JPMorgan Investment Funds - Global Income Sustainable Fund C (acc) - CHF (hedged)/ LU2279690080 /
| NAV06.06.2024 | Diff.+0.3600 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 98.4200CHF | +0.37% | thesaurierend | Mischfonds weltweit | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | 2.19 | 1.68 | 1.39 | 0.34 | 0.83 | 0.69 | -1.32 | 1.11 | -0.94 | 2.70 | - |
| 2022 | -3.41 | -2.03 | 0.74 | -3.26 | -1.55 | -6.99 | 4.92 | -2.24 | -6.17 | 2.54 | 2.69 | -1.07 | -15.33% |
| 2023 | 3.88 | -1.89 | -0.05 | 0.83 | -1.85 | 1.02 | 1.46 | -1.47 | -2.59 | -3.00 | 5.74 | 4.08 | +5.86% |
| 2024 | 0.19 | -0.07 | 1.91 | -2.33 | 1.38 | 1.26 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 5.74% | 5.89% | 6.35% | 7.22% | -% |
| Sharpe Ratio | 0.29 | 1.19 | 0.41 | -0.79 | - |
| Bester Monat | +4.08% | +4.08% | +5.74% | +5.74% | - |
| Schlechtester Monat | -2.33% | -2.33% | -3.00% | -6.99% | - |
| Maximaler Verlust | -3.58% | -3.58% | -7.48% | -19.87% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPMorgan Investment Funds - Glob... | thesaurierend | 96.0200 | +5.57% | -7.88% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 81.1200 | +5.57% | -7.91% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 89.8800 | +10.22% | +1.69% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 8.7600 | +8.25% | -1.21% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 90.3400 | +10.20% | +1.77% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 98.4200 | +6.39% | -5.76% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 105.4600 | +10.23% | +0.75% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 96.1400 | +10.31% | +0.81% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 83.0300 | +6.27% | -5.94% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 91.6800 | +10.87% | +3.59% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 98.1800 | +7.67% | -5.76% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 85.7500 | +7.66% | -5.77% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 88.6700 | +8.69% | -2.87% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 101.9700 | +8.95% | -2.43% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 98.1800 | +7.67% | -5.76% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 101.7300 | +8.85% | -2.66% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 88.7900 | +8.79% | -2.75% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 101.6500 | +8.81% | -2.74% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 92.3200 | +8.81% | -2.74% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 108.7400 | +10.99% | +3.87% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 86.7300 | +8.04% | -4.78% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 99.3500 | +8.08% | -4.74% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 89.7900 | +8.04% | -4.77% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 106.3300 | +10.21% | +1.73% |
Performance
| lfd. Jahr | +2.29% | ||
|---|---|---|---|
| 6 Monate | +5.24% | ||
| 1 Jahr | +6.39% | ||
| 3 Jahre | -5.76% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | -1.58% | ||
| Jahr | |||
| 2023 | +5.86% | ||
| 2022 | -15.33% | ||
