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JPMorgan Investment Funds - Global Macro Opportunities Fund A (acc) - AUD (hedged)/  LU1340139317  /

Fonds
NAV19.09.2024 Diff.+0,1000 Ertragstyp Ausrichtung Fondsgesellschaft
12,0700AUD +0,84% thesaurierend Alternative Investments weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär 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 -1,44 0,94 1,87 0,83 -0,08 - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 5,48% 5,83% 5,83% 7,12% 6,65%
Sharpe Ratio 0,50 0,65 -0,22 -0,91 -0,39
Bester Monat +1,87% +1,87% +3,04% +6,33% +6,33%
Schlechtester Monat -1,78% -1,44% -3,52% -7,24% -7,24%
Maximaler Verlust -3,25% -3,25% -5,72% -15,07% -15,07%
Outperformance - - - - -
 
Alle Kurse in AUD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Investment Funds - Glob... thesaurierend 121,4100 +2,97% -7,91%
JPMorgan Investment Funds - Glob... thesaurierend 10.812,0000 -2,08% -15,67%
JPMorgan Investment Funds - Glob... thesaurierend 214,4100 +4,47% -2,66%
JPMorgan Investment Funds - Glob... thesaurierend 109,1400 -1,03% -15,45%
JPMorgan Investment Funds - Glob... thesaurierend 116,7200 -0,33% -13,66%
JPMorgan Investment Funds - Glob... ausschüttend 124,0700 +3,06% -7,79%
JPMorgan Investment Funds - Glob... thesaurierend 992,3100 +1,73% -10,97%
JPMorgan Investment Funds - Glob... thesaurierend 12,0700 +2,20% -8,77%
JPMorgan Investment Funds - Glob... thesaurierend 1.298,6000 +3,67% -1,16%
JPMorgan Investment Funds - Glob... thesaurierend 12.533,5898 +6,79% +11,46%
JPMorgan Investment Funds - Glob... thesaurierend 10,5400 +0,67% -9,68%
JPMorgan Investment Funds - Glob... thesaurierend 11,8100 +1,46% -8,94%
JPMorgan Investment Funds - Glob... ausschüttend 85,2900 +3,78% -5,84%
JPMorgan Investment Funds - Glob... thesaurierend 11.826,2402 +6,04% +9,15%
JPMorgan Investment Funds - Glob... thesaurierend 1.256,6400 +3,15% -2,71%
JPMorgan Investment Funds - Glob... thesaurierend 118,0600 +2,35% -8,46%
JPMorgan Investment Funds - Glob... thesaurierend 97,9500 +0,88% -13,40%
JPMorgan Investment Funds - Glob... thesaurierend 148,1700 +3,83% -4,42%
JPMorgan Investment Funds - Glob... thesaurierend 111,2000 +2,34% -9,59%
JPMorgan Investment Funds - Glob... thesaurierend 173,3500 +2,30% -9,69%
JPMorgan Investment Funds - Glob... ausschüttend 110,5100 +2,29% -9,70%
JPMorgan Investment Funds - Glob... ausschüttend 144,6600 +3,78% -4,54%
JPMorgan Investment Funds - Glob... thesaurierend 132,7400 +3,79% -4,54%
JPMorgan Investment Funds - Glob... ausschüttend 136,5100 +1,59% -11,55%
JPMorgan Investment Funds - Glob... thesaurierend 189,7300 +1,58% -11,55%
JPMorgan Investment Funds - Glob... thesaurierend 153,7000 +3,06% -6,52%
JPMorgan Investment Funds - Glob... thesaurierend 142,0500 +0,87% -13,39%

Performance

lfd. Jahr  
+4,41%
6 Monate  
+3,61%
1 Jahr  
+2,20%
3 Jahre
  -8,77%
5 Jahre  
+4,50%
10 Jahre     -
seit Beginn  
+20,70%
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%