JPMorgan Funds - US Growth Fund T (acc) - EUR (hedged)/ LU0842955154 /
| NAV14.06.2024 | Diff.+0.0500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 355.8900EUR | +0.01% | thesaurierend | Aktien Branchenmix | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012 | - | - | - | - | - | - | - | - | - | - | 2.92 | -1.81 | - |
| 2013 | 5.99 | -0.80 | 1.97 | 1.51 | 4.23 | -4.39 | 7.20 | -1.84 | 5.47 | 3.48 | 3.17 | 2.39 | +31.57% |
| 2014 | -1.81 | 6.67 | -5.68 | -3.03 | 4.85 | 1.40 | 0.94 | 3.39 | -1.42 | 3.17 | 1.71 | 0.38 | +10.35% |
| 2015 | -0.79 | 5.95 | -1.62 | 0.79 | 2.09 | -1.79 | 4.59 | -5.78 | -6.04 | 8.89 | 0.94 | -0.93 | +5.37% |
| 2016 | -11.16 | 0.01 | 4.55 | -1.66 | 2.89 | -3.57 | 5.56 | -0.53 | 0.58 | -1.19 | 1.26 | -0.88 | -5.06% |
| 2017 | 4.61 | 3.53 | 1.68 | 2.70 | 4.82 | -0.29 | 2.74 | 0.41 | 0.51 | 5.26 | 1.46 | 1.27 | +32.54% |
| 2018 | 8.91 | -0.36 | -6.86 | 3.82 | 4.23 | 1.12 | -0.24 | 6.88 | 0.76 | -10.88 | -1.81 | -8.69 | -5.07% |
| 2019 | 10.17 | 5.36 | 1.44 | 4.13 | -4.51 | 6.61 | 3.19 | -0.52 | -4.88 | 0.80 | 5.71 | 1.95 | +32.41% |
| 2020 | 4.83 | -9.80 | -6.70 | 18.54 | 6.50 | 5.60 | 10.94 | 9.34 | -3.45 | -4.77 | 10.82 | 4.40 | +51.76% |
| 2021 | 1.83 | -0.76 | -1.10 | 6.56 | -2.09 | 3.27 | 3.08 | 2.81 | -4.50 | 4.38 | 3.04 | -1.01 | +16.04% |
| 2022 | -11.84 | -2.59 | 4.74 | -9.71 | -4.44 | -9.35 | 10.64 | -2.07 | -7.88 | 4.17 | 0.77 | -4.61 | -29.70% |
| 2023 | 5.05 | -1.28 | 3.44 | 0.05 | 6.45 | 6.10 | 3.20 | -0.83 | -5.61 | -4.47 | 11.66 | 4.43 | +30.44% |
| 2024 | 4.46 | 7.13 | 2.54 | -3.58 | 2.84 | 6.08 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 18.06% | 17.36% | 16.44% | 20.23% | 22.39% |
| Sharpe Ratio | 2.67 | 2.70 | 1.70 | 0.16 | 0.54 |
| Bester Monat | +7.13% | +7.13% | +11.66% | +11.66% | +18.54% |
| Schlechtester Monat | -3.58% | -3.58% | -5.61% | -11.84% | -11.84% |
| Maximaler Verlust | -8.13% | -8.13% | -12.15% | -34.53% | -34.53% |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPMorgan Funds - US Growth Fund ... | ausschüttend | 47.2100 | +35.58% | +49.01% | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 99'104.0000 | +54.16% | +97.39% | |
| JPMorgan Funds - US Growth Fund ... | ausschüttend | 440.7900 | +36.98% | +53.72% | |
| JPMorgan Funds - US Growth Fund ... | ausschüttend | 558.3000 | +36.74% | +37.90% | |
| JPMorgan Funds - US Growth Fund ... | ausschüttend | 592.8200 | +36.93% | +53.54% | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 99.2100 | +37.58% | +40.44% | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 316.4000 | +36.87% | +38.36% | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 12'206.0000 | +28.67% | +22.43% | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 355.8900 | +31.68% | +22.19% | |
| JPMorgan Funds - US Growth Fund ... | ausschüttend | 140.2600 | +38.35% | - | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 559.5700 | +36.74% | +37.90% | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 138.8300 | +38.83% | - | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 38.1100 | +32.65% | +24.87% | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 82.2700 | +36.68% | +37.76% | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 33.5000 | +31.68% | +22.13% | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 56.4700 | +33.91% | +28.46% | |
| JPMorgan Funds - US Growth Fund ... | ausschüttend | 702.1000 | +36.69% | +37.74% | |
| JPMorgan Funds - US Growth Fund ... | ausschüttend | 41.6200 | +35.39% | +33.83% | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 79.3200 | +35.45% | +34.03% | |
| JPMorgan Funds - US Growth Fund ... | thesaurierend | 35.6400 | +34.39% | +30.98% |
Performance
| lfd. Jahr | +20.70% | ||
|---|---|---|---|
| 6 Monate | +22.62% | ||
| 1 Jahr | +31.68% | ||
| 3 Jahre | +22.19% | ||
| 5 Jahre | +108.20% | ||
| 10 Jahre | +258.33% | ||
| seit Beginn | +364.61% | ||
| Jahr | |||
| 2023 | +30.44% | ||
| 2022 | -29.70% | ||
| 2021 | +16.04% | ||
| 2020 | +51.76% | ||
| 2019 | +32.41% | ||
| 2018 | -5.07% | ||
| 2017 | +32.54% | ||
| 2016 | -5.06% | ||
| 2015 | +5.37% | ||
