JPMorgan Investment Funds - Global Macro Opportunities Fund C (acc) - CHF (hedged)/ LU1306424034 /
| NAV18.06.2024 | Diff.+0.1500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 114.3700CHF | +0.13% | thesaurierend | Alternative Investments weltweit | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | 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 | 0.51 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 4.64% | 4.51% | 6.32% | 6.86% | 6.54% |
| Sharpe Ratio | -0.65 | -0.85 | -1.10 | -1.26 | -0.66 |
| Bester Monat | +0.74% | +0.74% | +2.91% | +5.86% | +5.86% |
| Schlechtester Monat | -1.94% | -1.94% | -7.43% | -7.43% | -7.43% |
| Maximaler Verlust | -2.90% | -2.90% | -6.23% | -17.44% | -17.44% |
| 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 | 107.1300 | -3.90% | -15.91% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 114.3700 | -3.23% | -14.12% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 117.8600 | -0.30% | -9.05% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 120.3200 | -0.27% | -9.21% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 966.0100 | -1.49% | -12.03% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 11.7200 | -1.10% | -10.05% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 1'261.8300 | +1.03% | -2.41% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 12'112.9600 | +5.53% | +9.53% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 10.3100 | -2.46% | -9.64% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 11.5000 | -1.79% | -9.95% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 82.5700 | +0.43% | -7.28% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 11'449.5996 | +4.80% | +7.25% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 1'218.9700 | +0.23% | -4.35% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 114.6900 | -1.00% | -9.88% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 10'636.0000 | -5.01% | -15.67% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 95.5900 | -2.31% | -14.48% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 207.2000 | +1.03% | -4.17% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 143.4100 | +0.43% | -5.90% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 108.1200 | -0.90% | -10.70% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 168.5700 | -0.94% | -10.81% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 107.4700 | -0.94% | -10.81% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 140.0400 | +0.38% | -6.01% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 128.5000 | +0.40% | -6.01% | |
| JPMorgan Investment Funds - Glob... | ausschüttend | 132.9800 | -1.63% | -12.65% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 184.8200 | -1.63% | -12.65% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 149.0500 | -0.31% | -7.97% | |
| JPMorgan Investment Funds - Glob... | thesaurierend | 138.6200 | -2.31% | -14.46% |
Performance
| lfd. Jahr | +0.32% | ||
|---|---|---|---|
| 6 Monate | -0.06% | ||
| 1 Jahr | -3.23% | ||
| 3 Jahre | -14.12% | ||
| 5 Jahre | -2.99% | ||
| 10 Jahre | - | ||
| seit Beginn | +5.08% | ||
| 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% | ||
