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JPMorgan Investment Funds - Global Income Sustainable Fund A (acc) - EUR/  LU2279688936  /

Fonds
NAV13.06.2024 Diff.-0,0500 Ertragstyp Ausrichtung Fondsgesellschaft
99,6000EUR -0,05% thesaurierend Mischfonds weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2021 - - 2,13 1,64 1,35 0,30 0,78 0,64 -1,37 1,07 -0,99 2,66 -
2022 -3,47 -2,07 0,61 -3,32 -1,53 -7,09 4,86 -2,28 -6,25 2,48 2,70 -0,98 -15,77%
2023 3,91 -1,86 0,02 0,90 -1,75 1,13 1,56 -1,34 -2,48 -2,87 5,85 4,27 +7,13%
2024 0,30 0,06 2,00 -2,15 1,53 1,54 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 5,80% 6,01% 6,41% 7,25% -%
Sharpe Ratio 0,65 1,51 0,63 -0,74 -
Bester Monat +4,27% +4,27% +5,85% +5,85% -
Schlechtester Monat -2,15% -2,15% -2,87% -7,09% -
Maximaler Verlust -3,41% -3,41% -7,18% -20,32% -
Outperformance - - - - -
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Investment Funds - Glob... thesaurierend 96,2100 +5,25% -7,99%
JPMorgan Investment Funds - Glob... ausschüttend 81,2800 +5,26% -8,03%
JPMorgan Investment Funds - Glob... ausschüttend 90,1300 +9,89% +1,63%
JPMorgan Investment Funds - Glob... ausschüttend 8,7400 +7,48% -1,75%
JPMorgan Investment Funds - Glob... ausschüttend 90,1600 +9,36% +1,22%
JPMorgan Investment Funds - Glob... thesaurierend 98,6300 +6,08% -5,88%
JPMorgan Investment Funds - Glob... thesaurierend 105,7600 +9,93% +0,68%
JPMorgan Investment Funds - Glob... ausschüttend 96,4100 +9,99% +0,73%
JPMorgan Investment Funds - Glob... ausschüttend 83,2000 +5,95% -6,06%
JPMorgan Investment Funds - Glob... ausschüttend 91,9400 +10,53% +3,51%
JPMorgan Investment Funds - Glob... thesaurierend 98,4200 +7,36% -5,84%
JPMorgan Investment Funds - Glob... ausschüttend 85,9600 +7,36% -5,84%
JPMorgan Investment Funds - Glob... ausschüttend 88,9000 +8,38% -2,95%
JPMorgan Investment Funds - Glob... thesaurierend 102,2400 +8,65% -2,50%
JPMorgan Investment Funds - Glob... thesaurierend 98,4200 +7,36% -5,84%
JPMorgan Investment Funds - Glob... thesaurierend 101,9900 +8,53% -2,74%
JPMorgan Investment Funds - Glob... ausschüttend 89,0300 +8,49% -2,82%
JPMorgan Investment Funds - Glob... thesaurierend 101,9200 +8,51% -2,80%
JPMorgan Investment Funds - Glob... ausschüttend 92,5600 +8,49% -2,81%
JPMorgan Investment Funds - Glob... thesaurierend 109,0600 +10,64% +3,81%
JPMorgan Investment Funds - Glob... ausschüttend 86,9500 +7,74% -4,85%
JPMorgan Investment Funds - Glob... thesaurierend 99,6000 +7,77% -4,81%
JPMorgan Investment Funds - Glob... ausschüttend 90,0100 +7,74% -4,85%
JPMorgan Investment Funds - Glob... thesaurierend 106,6200 +9,87% +1,66%

Performance

lfd. Jahr  
+3,28%
6 Monate  
+6,18%
1 Jahr  
+7,77%
3 Jahre
  -4,81%
5 Jahre     -
10 Jahre     -
seit Beginn
  -0,40%
Jahr
2023  
+7,13%
2022
  -15,77%