247,9500 +35,83% +18,48%

Performance

lfd. Jahr  
+18,80%
6 Monate  
+24,49%
1 Jahr  
+37,07%
3 Jahre  
+6,03%
5 Jahre  
+63,71%
10 Jahre  
+118,34%
seit Beginn  
+192,86%
Jahr
2023  
+35,87%
2022
  -38,78%
2021  
+12,40%
2020  
+32,99%
2019  
+25,53%
2018
  -11,00%
2017  
+13,50%
2016  
+3,68%
2015  
+5,56%