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JPMorgan Investment Funds - Global Macro Opportunities Fund C (acc) - USD (hedged)/  LU1378862947  /

Fonds
NAV19.09.2024 Diff.+1,1000 Ertragstyp Ausrichtung Fondsgesellschaft
132,7400USD +0,84% thesaurierend Alternative Investments weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2016 - - - - 0,89 1,94 0,05 -3,02 -0,17 -1,47 -3,35 1,87 -
2017 -1,77 -1,70 2,40 0,57 2,35 1,93 3,42 1,25 3,50 5,23 -1,31 0,35 +17,16%
2018 4,10 1,53 -3,10 0,57 -0,67 -1,98 -1,13 0,24 -1,62 2,68 -0,13 -0,04 +0,22%
2019 -1,35 1,00 1,44 1,98 -1,40 2,70 1,30 -1,21 0,31 -1,78 -0,01 0,47 +3,38%
2020 2,62 0,90 0,22 0,44 1,35 -1,03 0,54 1,87 -0,10 0,18 3,87 2,16 +13,71%
2021 -0,32 2,52 0,52 1,25 -0,14 0,55 -0,08 0,92 -0,56 1,22 0,01 -0,58 +5,40%
2022 -4,15 0,08 -1,82 -1,64 -3,32 0,66 -0,02 -0,10 0,45 0,06 0,04 -1,11 -10,46%
2023 3,33 -1,16 6,26 1,33 -1,24 -7,00 -1,77 2,95 0,65 3,26 -3,43 -1,64 +0,83%
2024 0,68 0,76 0,17 1,06 -1,26 1,09 1,95 0,92 -0,02 - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 5,33% 5,71% 5,78% 7,00% 6,53%
Sharpe Ratio 0,79 0,93 0,05 -0,72 -0,19
Bester Monat +1,95% +1,95% +3,26% +6,26% +6,26%
Schlechtester Monat -1,64% -1,26% -3,43% -7,00% -7,00%
Maximaler Verlust -3,20% -3,20% -5,46% -12,77% -12,77%
Outperformance - - - - -
 
Alle Kurse in USD

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  
+5,45%
6 Monate  
+4,35%
1 Jahr  
+3,79%
3 Jahre
  -4,54%
5 Jahre  
+11,64%
10 Jahre     -
seit Beginn  
+32,74%
Jahr
2023  
+0,83%
2022
  -10,46%
2021  
+5,40%
2020  
+13,71%
2019  
+3,38%
2018  
+0,22%
2017  
+17,16%