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JPM Global Macro Opportunities A (acc) - CHF (hedged)/  LU1306423903  /

Fonds
NAV03.06.2024 Diff.+0,1300 Ertragstyp Ausrichtung Fondsgesellschaft
106,7600CHF +0,12% thesaurierend Alternative Investments weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2015 - - - - - - - - - - - 0,66 -
2016 2,44 0,57 -2,67 -1,21 0,71 1,76 -0,17 -3,22 -0,43 -1,68 -3,51 1,59 -5,88%
2017 -1,97 -1,87 2,14 0,36 2,09 1,60 3,14 0,99 3,34 5,07 -1,50 -0,04 +13,91%
2018 3,82 1,27 -3,46 0,25 -0,96 -2,33 -1,44 -0,10 -1,89 2,36 -0,49 -0,47 -3,60%
2019 -1,73 0,71 1,10 1,65 -1,79 2,35 0,94 -1,53 0,01 -2,11 -0,24 0,13 -0,63%
2020 2,30 0,71 -0,03 0,22 1,22 -1,14 0,41 1,70 -0,25 0,04 3,72 1,92 +11,27%
2021 -0,47 2,42 0,40 1,10 -0,25 0,42 -0,21 0,78 -0,70 1,10 -0,12 -0,81 +3,67%
2022 -4,26 -0,03 -2,04 -1,81 -3,75 0,37 -0,26 -0,33 0,14 -0,32 -0,35 -1,65 -13,52%
2023 2,91 -1,54 5,80 0,98 -1,65 -7,48 -2,09 2,62 0,30 2,84 -3,80 -1,99 -3,76%
2024 0,29 0,41 -0,17 0,68 -1,68 0,12 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 4,49% 4,36% 6,52% 6,84% 6,54%
Sharpe Ratio -1,04 -1,95 -1,78 -1,38 -0,72
Bester Monat +0,68% +0,68% +2,84% +5,80% +5,80%
Schlechtester Monat -1,99% -1,99% -7,48% -7,48% -7,48%
Maximaler Verlust -2,96% -2,96% -7,93% -18,73% -18,73%
Outperformance -1,56% - +0,87% +9,01% +2,57%
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPM Global Macro Opportunities A... thesaurierend 106,7600 -7,80% -16,00%
JPM Global Macro Opportunities C... thesaurierend 113,9400 -7,15% -14,21%
JPM Global Macro Opportunities X... thesaurierend 117,2800 -4,34% -9,23%
JPM Global Macro Opportunities A... ausschüttend 119,7300 -4,27% -9,40%
JPM Global Macro Opportunities A... thesaurierend 961,7900 -5,58% -12,19%
JPM Global Macro Opportunities A... thesaurierend 11,6700 -5,04% -10,23%
JPM Global Macro Opportunities A... thesaurierend 1.255,6400 -2,99% -2,62%
JPM Global Macro Opportunities A... thesaurierend 12.047,5801 +1,63% +9,28%
JPM Global Macro Opportunities A... thesaurierend 10,2800 -6,38% -9,67%
JPM Global Macro Opportunities A... thesaurierend 11,4500 -5,68% -10,13%
JPM Global Macro Opportunities C... ausschüttend 82,1400 -3,60% -7,49%
JPM Global Macro Opportunities D... thesaurierend 11.391,0703 +0,92% +7,00%
JPM Global Macro Opportunities D... thesaurierend 1.213,0300 -3,71% -4,60%
JPM Global Macro Opportunities D... thesaurierend 114,1500 -4,95% -10,08%
JPM Global Macro Opportunities I... thesaurierend 10.602,0000 -8,93% -15,68%
JPM Global Macro Opportunities T... thesaurierend 95,1900 -6,28% -14,65%
JPM Global Macro Opportunities X... thesaurierend 206,0600 -2,99% -4,37%
JPM Global Macro Opportunities I... thesaurierend 142,6500 -3,58% -6,10%
JPM Global Macro Opportunities I... thesaurierend 107,6100 -4,92% -10,88%
JPM Global Macro Opportunities C... thesaurierend 167,7700 -4,96% -10,99%
JPM Global Macro Opportunities C... ausschüttend 106,9600 -4,97% -10,99%
JPM Global Macro Opportunities C... ausschüttend 139,3000 -3,62% -6,21%
JPM Global Macro Opportunities C... thesaurierend 127,8200 -3,61% -6,21%
JPM Global Macro Opportunities A... ausschüttend 132,3900 -5,62% -12,82%
JPM Global Macro Opportunities A... thesaurierend 184,0100 -5,62% -12,82%
JPM Global Macro Opportunities A... thesaurierend 148,3100 -4,29% -8,16%
JPM Global Macro Opportunities D... thesaurierend 138,0400 -6,28% -14,64%

Performance

lfd. Jahr
  -0,36%
6 Monate
  -2,37%
1 Jahr
  -7,80%
3 Jahre
  -16,00%
5 Jahre
  -4,64%
10 Jahre     -
seit Beginn
  -1,44%
Jahr
2023
  -3,76%
2022
  -13,52%
2021  
+3,67%
2020  
+11,27%
2019
  -0,63%
2018
  -3,60%
2017  
+13,91%
2016
  -5,88%