JPM US Technology A (acc) - EUR/ LU0159052710 /
| NAV30.05.2024 | Diff.-10.3500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 867.3300EUR | -1.18% | thesaurierend | Aktien Branche Technologie/Informationstechn. | JPMorgan AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2010 | - | - | - | - | - | - | -0.75 | 0.35 | 8.58 | 0.83 | 9.95 | 2.03 | - |
| 2011 | 0.48 | 7.60 | -2.91 | -0.72 | 0.83 | -2.87 | -5.16 | -7.12 | 0.73 | 9.70 | -1.58 | -0.52 | -2.74% |
| 2012 | 5.33 | 7.12 | 4.72 | -1.81 | -6.98 | 1.08 | 4.37 | 1.65 | 0.24 | -8.92 | 2.12 | -2.05 | +5.69% |
| 2013 | 3.94 | 1.78 | 3.09 | -3.69 | 5.38 | -2.29 | 5.92 | 0.51 | 2.33 | -0.74 | 1.14 | 3.55 | +22.48% |
| 2014 | 2.85 | 7.02 | -6.15 | -9.91 | 8.25 | 5.28 | 0.18 | 5.13 | 2.76 | 3.78 | 2.74 | 2.98 | +26.05% |
| 2015 | 4.02 | 11.78 | 1.60 | -2.75 | 5.09 | -2.46 | 3.07 | -8.61 | -4.34 | 9.47 | 6.96 | -4.39 | +18.80% |
| 2016 | -12.33 | -2.49 | 3.30 | -1.29 | 7.08 | -2.13 | 7.44 | 3.45 | 1.52 | 1.04 | 6.55 | -1.85 | +8.93% |
| 2017 | 3.66 | 7.05 | 1.16 | 0.96 | 4.22 | -3.68 | 2.46 | 1.94 | 1.99 | 8.84 | -1.46 | -1.25 | +28.35% |
| 2018 | 5.38 | 4.06 | -5.17 | 4.50 | 11.04 | -1.12 | -1.42 | 11.96 | -0.80 | -10.27 | 0.07 | -7.35 | +8.70% |
| 2019 | 13.36 | 9.81 | 2.66 | 6.48 | -6.66 | 4.04 | 8.89 | -2.97 | -4.27 | -0.10 | 7.91 | -0.10 | +43.94% |
| 2020 | 7.97 | -8.37 | -6.08 | 19.31 | 7.33 | 6.40 | 5.09 | 7.90 | -1.27 | -1.42 | 15.63 | 5.86 | +71.02% |
| 2021 | 2.32 | 1.46 | -1.49 | 2.62 | -3.83 | 10.75 | 0.21 | 1.71 | -2.20 | 7.40 | 6.72 | -4.49 | +21.97% |
| 2022 | -17.24 | -1.49 | 4.08 | -8.38 | -10.93 | -8.71 | 17.24 | 0.03 | -9.66 | -0.43 | -4.55 | -8.06 | -41.49% |
| 2023 | 11.21 | 4.49 | 3.62 | -4.90 | 20.17 | 4.13 | 4.00 | -1.11 | -2.53 | -6.64 | 12.87 | 5.74 | +60.03% |
| 2024 | 5.20 | 7.29 | 1.22 | -4.08 | 1.96 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 23.47% | 21.76% | 21.25% | 27.81% | 28.53% |
| Sharpe Ratio | 1.17 | 1.66 | 1.24 | 0.17 | 0.55 |
| Bester Monat | +7.29% | +12.87% | +20.17% | +20.17% | +20.17% |
| Schlechtester Monat | -4.08% | -4.08% | -6.64% | -17.24% | -17.24% |
| Maximaler Verlust | -9.08% | -9.08% | -12.08% | -46.20% | -46.20% |
| Outperformance | +24.03% | - | +25.54% | +66.63% | +94.13% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| JPM US Technology A (dist) - GBP | ausschüttend | 15.4500 | +28.21% | +25.10% | |
| JPM US Technology X (acc) - USD | thesaurierend | 622.8800 | +33.45% | +17.90% | |
| JPM US Technology A (acc) - HKD | thesaurierend | 27.5300 | +30.97% | +13.15% | |
| JPM US Technology A (acc) - SGD | thesaurierend | 100.0900 | +31.16% | +14.43% | |
| JPM US Technology C (dist) - GBP | ausschüttend | 229.2800 | +29.38% | +28.70% | |
| JPM US Technology F (acc) - USD | thesaurierend | 120.2500 | +29.94% | +9.10% | |
| JPM US Technology I (acc) - JPY | thesaurierend | 14'217.0000 | +48.45% | - | |
| JPM US Technology I (acc) - JPY ... | thesaurierend | 9'066.0000 | +24.46% | - | |
| JPM US Technology I2 (acc) - EUR | thesaurierend | 297.2000 | +31.48% | +31.24% | |
| JPM US Technology I2 (acc) - USD | thesaurierend | 275.1000 | +32.69% | +16.10% | |
| JPM US Technology I (acc) - JPY | thesaurierend | 168.3000 | +29.72% | - | |
| JPM US Technology A (acc) - RMB ... | thesaurierend | 16.3200 | +28.10% | - | |
| JPM US Technology I (acc) - USD | thesaurierend | 257.6000 | +32.59% | +15.76% | |
| JPM US Technology D (acc) - EUR | thesaurierend | 76.4300 | +28.87% | +23.59% | |
| JPM US Technology C (acc) - USD | thesaurierend | 99.1500 | +32.54% | +15.67% | |
| JPM US Technology C (dist) - USD | ausschüttend | 781.6600 | +32.52% | +15.63% | |
| JPM US Technology C (acc) - EUR | thesaurierend | 486.3100 | +31.28% | +30.65% | |
| JPM US Technology A (acc) - USD | thesaurierend | 99.3700 | +31.35% | +12.61% | |
| JPM US Technology A (dist) - USD | ausschüttend | 49.8500 | +31.35% | +12.49% | |
| JPM US Technology A (acc) - EUR ... | thesaurierend | 168.0600 | +28.31% | - | |
| JPM US Technology D (acc) - USD | thesaurierend | 11.6400 | +30.06% | +9.30% | |
| JPM US Technology A (acc) - EUR | thesaurierend | 867.3300 | +30.16% | +27.36% |
Performance
| lfd. Jahr | +11.73% | ||
|---|---|---|---|
| 6 Monate | +18.14% | ||
| 1 Jahr | +30.16% | ||
| 3 Jahre | +27.36% | ||
| 5 Jahre | +143.86% | ||
| 10 Jahre | +609.41% | ||
| seit Beginn | +950.93% | ||
| Jahr | |||
| 2023 | +60.03% | ||
| 2022 | -41.49% | ||
| 2021 | +21.97% | ||
| 2020 | +71.02% | ||
| 2019 | +43.94% | ||
| 2018 | +8.70% | ||
| 2017 | +28.35% | ||
| 2016 | +8.93% | ||
| 2015 | +18.80% | ||
