JPMorgan Funds - US Growth Fund I (acc) - USD/ LU0248059726 /
| NAV19.09.2024 | Diff.+8.5500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 573.6200USD | +1.51% | 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 | 3.18 | 8.21 | -4.51 | 3.24 | 2.07 | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 19.92% | 20.75% | 18.73% | 20.95% | 22.58% |
| Sharpe Ratio | 1.71 | 0.97 | 1.86 | 0.32 | 0.74 |
| Bester Monat | +8.21% | +8.21% | +12.10% | +12.10% | +18.68% |
| Schlechtester Monat | -4.51% | -4.51% | -5.18% | -11.59% | -11.59% |
| Maximaler Verlust | -14.04% | -14.04% | -14.04% | -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 | |
|---|---|---|---|---|---|
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 92'572.0000 | +34.17% | +74.91% | |
| JPMorgan Funds - US Growth Fund ... | ausschüttend | 432.3100 | +29.56% | +38.28% | |
| JPMorgan Funds - US Growth Fund ... | ausschüttend | 572.3000 | +38.27% | +33.74% | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 101.8700 | +39.13% | +36.21% | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 324.4300 | +38.41% | +34.19% | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 12'386.0000 | +30.99% | +17.57% | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 109.9600 | - | - | |
| JPMorgan Funds - US Growth Fund ... | ausschüttend | 46.1600 | +28.22% | +34.02% | |
| JPMorgan Funds - US Growth Fund ... | ausschüttend | 581.3600 | +29.50% | +38.11% | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 361.8000 | +33.54% | +18.19% | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 573.6200 | +38.27% | +33.74% | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 136.5100 | +32.90% | - | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 38.8200 | +34.56% | +20.78% | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 84.3300 | +38.22% | +33.60% | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 34.0600 | +33.52% | +18.14% | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 57.6600 | +35.77% | +24.24% | |
| JPMorgan Funds - US Growth Fund ... | ausschüttend | 719.6400 | +38.22% | +33.58% | |
| JPMorgan Funds - US Growth Fund ... | ausschüttend | 139.4800 | +39.17% | - | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 81.1100 | +36.96% | +30.00% | |
| JPMorgan Funds - US Growth Fund ... | ausschüttend | 42.5500 | +36.94% | +29.85% | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 36.3700 | +35.91% | +27.03% |
Performance
| lfd. Jahr | +25.58% | ||
|---|---|---|---|
| 6 Monate | +11.24% | ||
| 1 Jahr | +38.27% | ||
| 3 Jahre | +33.74% | ||
| 5 Jahre | +150.23% | ||
| 10 Jahre | +385.83% | ||
| seit Beginn | +473.62% | ||
| 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% | ||
