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JPMorgan Investment Funds - Global Macro Opportunities Fund A (acc) - SEK (hedged)/  LU1278809998  /

Fonds
NAV20.09.2024 Diff.-2,9600 Ertragstyp Ausrichtung Fondsgesellschaft
989,3500SEK -0,30% thesaurierend Alternative Investments weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2016 - - -2,62 -1,18 0,71 1,82 -0,13 -3,22 -0,39 -1,68 -3,59 1,66 -
2017 -1,97 -1,86 2,23 0,35 2,09 1,67 3,13 1,05 3,35 5,09 -1,45 -0,01 +14,26%
2018 3,78 1,29 -3,46 0,29 -1,00 -2,32 -1,41 -0,06 -1,86 2,36 -0,51 -0,44 -3,50%
2019 -1,68 0,76 1,15 1,72 -1,77 2,41 1,00 -1,54 0,04 -2,05 -0,20 0,17 -0,11%
2020 2,42 0,77 0,07 0,29 1,24 -1,08 0,47 1,73 -0,19 0,10 3,74 1,94 +12,02%
2021 -0,46 2,47 0,44 1,16 -0,22 0,48 -0,16 0,85 -0,65 1,14 -0,05 -0,85 +4,18%
2022 -4,28 0,04 -2,14 -1,74 -3,62 0,47 -0,13 -0,24 0,21 -0,29 -0,26 -1,50 -12,80%
2023 3,11 -1,39 6,12 1,12 -1,45 -7,51 -1,97 2,94 0,49 3,07 -3,57 -1,81 -1,59%
2024 0,50 0,62 0,04 0,91 -1,44 0,90 1,79 0,73 -0,45 - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 5,36% 5,76% 5,78% 7,10% 6,61%
Sharpe Ratio 0,30 0,43 -0,26 -1,04 -0,51
Bester Monat +1,79% +1,79% +3,07% +6,12% +6,12%
Schlechtester Monat -1,81% -1,44% -3,57% -7,51% -7,51%
Maximaler Verlust -3,35% -3,35% -5,85% -16,58% -16,58%
Outperformance - - - - -
 
Alle Kurse in SEK

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Investment Funds - Glob... thesaurierend 121,0500 +3,20% -8,18%
JPMorgan Investment Funds - Glob... thesaurierend 10.779,0000 -1,85% -15,93%
JPMorgan Investment Funds - Glob... thesaurierend 213,7800 +4,69% -2,95%
JPMorgan Investment Funds - Glob... thesaurierend 108,8100 -0,80% -15,70%
JPMorgan Investment Funds - Glob... thesaurierend 116,3700 -0,10% -13,91%
JPMorgan Investment Funds - Glob... ausschüttend 123,7000 +3,27% -8,07%
JPMorgan Investment Funds - Glob... thesaurierend 989,3500 +1,95% -11,24%
JPMorgan Investment Funds - Glob... thesaurierend 12,0400 +2,47% -8,99%
JPMorgan Investment Funds - Glob... thesaurierend 1.294,7600 +3,89% -1,45%
JPMorgan Investment Funds - Glob... thesaurierend 12.497,6104 +6,99% +11,14%
JPMorgan Investment Funds - Glob... thesaurierend 10,5100 +0,86% -9,94%
JPMorgan Investment Funds - Glob... thesaurierend 11,7700 +1,64% -9,25%
JPMorgan Investment Funds - Glob... ausschüttend 85,0400 +4,00% -6,12%
JPMorgan Investment Funds - Glob... thesaurierend 11.792,0703 +6,24% +8,83%
JPMorgan Investment Funds - Glob... thesaurierend 1.252,9200 +3,37% -3,00%
JPMorgan Investment Funds - Glob... thesaurierend 117,7100 +2,57% -8,73%
JPMorgan Investment Funds - Glob... thesaurierend 97,6600 +1,10% -13,66%
JPMorgan Investment Funds - Glob... thesaurierend 147,7300 +4,06% -4,70%
JPMorgan Investment Funds - Glob... thesaurierend 110,8700 +2,56% -9,85%
JPMorgan Investment Funds - Glob... thesaurierend 172,8400 +2,53% -9,96%
JPMorgan Investment Funds - Glob... ausschüttend 110,1800 +2,52% -9,97%
JPMorgan Investment Funds - Glob... ausschüttend 144,2400 +4,01% -4,82%
JPMorgan Investment Funds - Glob... thesaurierend 132,3600 +4,02% -4,81%
JPMorgan Investment Funds - Glob... ausschüttend 136,1000 +1,80% -11,82%
JPMorgan Investment Funds - Glob... thesaurierend 189,1700 +1,81% -11,81%
JPMorgan Investment Funds - Glob... thesaurierend 153,2500 +3,30% -6,79%
JPMorgan Investment Funds - Glob... thesaurierend 141,6200 +1,10% -13,65%

Performance

lfd. Jahr  
+3,62%
6 Monate  
+2,95%
1 Jahr  
+1,95%
3 Jahre
  -11,24%
5 Jahre  
+0,55%
10 Jahre     -
seit Beginn  
+4,47%
Jahr
2023
  -1,59%
2022
  -12,80%
2021  
+4,18%
2020  
+12,02%
2019
  -0,11%
2018
  -3,50%
2017  
+14,26%