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

Fonds
NAV19.09.2024 Diff.+8,0100 Ertragstyp Ausrichtung Fondsgesellschaft
992,3100SEK +0,81% thesaurierend Alternative Investments weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz 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 -0,15 - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 5,36% 5,74% 5,78% 7,10% 6,61%
Sharpe Ratio 0,38 0,54 -0,30 -1,03 -0,50
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 121,4100 +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  
+3,93%
6 Monate  
+3,26%
1 Jahr  
+1,73%
3 Jahre
  -10,97%
5 Jahre  
+0,97%
10 Jahre     -
seit Beginn  
+4,78%
Jahr
2023
  -1,59%
2022
  -12,80%
2021  
+4,18%
2020  
+12,02%
2019
  -0,11%
2018
  -3,50%
2017  
+14,26%