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JPMorgan Funds - US Growth Fund I (acc) - USD/  LU0248059726  /

Fonds
NAV19.09.2024 Diff.+8,5500 Ertragstyp Ausrichtung Fondsgesellschaft
573,6200USD +1,51% thesaurierend Aktien Branchenmix JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz 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%