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JPM Global Growth D (acc) - EUR (hedged)/  LU0336377055  /

Fonds
NAV23.05.2024 Diff.+0,0400 Ertragstyp Ausrichtung Fondsgesellschaft
13,8800EUR +0,29% thesaurierend Aktien weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2008 - - - - - - - 1,39 -13,59 -18,37 -6,49 2,78 -
2009 -6,08 -10,07 6,93 13,22 5,73 -0,42 6,49 3,34 3,04 -0,37 2,41 4,34 +29,96%
2010 -3,81 0,54 7,17 -0,17 -7,87 -3,64 3,96 -4,17 8,14 1,58 -0,52 5,03 +5,03%
2011 0,33 2,30 -0,16 1,29 -2,54 -1,96 -2,66 -8,38 -8,77 11,86 -3,29 0,95 -11,88%
2012 5,62 4,96 -0,84 -0,51 -7,53 3,33 3,41 1,04 1,20 0,34 1,52 0,50 +13,11%
2013 6,29 -0,47 2,03 0,46 4,73 -5,39 5,55 -2,34 3,14 3,91 1,81 0,41 +21,36%
2014 -3,55 4,38 -0,27 0,68 3,10 0,52 1,17 1,16 -1,40 0,39 2,70 0,00 +9,00%
2015 -1,38 5,84 0,72 2,62 1,16 -2,87 2,95 -7,45 -5,33 10,34 0,59 -2,36 +3,63%
2016 -10,51 -0,40 3,25 1,57 2,07 -6,08 6,47 1,65 -1,12 0,00 5,04 1,20 +1,93%
2017 0,71 3,29 0,46 0,91 -0,45 0,23 3,04 -2,19 0,45 2,11 0,76 1,73 +11,49%
2018 5,10 -3,94 -6,53 3,60 1,09 0,97 1,17 -0,74 0,11 -7,31 1,49 -7,32 -12,54%
2019 6,08 3,78 2,54 4,20 -5,79 3,95 1,69 -1,97 -0,32 1,49 3,03 3,05 +23,33%
2020 2,07 -8,78 -6,98 11,95 4,67 2,91 6,79 5,65 -1,76 -2,72 10,41 5,07 +30,64%
2021 -0,23 3,10 0,59 5,83 -3,44 7,63 -0,27 1,73 -3,92 4,42 -1,43 -3,24 +10,48%
2022 -15,15 -4,67 1,69 -11,29 -7,02 -9,46 12,33 -3,66 -9,86 2,96 2,88 -5,27 -39,86%
2023 8,51 -0,31 4,83 0,60 3,48 5,58 0,46 -0,82 -4,20 -2,77 10,21 4,81 +33,60%
2024 4,16 7,91 3,10 -2,64 4,52 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 15,96% 14,53% 14,48% 21,37% 20,76%
Sharpe Ratio 3,07 3,39 2,14 -0,17 0,22
Bester Monat +7,91% +10,21% +10,21% +12,33% +12,33%
Schlechtester Monat -2,64% -2,64% -4,20% -15,15% -15,15%
Maximaler Verlust -6,40% -6,40% -9,12% -47,43% -47,43%
Outperformance +29,64% - +33,37% +30,34% +28,70%
 
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  
+17,93%
6 Monate  
+23,38%
1 Jahr  
+34,76%
3 Jahre  
+0,58%
5 Jahre  
+50,05%
10 Jahre  
+82,87%
seit Beginn  
+120,32%
Jahr
2023  
+33,60%
2022
  -39,86%
2021  
+10,48%
2020  
+30,64%
2019  
+23,33%
2018
  -12,54%
2017  
+11,49%
2016  
+1,93%
2015  
+3,63%