JPMorgan Funds - Pacific Equity Fund - JPM Pacific Equity X (acc) - USD/ LU0143810405 /
NAV07.06.2024 | Diff.-0,4000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
244,3800USD | -0,16% | thesaurierend | Aktien Asien/Pazifik | JPMorgan AM (EU) ▶ |
Monatliche Performance
Jan | Feb | Mrz | 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% |