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JPMorgan Investment Funds - Global Macro Opportunities Fund C (acc) - CHF (hedged)/  LU1306424034  /

Fonds
NAV19.09.2024 Diff.+0,9100 Ertragstyp Ausrichtung Fondsgesellschaft
116,7200CHF +0,79% thesaurierend Alternative Investments weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2015 - - - - - - - - - - - 0,71 -
2016 2,50 0,62 -2,61 -1,17 0,77 1,82 -0,12 -3,16 -0,37 -1,62 -3,46 1,66 -5,21%
2017 -1,91 -1,81 2,20 0,41 2,16 1,65 3,21 1,05 3,40 5,14 -1,43 0,01 +14,71%
2018 3,89 1,33 -3,41 0,32 -0,91 -2,27 -1,37 -0,04 -1,83 2,42 -0,44 -0,41 -2,91%
2019 -1,67 0,76 1,15 1,71 -1,73 2,40 1,01 -1,46 0,07 -2,06 -0,18 0,18 +0,06%
2020 2,36 0,76 0,04 0,28 1,27 -1,08 0,47 1,75 -0,19 0,11 3,78 1,98 +12,06%
2021 -0,41 2,48 0,45 1,16 -0,19 0,49 -0,15 0,84 -0,65 1,15 -0,05 -0,75 +4,41%
2022 -4,21 0,02 -1,98 -1,75 -3,69 0,42 -0,20 -0,27 0,20 -0,27 -0,29 -1,60 -12,91%
2023 2,97 -1,49 5,86 1,04 -1,59 -7,43 -2,04 2,69 0,35 2,91 -3,74 -1,94 -3,09%
2024 0,36 0,45 -0,10 0,74 -1,63 0,77 1,53 0,48 -0,23 - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 5,29% 5,65% 5,75% 7,02% 6,56%
Sharpe Ratio -0,03 0,13 -0,66 -1,18 -0,59
Bester Monat +1,53% +1,53% +2,91% +5,86% +5,86%
Schlechtester Monat -1,94% -1,63% -3,74% -7,43% -7,43%
Maximaler Verlust -3,45% -3,45% -6,42% -17,61% -17,61%
Outperformance -1,10% - +1,66% +11,46% +6,90%
 
Alle Kurse in CHF

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  
+2,38%
6 Monate  
+2,11%
1 Jahr
  -0,33%
3 Jahre
  -13,66%
5 Jahre
  -1,92%
10 Jahre     -
seit Beginn  
+7,24%
Jahr
2023
  -3,09%
2022
  -12,91%
2021  
+4,41%
2020  
+12,06%
2019  
+0,06%
2018
  -2,91%
2017  
+14,71%
2016
  -5,21%