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JPMorgan Funds - Pacific Equity Fund - JPM Pacific Equity X (acc) - USD/  LU0143810405  /

Fonds
NAV07.06.2024 Diff.-0,4000 Ertragstyp Ausrichtung Fondsgesellschaft
244,3800USD -0,16% thesaurierend Aktien Asien/Pazifik JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2011 - - -0,12 3,87 -1,06 -1,06 2,05 -9,93 -11,50 9,78 -4,76 -2,45 -
2012 9,02 5,77 -1,85 -1,04 -9,49 3,52 1,92 -0,11 4,28 0,89 1,35 5,01 +19,62%
2013 2,26 1,72 1,55 5,59 -1,82 -2,98 1,96 -0,79 8,01 2,87 0,20 -0,76 +18,73%
2014 -6,96 2,89 -1,44 -1,52 3,42 3,77 2,15 -0,56 -4,37 2,98 -1,30 -0,97 -2,49%
2015 1,44 4,47 1,01 4,87 0,71 -2,72 -2,14 -7,80 -2,94 8,53 0,93 0,33 +5,84%
2016 -8,51 -1,81 9,16 0,91 0,61 2,10 5,79 2,55 2,75 -0,81 -4,27 -0,90 +6,62%
2017 5,98 1,95 2,74 3,57 4,94 1,84 4,37 1,41 0,66 5,03 2,52 0,72 +41,96%
2018 5,64 -3,07 -1,14 -1,01 2,93 -3,60 0,26 0,73 -0,72 -10,77 5,41 -5,46 -11,36%
2019 6,74 1,95 2,31 2,80 -5,07 5,81 0,40 -1,65 2,29 4,74 1,14 5,83 +30,16%
2020 -2,70 -6,03 -10,60 9,91 2,15 8,18 6,35 6,36 -0,31 2,47 8,61 7,14 +33,47%
2021 1,78 0,58 -1,56 1,43 2,98 0,47 -4,65 3,40 -1,15 0,21 -3,07 0,42 +0,52%
2022 -6,58 -3,54 -2,61 -7,34 0,66 -6,72 3,30 -1,51 -12,53 -3,14 16,87 0,88 -22,39%
2023 8,19 -6,26 3,40 -2,25 -1,06 2,18 2,51 -5,97 -4,31 -3,28 7,50 3,88 +3,26%
2024 -1,91 3,70 3,20 -2,52 2,25 2,41 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 13,23% 13,26% 13,72% 16,57% 17,89%
Sharpe Ratio 1,03 1,78 0,10 -0,61 0,15
Bester Monat +3,88% +3,88% +7,50% +16,87% +16,87%
Schlechtester Monat -2,52% -2,52% -5,97% -12,53% -12,53%
Maximaler Verlust -6,49% -6,49% -15,30% -39,31% -41,39%
Outperformance +0,45% - +2,74% +37,49% +59,86%
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Funds - Pacific Equity ... thesaurierend 244,3800 +5,17% -18,03%
JPMorgan Funds - Pacific Equity ... ausschüttend 111,6900 +3,58% -9,79%
JPMorgan Funds - Pacific Equity ... thesaurierend 140,3100 +3,74% -9,38%
JPMorgan Funds - Pacific Equity ... thesaurierend 175,4500 +4,37% -19,87%
JPMorgan Funds - Pacific Equity ... thesaurierend 105,1800 +4,54% -19,51%
JPMorgan Funds - Pacific Equity ... ausschüttend 32,0300 +1,59% -13,12%
JPMorgan Funds - Pacific Equity ... thesaurierend 26,4000 +2,72% -23,59%
JPMorgan Funds - Pacific Equity ... thesaurierend 16,2300 +1,88% -14,13%
JPMorgan Funds - Pacific Equity ... thesaurierend 33,2600 +4,33% -19,97%
JPMorgan Funds - Pacific Equity ... ausschüttend 200,6000 +4,33% -19,97%
JPMorgan Funds - Pacific Equity ... thesaurierend 149,3300 +3,54% -9,90%
JPMorgan Funds - Pacific Equity ... thesaurierend 28,3500 +3,50% -21,86%
JPMorgan Funds - Pacific Equity ... thesaurierend 23,3700 +2,73% -11,98%
JPMorgan Funds - Pacific Equity ... ausschüttend 128,3700 +3,53% -21,79%

Performance

lfd. Jahr  
+7,15%
6 Monate  
+12,80%
1 Jahr  
+5,17%
3 Jahre
  -18,03%
5 Jahre  
+36,49%
10 Jahre  
+112,41%
seit Beginn  
+144,38%
Jahr
2023  
+3,26%
2022
  -22,39%
2021  
+0,52%
2020  
+33,47%
2019  
+30,16%
2018
  -11,36%
2017  
+41,96%
2016  
+6,62%
2015  
+5,84%