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JPMorgan Investment Funds - Global Multi-Asset Cautious Sustainable Fund I2 (acc) - EUR/  LU2394012954  /

Fonds
NAV2024-06-07 Chg.-0.4700 Type of yield Investment Focus Investment company
90.5100EUR -0.52% reinvestment Mixed Fund Worldwide JPMorgan AM (EU) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2022 -2.59 -1.82 -0.89 -2.74 -1.45 -2.44 1.64 -1.98 -2.98 -1.16 1.90 -0.77 -14.36%
2023 1.92 -2.34 2.03 0.52 -1.21 -0.02 0.58 -0.78 -2.22 -1.56 4.41 4.04 +5.19%
2024 0.09 -0.24 1.40 -2.48 1.17 0.76 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 5.59% 5.66% 5.81% -% -%
Sharpe ratio -0.40 0.55 0.17 - -
Best month +4.04% +4.04% +4.41% +4.41% -
Worst month -2.48% -2.48% -2.48% -2.98% -
Maximum loss -3.36% -3.36% -5.18% - -
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+0.64%
6 Months  
+3.36%
1 Year  
+4.77%
3 Years     -
5 Years     -
10 Years     -
Since start
  -9.49%
Year
2023  
+5.19%
2022
  -14.36%