JPM US Growth I (acc) - USD/ LU0248059726 /
| NAV30.04.2024 | Diff.+2.9900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 510.6000USD | +0.59% | thesaurierend | Aktien Branchenmix | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | - | - | - | - | - | - | - | - | - | 3.38 | 2.51 | - |
| 2014 | -1.68 | 6.85 | -5.51 | -2.84 | 4.98 | 1.58 | 1.12 | 3.55 | -1.19 | 3.42 | 1.89 | 0.50 | +12.69% |
| 2015 | -0.65 | 6.16 | -1.37 | 0.99 | 2.16 | -1.54 | 4.71 | -5.90 | -5.79 | 8.92 | 1.21 | -0.70 | +7.38% |
| 2016 | -10.89 | -0.20 | 4.80 | -1.45 | 3.08 | -3.26 | 5.82 | -0.25 | 0.85 | -0.89 | 1.45 | -0.57 | -2.53% |
| 2017 | 4.98 | 3.76 | 1.98 | 2.99 | 5.23 | 0.00 | 3.06 | 0.73 | 0.83 | 5.53 | 1.81 | 1.60 | +37.59% |
| 2018 | 9.44 | -0.07 | -6.44 | 4.17 | 4.55 | 1.52 | 0.13 | 7.27 | 1.10 | -10.33 | -1.35 | -8.26 | -0.29% |
| 2019 | 10.70 | 5.65 | 1.83 | 4.53 | -4.09 | 7.05 | 3.58 | -0.12 | -4.49 | 1.21 | 5.98 | 2.38 | +38.68% |
| 2020 | 5.17 | -9.45 | -6.91 | 18.68 | 6.72 | 5.90 | 11.16 | 9.58 | -3.25 | -4.56 | 11.16 | 4.75 | +55.75% |
| 2021 | 2.05 | -0.62 | -0.75 | 6.90 | -1.85 | 3.44 | 3.26 | 2.99 | -4.26 | 4.57 | 3.24 | -0.69 | +19.26% |
| 2022 | -11.59 | -2.47 | 5.01 | -9.13 | -4.06 | -8.79 | 10.84 | -1.53 | -7.35 | 4.66 | 1.30 | -4.26 | -26.10% |
| 2023 | 5.54 | -0.86 | 3.88 | 0.32 | 6.67 | 6.48 | 3.63 | -0.54 | -5.18 | -4.17 | 12.10 | 4.71 | +36.14% |
| 2024 | 4.64 | 7.39 | 2.81 | -3.24 | - | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 18.77% | 16.68% | 16.35% | 20.20% | 22.41% |
| Sharpe Ratio | 1.97 | 4.19 | 2.10 | 0.19 | 0.65 |
| Bester Monat | +7.39% | +12.10% | +12.10% | +12.10% | +18.68% |
| Schlechtester Monat | -3.24% | -4.17% | -5.18% | -11.59% | -11.59% |
| Maximaler Verlust | -7.74% | -7.74% | -11.17% | -31.63% | -32.38% |
| Outperformance | -4.49% | - | -3.60% | +60.18% | +149.22% |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPM US Growth A (dist) - GBP | ausschüttend | 43.6200 | +36.78% | +33.92% | |
| JPM US Growth I (acc) - JPY | thesaurierend | 90'493.0000 | +58.64% | +80.05% | |
| JPM US Growth I (dist) - GBP | ausschüttend | 406.7300 | +38.19% | +38.16% | |
| JPM US Growth I (dist) - USD | ausschüttend | 509.4400 | +38.06% | +24.66% | |
| JPM US Growth C (dist) - GBP | ausschüttend | 547.0400 | +38.13% | +37.99% | |
| JPM US Growth X (acc) - USD | thesaurierend | 90.4600 | +38.91% | +26.96% | |
| JPM US Growth I2 (acc) - USD | thesaurierend | 288.6700 | +38.19% | +25.06% | |
| JPM US Growth I (acc) - JPY (hed... | thesaurierend | 11'238.0000 | +30.42% | +11.59% | |
| JPM US Growth T (acc) - EUR (hed... | thesaurierend | 326.2500 | +33.07% | +10.56% | |
| JPM US Growth I2 (dist) - GBP | ausschüttend | 140.2600 | +38.35% | - | |
| JPM US Growth I (acc) - USD | thesaurierend | 510.6000 | +38.06% | +24.66% | |
| JPM US Growth I (acc) - EUR | thesaurierend | 126.2400 | - | - | |
| JPM US Growth A (acc) - EUR (hed... | thesaurierend | 34.9000 | +34.02% | +12.98% | |
| JPM US Growth C (acc) - USD | thesaurierend | 75.0800 | +38.01% | +24.55% | |
| JPM US Growth D (acc) - EUR (hed... | thesaurierend | 30.7100 | +33.06% | +10.51% | |
| JPM US Growth C (acc) - EUR (hed... | thesaurierend | 51.6600 | +35.31% | +16.22% | |
| JPM US Growth C (dist) - USD | ausschüttend | 640.6800 | +38.01% | +24.51% | |
| JPM US Growth A (dist) - USD | ausschüttend | 38.0200 | +36.71% | +20.97% | |
| JPM US Growth A (acc) - USD | thesaurierend | 72.4600 | +36.74% | +21.15% | |
| JPM US Growth D (acc) - USD | thesaurierend | 32.5900 | +35.74% | +18.42% |
Performance
| lfd. Jahr | +11.78% | ||
|---|---|---|---|
| 6 Monate | +31.73% | ||
| 1 Jahr | +38.06% | ||
| 3 Jahre | +24.66% | ||
| 5 Jahre | +132.72% | ||
| seit Beginn | +410.60% | ||
| Jahr | |||
| 2023 | +36.14% | ||
| 2022 | -26.10% | ||
| 2021 | +19.26% | ||
| 2020 | +55.75% | ||
| 2019 | +38.68% | ||
| 2018 | -0.29% | ||
| 2017 | +37.59% | ||
| 2016 | -2.53% | ||
| 2015 | +7.38% | ||
