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JPMorgan Funds - US Growth Fund I2 (acc) - USD/  LU1727358860  /

Fonds
NAV07.06.2024 Diff.+0,6300 Ertragstyp Ausrichtung Fondsgesellschaft
305,6600USD +0,21% thesaurierend Aktien Branchenmix JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2018 9,44 -0,06 -6,42 4,17 4,56 1,53 0,14 7,27 1,12 -10,32 -1,33 -8,25 -0,19%
2019 10,71 5,65 1,85 4,53 -4,08 7,06 3,58 -0,11 -4,48 1,22 5,98 2,39 +38,82%
2020 5,18 -9,44 -6,90 18,69 6,74 5,91 11,17 9,58 -3,24 -4,55 11,24 4,77 +56,01%
2021 2,05 -0,63 -0,75 6,90 -1,85 3,45 3,27 3,00 -4,25 4,57 3,25 -0,68 +19,31%
2022 -11,57 -2,47 5,01 -9,12 -4,05 -8,78 10,85 -1,47 -7,34 4,66 1,31 -4,26 -25,99%
2023 5,55 -0,86 3,89 0,33 6,67 6,49 3,64 -0,53 -5,17 -4,17 12,10 4,73 +36,26%
2024 4,65 7,40 2,82 -3,24 3,19 2,62 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 17,98% 17,03% 16,42% 20,06% 22,35%
Sharpe Ratio 2,47 3,08 1,92 0,34 0,71
Bester Monat +7,40% +7,40% +12,10% +12,10% +18,69%
Schlechtester Monat -3,24% -3,24% -5,17% -11,57% -11,57%
Maximaler Verlust -7,73% -7,73% -11,15% -31,53% -32,38%
Outperformance -7,36% - +0,53% - -
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Funds - US Growth Fund ... ausschüttend 45,3900 +31,33% +45,79%
JPMorgan Funds - US Growth Fund ... thesaurierend 95.556,0000 +52,39% +94,20%
JPMorgan Funds - US Growth Fund ... ausschüttend 423,6900 +32,71% +50,38%
JPMorgan Funds - US Growth Fund ... ausschüttend 539,3600 +35,14% +35,05%
JPMorgan Funds - US Growth Fund ... ausschüttend 569,8300 +32,65% +50,19%
JPMorgan Funds - US Growth Fund ... thesaurierend 95,8300 +35,95% +37,53%
JPMorgan Funds - US Growth Fund ... thesaurierend 305,6600 +35,27% +35,49%
JPMorgan Funds - US Growth Fund ... thesaurierend 11.805,0000 +27,17% +20,02%
JPMorgan Funds - US Growth Fund ... thesaurierend 343,9900 +30,06% +19,66%
JPMorgan Funds - US Growth Fund ... ausschüttend 140,2600 +38,35% -
JPMorgan Funds - US Growth Fund ... thesaurierend 540,5900 +35,14% +35,05%
JPMorgan Funds - US Growth Fund ... thesaurierend 132,2700 +32,27% -
JPMorgan Funds - US Growth Fund ... thesaurierend 36,8300 +31,02% +22,28%
JPMorgan Funds - US Growth Fund ... thesaurierend 79,4800 +35,08% +34,92%
JPMorgan Funds - US Growth Fund ... thesaurierend 32,3800 +30,04% +19,62%
JPMorgan Funds - US Growth Fund ... thesaurierend 54,5600 +32,23% +25,80%
JPMorgan Funds - US Growth Fund ... ausschüttend 678,2800 +35,08% +34,88%
JPMorgan Funds - US Growth Fund ... ausschüttend 40,2200 +33,84% +31,10%
JPMorgan Funds - US Growth Fund ... thesaurierend 76,6400 +33,85% +31,26%
JPMorgan Funds - US Growth Fund ... thesaurierend 34,4400 +32,82% +28,27%

Performance

lfd. Jahr  
+18,40%
6 Monate  
+24,88%
1 Jahr  
+35,27%
3 Jahre  
+35,49%
5 Jahre  
+145,23%
10 Jahre     -
seit Beginn  
+205,66%
Jahr
2023  
+36,26%
2022
  -25,99%
2021  
+19,31%
2020  
+56,01%
2019  
+38,82%
2018
  -0,19%