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JPM Global Macro Opportunities A (acc) - AUD (hedged)/  LU1340139317  /

Fonds
NAV21.05.2024 Diff.0,0000 Ertragstyp Ausrichtung Fondsgesellschaft
11,7300AUD 0,00% thesaurierend Alternative Investments weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2016 - 0,80 -2,27 -1,01 1,02 1,92 0,20 -3,07 -0,10 -1,43 -3,32 1,93 -5,00%
2017 -1,68 -1,71 2,51 0,53 2,33 1,96 3,34 1,27 3,58 5,33 -1,33 0,27 +17,37%
2018 3,95 1,47 -3,23 0,44 -0,70 -2,20 -1,17 0,27 -1,64 2,59 -0,18 -0,18 -0,81%
2019 -1,45 0,92 1,36 1,79 -1,50 2,50 1,13 -1,38 0,09 -1,92 -0,09 0,36 +1,72%
2020 2,40 0,87 0,17 0,34 1,28 -1,01 0,43 1,79 -0,17 0,17 3,76 2,01 +12,62%
2021 -0,47 2,54 0,39 1,16 -0,15 0,46 -0,15 0,91 -0,68 1,14 -0,08 -0,68 +4,42%
2022 -4,23 0,00 -1,82 -1,77 -3,68 0,59 -0,08 -0,17 0,34 -0,17 -0,17 -1,35 -11,94%
2023 3,18 -1,41 6,33 1,11 -1,33 -7,24 -1,89 2,97 0,51 3,04 -3,52 -1,78 -0,77%
2024 0,52 0,69 0,09 0,94 -0,76 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 4,66% 4,61% 6,96% 6,93% 6,63%
Sharpe Ratio 0,01 -0,75 -1,49 -1,04 -0,45
Bester Monat +0,94% +0,94% +3,04% +6,33% +6,33%
Schlechtester Monat -1,78% -3,52% -7,24% -7,24% -7,24%
Maximaler Verlust -2,09% -2,21% -9,85% -15,07% -15,07%
Outperformance - - - - -
 
Alle Kurse in AUD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPM Global Macro Opportunities A... thesaurierend 107,4900 -9,25% -15,56%
JPM Global Macro Opportunities C... thesaurierend 114,6900 -8,61% -13,77%
JPM Global Macro Opportunities X... thesaurierend 117,9100 -5,85% -8,84%
JPM Global Macro Opportunities A... ausschüttend 120,3600 -5,76% -9,04%
JPM Global Macro Opportunities A... thesaurierend 967,3600 -7,15% -11,80%
JPM Global Macro Opportunities A... thesaurierend 11,7300 -6,53% -9,91%
JPM Global Macro Opportunities A... thesaurierend 1.262,3000 -4,41% -2,23%
JPM Global Macro Opportunities A... thesaurierend 12.103,3604 +0,53% +9,67%
JPM Global Macro Opportunities A... thesaurierend 10,3400 -7,84% -9,14%
JPM Global Macro Opportunities A... thesaurierend 11,5200 -7,10% -9,65%
JPM Global Macro Opportunities C... ausschüttend 82,5500 -5,10% -7,12%
JPM Global Macro Opportunities D... thesaurierend 11.446,6602 -0,18% +7,39%
JPM Global Macro Opportunities D... thesaurierend 1.219,5500 -5,10% -4,23%
JPM Global Macro Opportunities D... thesaurierend 114,7800 -6,39% -9,71%
JPM Global Macro Opportunities I... thesaurierend 10.679,0000 -10,40% -15,16%
JPM Global Macro Opportunities T... thesaurierend 95,7700 -7,76% -14,28%
JPM Global Macro Opportunities X... thesaurierend 207,0500 -4,45% -3,98%
JPM Global Macro Opportunities I... thesaurierend 143,3700 -5,03% -5,72%
JPM Global Macro Opportunities I... thesaurierend 108,2100 -6,43% -10,50%
JPM Global Macro Opportunities C... thesaurierend 168,7200 -6,46% -10,60%
JPM Global Macro Opportunities C... ausschüttend 107,5600 -6,47% -10,60%
JPM Global Macro Opportunities C... ausschüttend 140,0000 -5,07% -5,84%
JPM Global Macro Opportunities C... thesaurierend 128,4600 -5,07% -5,83%
JPM Global Macro Opportunities A... ausschüttend 133,1700 -7,11% -12,44%
JPM Global Macro Opportunities A... thesaurierend 185,0800 -7,12% -12,45%
JPM Global Macro Opportunities A... thesaurierend 149,0900 -5,73% -7,79%
JPM Global Macro Opportunities D... thesaurierend 138,8900 -7,76% -14,27%

Performance

lfd. Jahr  
+1,47%
6 Monate  
+0,17%
1 Jahr
  -6,53%
3 Jahre
  -9,91%
5 Jahre  
+4,27%
10 Jahre     -
seit Beginn  
+17,30%
Jahr
2023
  -0,77%
2022
  -11,94%
2021  
+4,42%
2020  
+12,62%
2019  
+1,72%
2018
  -0,81%
2017  
+17,37%
2016
  -5,00%