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JPMorgan Investment Funds - Global Select Equity Fund I2 (acc) - EUR/  LU2174499447  /

Fonds
NAV19.09.2024 Diff.+2,0400 Ertragstyp Ausrichtung Fondsgesellschaft
206,3300EUR +1,00% thesaurierend Aktien weltweit JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2020 - - - - - 1,87 1,08 5,67 -2,28 -3,40 13,50 1,84 -
2021 0,66 4,40 6,51 2,21 1,12 2,40 2,54 1,80 -1,05 3,37 0,75 5,24 +34,11%
2022 -2,60 -2,06 4,52 -1,82 -3,97 -7,98 12,21 -0,72 -6,65 4,69 1,41 -5,20 -9,46%
2023 5,75 1,65 0,25 -0,45 3,41 2,28 2,40 -0,20 -1,15 -2,15 5,98 3,61 +23,16%
2024 4,12 4,91 3,35 -2,18 1,69 5,65 -2,20 0,66 -0,18 - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 12,13% 13,01% 11,40% 14,67% -%
Sharpe Ratio 1,69 0,56 1,77 0,66 -
Bester Monat +5,65% +5,65% +5,98% +12,21% +13,50%
Schlechtester Monat -2,20% -2,20% -2,20% -7,98% -7,98%
Maximaler Verlust -9,11% -9,11% -9,11% -15,64% -
Outperformance - - - - -
 
Alle Kurse in EUR

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  
+16,58%
6 Monate  
+5,29%
1 Jahr  
+23,68%
3 Jahre  
+44,58%
5 Jahre     -
10 Jahre     -
seit Beginn  
+106,33%
Jahr
2023  
+23,16%
2022
  -9,46%
2021  
+34,11%