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JPM Global Growth D (acc) - EUR/  LU0159036606  /

Fonds
NAV22.05.2024 Diff.+1,0900 Ertragstyp Ausrichtung Fondsgesellschaft
172,5300EUR +0,64% thesaurierend Aktien weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2015 - - - 0,39 2,04 -3,89 3,22 -8,59 -5,05 11,50 3,69 -4,45 -
2016 -10,61 -0,74 0,15 1,61 3,87 -5,70 6,23 1,68 -1,32 1,45 7,59 1,66 +4,61%
2017 -0,57 4,93 0,02 -0,56 -2,56 -1,00 0,83 -2,78 1,03 3,06 -0,72 1,69 +3,16%
2018 3,14 -2,45 -6,95 4,83 3,83 0,53 1,03 -0,36 0,55 -5,39 1,96 -7,62 -7,59%
2019 6,08 4,58 3,93 4,11 -5,16 3,12 3,40 -1,30 1,04 0,03 4,22 1,99 +28,71%
2020 3,37 -8,14 -7,21 12,98 2,36 2,53 2,56 5,18 -0,14 -2,28 8,17 3,51 +23,14%
2021 0,52 3,08 3,46 3,37 -4,00 9,75 -0,45 2,24 -2,32 4,48 0,39 -2,71 +18,44%
2022 -14,20 -4,85 2,77 -7,21 -7,95 -7,26 14,87 -2,40 -8,10 1,88 -0,23 -6,98 -35,24%
2023 7,76 0,89 3,21 -0,30 5,93 2,35 1,48 0,34 -2,39 -2,93 8,22 3,98 +31,67%
2024 5,33 8,05 3,37 -2,19 3,52 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 15,13% 13,92% 13,58% 19,88% 19,90%
Sharpe Ratio 3,53 3,50 2,20 0,06 0,33
Bester Monat +8,05% +8,22% +8,22% +14,87% +14,87%
Schlechtester Monat -2,19% -2,19% -2,93% -14,20% -14,20%
Maximaler Verlust -5,60% -5,60% -6,80% -40,38% -40,38%
Outperformance - - - - -
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPM Global Growth D (acc) - USD thesaurierend 23,6900 +33,99% +2,42%
JPM Global Growth D (acc) - EUR ... thesaurierend 13,8400 +33,33% +0,29%
JPM Global Growth X (acc) - USD thesaurierend 34,2700 +37,30% +10,09%
JPM Global Growth X (acc) - EUR thesaurierend 42,6500 +37,01% +24,13%
JPM Global Growth A (acc) - CHF ... thesaurierend 162,8700 +31,41% -0,81%
JPM Global Growth D (acc) - EUR thesaurierend 172,5300 +33,73% +15,52%
JPM Global Growth F (acc) - USD thesaurierend 96,8800 +33,70% -
JPM Global Growth I (acc) - JPY thesaurierend 35.340,0000 +53,99% +55,38%
JPM Global Growth T (acc) - EUR thesaurierend 172,5300 +33,74% +15,52%
JPM Global Growth I (acc) - USD thesaurierend 208,0600 +36,45% +8,06%
JPM Global Growth I (acc) - EUR thesaurierend 132,5700 - -
JPM Global Growth C (acc) - USD thesaurierend 40,7300 +36,40% +7,92%
JPM Global Growth C (acc) - EUR ... thesaurierend 18,4000 +35,69% +5,75%
JPM Global Growth C (acc) - EUR thesaurierend 202,5100 +36,10% +21,74%
JPM Global Growth A (acc) - USD thesaurierend 30,2500 +35,04% +4,82%
JPM Global Growth A (dist) - EUR... ausschüttend 14,0700 +34,38% +2,70%
JPM Global Growth A (acc) - EUR ... thesaurierend 15,6000 +34,25% +2,56%
JPM Global Growth A (dist) - USD ausschüttend 56,3000 +35,04% +4,79%
JPM Global Growth A (acc) - EUR thesaurierend 247,3600 +34,75% +18,20%

Performance

lfd. Jahr  
+19,12%
6 Monate  
+23,31%
1 Jahr  
+33,73%
3 Jahre  
+15,52%
5 Jahre  
+63,54%
10 Jahre     -
seit Beginn  
+87,66%
Jahr
2023  
+31,67%
2022
  -35,24%
2021  
+18,44%
2020  
+23,14%
2019  
+28,71%
2018
  -7,59%
2017  
+3,16%
2016  
+4,61%