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JPMorgan Investment Funds - Global Income Sustainable Fund C (acc) - CHF (hedged)/  LU2279690080  /

Fonds
NAV06.06.2024 Diff.+0,3600 Ertragstyp Ausrichtung Fondsgesellschaft
98,4200CHF +0,37% thesaurierend Mischfonds weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz 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%