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JPMorgan Investment Funds - Global Income Sustainable Fund I (acc) - EUR/  LU2279691302  /

Fonds
NAV07.06.2024 Diff.-0,2000 Ertragstyp Ausrichtung Fondsgesellschaft
101,5300EUR -0,20% thesaurierend Mischfonds weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2021 - - 2,20 1,71 1,41 0,36 0,84 0,69 -1,32 1,13 -0,93 2,72 -
2022 -3,41 -2,02 0,67 -3,27 -1,45 -7,03 4,92 -2,22 -6,19 2,55 2,76 -0,92 -15,16%
2023 3,98 -1,81 0,09 0,97 -1,68 1,19 1,62 -1,26 -2,44 -2,80 5,91 4,33 +7,93%
2024 0,37 0,12 2,06 -2,11 1,59 1,11 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 5,68% 5,83% 6,32% 7,22% -%
Sharpe Ratio 0,64 1,65 0,75 -0,65 -
Bester Monat +4,33% +4,33% +5,91% +5,91% -
Schlechtester Monat -2,11% -2,11% -2,80% -7,03% -
Maximaler Verlust -3,40% -3,40% -7,02% -19,86% -
Outperformance - - - - -
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Investment Funds - Glob... thesaurierend 95,8200 +5,19% -8,07%
JPMorgan Investment Funds - Glob... ausschüttend 80,9500 +5,19% -8,11%
JPMorgan Investment Funds - Glob... ausschüttend 89,7000 +9,82% +1,49%
JPMorgan Investment Funds - Glob... ausschüttend 8,7400 +7,88% -1,44%
JPMorgan Investment Funds - Glob... ausschüttend 90,1700 +9,82% +1,58%
JPMorgan Investment Funds - Glob... thesaurierend 98,2200 +6,01% -5,96%
JPMorgan Investment Funds - Glob... thesaurierend 105,2600 +9,85% +0,56%
JPMorgan Investment Funds - Glob... ausschüttend 95,9600 +9,91% +0,62%
JPMorgan Investment Funds - Glob... ausschüttend 82,8600 +5,89% -6,13%
JPMorgan Investment Funds - Glob... ausschüttend 91,5000 +10,47% +3,39%
JPMorgan Investment Funds - Glob... thesaurierend 97,9800 +7,28% -5,95%
JPMorgan Investment Funds - Glob... ausschüttend 85,5800 +7,28% -5,96%
JPMorgan Investment Funds - Glob... ausschüttend 88,4900 +8,29% -3,06%
JPMorgan Investment Funds - Glob... thesaurierend 101,7700 +8,57% -2,62%
JPMorgan Investment Funds - Glob... thesaurierend 97,9800 +7,28% -5,95%
JPMorgan Investment Funds - Glob... thesaurierend 101,5300 +8,46% -2,85%
JPMorgan Investment Funds - Glob... ausschüttend 88,6200 +8,41% -2,94%
JPMorgan Investment Funds - Glob... thesaurierend 101,4500 +8,42% -2,93%
JPMorgan Investment Funds - Glob... ausschüttend 92,1400 +8,42% -2,93%
JPMorgan Investment Funds - Glob... thesaurierend 108,5300 +10,59% +3,67%
JPMorgan Investment Funds - Glob... ausschüttend 86,5600 +7,66% -4,96%
JPMorgan Investment Funds - Glob... thesaurierend 99,1600 +7,70% -4,92%
JPMorgan Investment Funds - Glob... ausschüttend 89,6100 +7,66% -4,97%
JPMorgan Investment Funds - Glob... thesaurierend 106,1200 +9,81% +1,53%

Performance

lfd. Jahr  
+3,12%
6 Monate  
+6,47%
1 Jahr  
+8,46%
3 Jahre
  -2,85%
5 Jahre     -
10 Jahre     -
seit Beginn  
+1,53%
Jahr
2023  
+7,93%
2022
  -15,16%