JPMorgan Investment Funds - Global Select Equity Fund A (acc) - SGD/  LU1718418525  /

Fonds
NAV19.09.2024 Diff.+0,1900 Ertragstyp Ausrichtung Fondsgesellschaft
19,4600SGD +0,99% thesaurierend Aktien weltweit JPMorgan AM (EU) 
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2018 - - -5,37 3,89 0,71 1,61 2,96 0,86 1,05 -6,50 -0,30 -8,59 -
2019 6,52 3,53 1,50 3,95 -4,56 4,08 1,82 -1,22 0,57 2,08 3,61 1,34 +25,30%
2020 2,12 -8,89 -10,52 9,96 4,34 1,29 4,74 5,48 -3,71 -3,86 14,08 2,73 +15,96%
2021 0,00 4,26 4,16 3,85 1,42 1,40 3,21 0,44 -2,09 2,84 -0,31 3,65 +25,10%
2022 -3,71 -1,52 2,95 -5,04 -3,15 -9,21 8,72 -1,44 -6,47 4,39 2,78 -4,51 -16,29%
2023 5,23 2,00 1,22 0,94 1,59 4,43 1,56 -0,31 -2,84 -1,71 6,39 3,70 +24,11%
2024 3,57 4,97 3,28 -2,19 2,18 4,28 -2,40 0,20 -0,51 - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 12,12% 12,97% 11,31% 15,08% 16,62%
Sharpe Ratio 1,36 0,26 1,52 0,31 0,55
Bester Monat +4,97% +4,28% +6,39% +8,72% +14,08%
Schlechtester Monat -2,40% -2,40% -2,84% -9,21% -10,52%
Maximaler Verlust -9,96% -9,96% -9,96% -21,59% -32,19%
Outperformance - - - - -
 
Alle Kurse in SGD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Investment Funds - Glob... thesaurierend 668,4700 +29,21% +38,95%
JPMorgan Investment Funds - Glob... thesaurierend 206,3300 +23,68% +44,58%
JPMorgan Investment Funds - Glob... thesaurierend 215,5600 +28,68% +37,22%
JPMorgan Investment Funds - Glob... thesaurierend 139,9800 +26,45% -
JPMorgan Investment Funds - Glob... ausschüttend 138,7000 +29,19% -
JPMorgan Investment Funds - Glob... ausschüttend 122,8400 - -
JPMorgan Investment Funds - Glob... thesaurierend 2.197,0300 +25,47% +37,50%
JPMorgan Investment Funds - Glob... thesaurierend 19,4600 +20,64% +26,69%
JPMorgan Investment Funds - Glob... thesaurierend 142,3400 +21,22% +36,08%
JPMorgan Investment Funds - Glob... thesaurierend 209,6900 +28,56% +36,83%
JPMorgan Investment Funds - Glob... thesaurierend 127,2300 +23,54% -
JPMorgan Investment Funds - Glob... thesaurierend 129,7300 +29,73% -
JPMorgan Investment Funds - Glob... thesaurierend 637,9400 +28,48% +36,66%
JPMorgan Investment Funds - Glob... thesaurierend 345,3500 +23,50% +43,96%
JPMorgan Investment Funds - Glob... ausschüttend 203,4200 +28,49% +36,64%
JPMorgan Investment Funds - Glob... ausschüttend 360,8100 +27,08% +32,21%
JPMorgan Investment Funds - Glob... thesaurierend 551,4800 +27,18% +32,50%
JPMorgan Investment Funds - Glob... thesaurierend 245,5000 +22,25% +39,54%
JPMorgan Investment Funds - Glob... thesaurierend 124,9500 +24,50% -
JPMorgan Investment Funds - Glob... thesaurierend 470,7200 +26,21% +29,45%

Performance

lfd. Jahr  
+13,87%
6 Monate  
+3,40%
1 Jahr  
+20,64%
3 Jahre  
+26,69%
5 Jahre  
+81,53%
10 Jahre     -
seit Beginn  
+93,25%
Jahr
2023  
+24,11%
2022
  -16,29%
2021  
+25,10%
2020  
+15,96%
2019  
+25,30%