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JPMorgan Funds - US Growth Fund X (acc) - USD/  LU0143839131  /

Fonds
NAV14.06.2024 Diff.+0,0100 Ertragstyp Ausrichtung Fondsgesellschaft
99,2100USD +0,01% thesaurierend Aktien Branchenmix JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2005 - - - - - - - - - -3,20 5,48 0,69 -
2006 4,28 1,03 0,65 -0,37 -4,88 1,65 -2,19 1,17 3,27 3,54 1,62 1,68 +11,67%
2007 1,92 -1,37 3,64 4,77 2,95 -1,01 -0,94 -2,37 4,62 1,70 -3,42 1,42 +12,11%
2008 -12,12 2,56 -2,41 5,57 3,43 -5,66 -1,03 -0,09 -15,70 -16,15 -7,85 1,20 -40,95%
2009 -2,11 -10,35 5,10 9,84 1,95 3,82 7,73 2,05 3,68 0,97 2,99 5,18 +33,68%
2010 -4,33 2,67 6,51 2,82 -8,69 -6,61 4,51 -4,41 12,03 3,55 1,48 5,66 +13,98%
2011 0,26 3,88 1,08 2,87 -1,20 0,08 0,16 -4,59 -6,92 12,24 -2,34 -0,41 +3,97%
2012 6,15 6,81 3,44 0,50 -8,10 0,84 0,91 2,56 1,84 -4,91 3,34 -1,62 +11,30%
2013 6,27 -0,56 2,12 1,80 4,42 -4,23 7,34 -1,65 5,73 3,71 3,46 2,55 +34,93%
2014 -1,60 6,91 -5,47 -2,78 5,03 1,63 1,18 3,60 -1,12 3,46 1,95 0,59 +13,50%
2015 -0,63 6,23 -1,29 1,03 2,22 -1,45 4,78 -5,83 -5,73 8,94 1,32 -0,67 +8,14%
2016 -10,86 -0,15 4,86 -1,40 3,18 -3,23 5,89 -0,19 0,88 -0,83 1,48 -0,50 -1,89%
2017 5,05 3,72 2,02 3,06 5,29 0,04 3,12 0,81 0,88 5,59 1,89 1,65 +38,40%
2018 9,49 -0,03 -6,40 4,21 4,60 1,58 0,20 7,33 1,14 -10,27 -1,32 -8,20 +0,30%
2019 10,75 5,71 1,89 4,58 -4,03 7,08 3,64 -0,07 -4,44 1,28 6,03 2,43 +39,54%
2020 5,22 -9,38 -6,86 18,75 6,77 5,96 11,21 9,63 -3,20 -4,51 11,22 4,80 +56,72%
2021 2,10 -0,58 -0,70 6,95 -1,81 3,50 3,31 3,06 -4,22 4,62 3,30 -0,64 +19,99%
2022 -11,54 -2,42 5,05 -9,08 -4,01 -8,75 10,90 -1,48 -7,30 4,71 1,37 -4,22 -25,65%
2023 5,60 -0,80 3,93 0,36 6,72 6,55 3,67 -0,49 -5,13 -4,11 12,15 4,76 +36,97%
2024 4,69 7,45 2,85 -3,19 3,23 6,24 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 17,95% 17,26% 16,37% 20,12% 22,33%
Sharpe Ratio 3,03 3,05 2,07 0,41 0,77
Bester Monat +7,45% +7,45% +12,15% +12,15% +18,75%
Schlechtester Monat -3,19% -3,19% -5,13% -11,54% -11,54%
Maximaler Verlust -7,68% -7,68% -11,02% -31,25% -32,33%
Outperformance -4,27% - -4,39% +67,23% +163,65%
 
Alle Kurse in USD

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  
+22,85%
6 Monate  
+25,00%
1 Jahr  
+37,58%
3 Jahre  
+40,44%
5 Jahre  
+158,29%
10 Jahre  
+441,84%
seit Beginn  
+892,10%
Jahr
2023  
+36,97%
2022
  -25,65%
2021  
+19,99%
2020  
+56,72%
2019  
+39,54%
2018  
+0,30%
2017  
+38,40%
2016
  -1,89%
2015  
+8,14%