DetailsChartProfilRisikomatrixNachrichtenDokumente

JPM Global Growth T (acc) - EUR/  LU1174147956  /

Fonds
NAV10.05.2024 Diff.+1,5700 Ertragstyp Ausrichtung Fondsgesellschaft
171,1000EUR +0,93% thesaurierend Aktien weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär 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 1,60 3,88 -5,70 6,23 1,68 -1,33 1,46 7,59 1,66 +4,61%
2017 -0,57 4,93 0,02 -0,57 -2,55 -1,00 0,83 -2,78 1,03 3,06 -0,72 1,68 +3,15%
2018 3,15 -2,45 -6,95 4,83 3,83 0,53 1,03 -0,37 0,56 -5,40 1,97 -7,63 -7,59%
2019 6,08 4,59 3,92 4,12 -5,16 3,12 3,39 -1,29 1,04 0,03 4,21 2,00 +28,72%
2020 3,37 -8,13 -7,21 12,98 2,36 2,53 2,56 5,17 -0,14 -2,27 8,17 3,50 +23,13%
2021 0,53 3,07 3,46 3,38 -4,01 9,75 -0,45 2,24 -2,32 4,48 0,40 -2,71 +18,45%
2022 -14,20 -4,86 2,78 -7,21 -7,95 -7,25 14,87 -2,40 -8,10 1,87 -0,22 -6,98 -35,24%
2023 7,76 0,88 3,21 -0,30 5,94 2,34 1,48 0,35 -2,39 -2,93 8,21 3,98 +31,66%
2024 5,34 8,05 3,37 -2,19 2,66 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 15,46% 13,73% 13,59% 20,01% 19,91%
Sharpe Ratio 3,65 3,96 2,51 0,05 0,32
Bester Monat +8,05% +8,21% +8,21% +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 23,3900 +35,36% +1,87%
JPM Global Growth D (acc) - EUR ... thesaurierend 13,6900 +35,68% 0,00%
JPM Global Growth X (acc) - USD thesaurierend 33,8000 +38,70% +9,49%
JPM Global Growth X (acc) - EUR thesaurierend 42,2600 +41,24% +23,39%
JPM Global Growth A (acc) - CHF ... thesaurierend 161,1000 +33,62% -1,07%
JPM Global Growth D (acc) - EUR thesaurierend 171,1100 +37,89% +14,83%
JPM Global Growth F (acc) - USD thesaurierend 95,6500 +35,04% -
JPM Global Growth I (acc) - JPY thesaurierend 34.699,0000 +59,59% +53,81%
JPM Global Growth T (acc) - EUR thesaurierend 171,1000 +37,88% +14,82%
JPM Global Growth I (acc) - USD thesaurierend 205,2900 +37,82% +7,49%
JPM Global Growth I (acc) - EUR thesaurierend 131,4000 - -
JPM Global Growth C (acc) - USD thesaurierend 40,1900 +37,78% +7,37%
JPM Global Growth C (acc) - EUR ... thesaurierend 18,1800 +37,94% +5,39%
JPM Global Growth C (acc) - EUR thesaurierend 200,7200 +40,31% +21,02%
JPM Global Growth A (acc) - USD thesaurierend 29,8600 +36,41% +4,30%
JPM Global Growth A (dist) - EUR... ausschüttend 13,9100 +36,63% +2,43%
JPM Global Growth A (acc) - EUR ... thesaurierend 15,4300 +36,67% +2,32%
JPM Global Growth A (dist) - USD ausschüttend 55,5700 +36,40% +4,25%
JPM Global Growth A (acc) - EUR thesaurierend 245,2600 +38,93% +17,50%

Performance

lfd. Jahr  
+18,14%
6 Monate  
+25,55%
1 Jahr  
+37,88%
3 Jahre  
+14,82%
5 Jahre  
+62,86%
10 Jahre     -
seit Beginn  
+86,10%
Jahr
2023  
+31,66%
2022
  -35,24%
2021  
+18,45%
2020  
+23,13%
2019  
+28,72%
2018
  -7,59%
2017  
+3,15%
2016  
+4,61%