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JPMorgan Funds - US Technology Fund X (acc) - USD/  LU0143839644  /

Fonds
NAV17.06.2024 Diff.-2,6700 Ertragstyp Ausrichtung Fondsgesellschaft
649,4500USD -0,41% thesaurierend Aktien Branche Technologie/Informationstechn. JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2016 - -1,87 8,28 -0,84 4,71 -2,47 8,03 3,42 2,26 -1,24 3,37 -2,18 +23,19%
2017 6,19 5,34 2,05 3,30 7,39 -1,95 5,56 2,99 1,63 7,54 0,92 -0,39 +48,32%
2018 9,63 2,10 -4,14 2,51 7,29 -1,04 -0,74 11,45 -1,15 -12,15 0,36 -6,44 +5,35%
2019 13,93 9,04 1,39 6,60 -7,10 6,27 6,74 -3,69 -5,40 2,24 6,67 2,04 +43,49%
2020 6,59 -9,06 -6,06 18,42 10,05 7,41 11,02 8,96 -3,03 -1,45 18,92 8,42 +89,96%
2021 1,42 1,40 -4,52 5,73 -3,00 8,26 0,38 1,36 -4,04 7,84 4,64 -4,66 +14,52%
2022 -18,27 -1,09 3,01 -12,89 -9,31 -11,12 14,52 -1,38 -11,63 0,85 0,38 -5,26 -44,03%
2023 13,02 2,57 6,26 -3,90 16,87 6,63 5,28 -2,69 -4,83 -6,31 16,28 7,44 +68,34%
2024 3,56 7,09 0,87 -4,76 1,02 6,58 - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 24,64% 23,80% 22,65% 30,08% 29,88%
Sharpe Ratio 1,27 1,35 1,26 0,09 0,57
Bester Monat +7,44% +7,44% +16,28% +16,87% +18,92%
Schlechtester Monat -4,76% -4,76% -6,31% -18,27% -18,27%
Maximaler Verlust -11,59% -11,59% -15,59% -50,48% -50,48%
Outperformance -2,34% - +8,29% - -
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPMorgan Funds - US Technology F... ausschüttend 16,1700 +30,29% +25,85%
JPMorgan Funds - US Technology F... thesaurierend 649,4500 +31,84% +20,12%
JPMorgan Funds - US Technology F... thesaurierend 28,6500 +29,40% +15,11%
JPMorgan Funds - US Technology F... thesaurierend 104,5100 +30,54% +15,40%
JPMorgan Funds - US Technology F... ausschüttend 240,0500 +31,45% +29,37%
JPMorgan Funds - US Technology F... thesaurierend 125,2200 +28,40% +11,03%
JPMorgan Funds - US Technology F... thesaurierend 14.929,0000 +46,12% -
JPMorgan Funds - US Technology F... thesaurierend 9.425,0000 +23,03% -
JPMorgan Funds - US Technology F... thesaurierend 313,0600 +33,56% +31,57%
JPMorgan Funds - US Technology F... thesaurierend 286,7500 +31,09% +18,15%
JPMorgan Funds - US Technology F... thesaurierend 175,3100 +28,26% -
JPMorgan Funds - US Technology F... thesaurierend 16,9800 +26,62% -
JPMorgan Funds - US Technology F... thesaurierend 268,5000 +30,99% +17,81%
JPMorgan Funds - US Technology F... thesaurierend 80,4200 +30,91% +23,86%
JPMorgan Funds - US Technology F... thesaurierend 103,3500 +30,96% +17,72%
JPMorgan Funds - US Technology F... ausschüttend 814,7200 +30,93% +17,67%
JPMorgan Funds - US Technology F... thesaurierend 512,2200 +33,35% +30,97%
JPMorgan Funds - US Technology F... thesaurierend 103,5300 +29,79% +14,61%
JPM US Technology A (dist) - USD ausschüttend 51,9300 +29,76% +14,60%
JPMorgan Funds - US Technology F... thesaurierend 174,9600 +26,88% -
JPMorgan Funds - US Technology F... thesaurierend 12,1300 +28,63% +11,28%
JPMorgan Funds - US Technology F... thesaurierend 913,1200 +32,22% +27,66%

Performance

lfd. Jahr  
+14,72%
6 Monate  
+16,43%
1 Jahr  
+31,84%
3 Jahre  
+20,12%
5 Jahre  
+156,40%
10 Jahre     -
seit Beginn  
+549,45%
Jahr
2023  
+68,34%
2022
  -44,03%
2021  
+14,52%
2020  
+89,96%
2019  
+43,49%
2018  
+5,35%
2017  
+48,32%
2016  
+23,19%