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Jupiter European Growth, Class A USD Acc HSC/  LU1856138950  /

Fonds
NAV13/05/2024 Diferencia-0.0200 Tipo de beneficio Enfoque de la inversión Sociedad de fondos
14.7100USD -0.14% reinvestment Equity Europe Jupiter AM Int. ▶
 

Rendimiento mensual

  ene. feb. mar. abr. may. jun. jul. ago. sep. oct. nov. dic. Total
2018 - - - - - - - - -2.10 -7.15 -1.87 -5.83 -
2019 8.45 1.65 1.51 4.57 -0.61 4.20 1.47 0.29 1.45 0.10 3.52 2.11 +32.38%
2020 3.15 -7.24 -10.71 8.32 4.86 -0.28 0.56 2.59 0.00 -4.23 7.81 1.75 +4.86%
2021 -0.26 0.43 2.83 2.58 3.00 4.18 5.30 2.66 -3.85 4.15 -0.56 3.30 +26.07%
2022 -12.72 -3.82 3.89 -3.28 -2.66 -10.19 12.92 -6.13 -7.22 5.72 5.77 -2.94 -21.29%
2023 5.45 4.26 1.02 0.23 2.17 0.08 2.28 -2.45 -3.58 -4.81 8.21 5.98 +19.53%
2024 1.74 1.78 2.58 -2.72 2.94 - - - - - - - -

Valores estimados

  Año hasta la fecha 6 Meses Promedio móvil 3 Años 5 Años
Volatilidad 11.74% 11.47% 13.22% 17.80% 18.88%
Índice de Sharpe 1.26 2.88 0.65 0.13 0.26
El mes mejor +5.98% +8.21% +8.21% +12.92% +12.92%
El mes peor -2.72% -2.72% -4.81% -12.72% -12.72%
Pérdida máxima -4.94% -4.94% -11.80% -30.05% -33.75%
Rendimiento superior - - - - -
 
Todas las cotizaciones en USD

Tramos

Nombre   Tipo de beneficio Prec. de rescate Promedio móvil 3 Años
Jupiter European Growth, Class L... paying dividend 43.3600 +9.38% +13.07%
Jupiter European Gr.D USD Acc reinvestment 29.3300 +13.51% +23.39%
Jupiter European Gr.D GBP Acc reinvestment 27.0300 +10.19% +15.61%
Jupiter European Gr.L SGD Acc HS... reinvestment 13.5800 +10.68% +16.87%
Jupiter European Growth, Class L... reinvestment 11.0400 +9.63% +2.03%
Jupiter European Growth, Class A... reinvestment 11.6400 +10.23% +12.14%
Jupiter European Growth, Class A... reinvestment 10.2400 +9.29% -0.19%
Jupiter European Growth, Class N... reinvestment 11.5200 +9.92% +11.09%
Jupiter European Growth, Class N... reinvestment 10.1200 +8.93% -1.36%
Jupiter European Growth, Class L... reinvestment 169.9000 +11.59% +17.90%
Jupiter European Growth, Class A... reinvestment 14.7100 +12.29% +19.50%
Jupiter European Growth, Class N... reinvestment 14.4600 +11.92% +18.43%
Jupiter European Growth, Class C... reinvestment 15.3300 +13.14% +22.15%
Jupiter European Growth, Class D... reinvestment 116.7500 +10.45% -
Jupiter European Growth, Class D... reinvestment 119.8000 +11.76% -
Jupiter European Growth, Class I... reinvestment 68.2400 +11.49% +15.90%
Jupiter European Growth, Class L... reinvestment 29.1100 +12.61% +20.54%
Jupiter European Growth, Class D... reinvestment 24.8900 +11.41% +15.71%
Jupiter European Growth, Class D... paying dividend 22.5500 +11.47% +15.76%
Jupiter European Growth, Class L... reinvestment 49.7500 +10.58% +13.12%
Jupiter European Growth, Class L... paying dividend 21.7400 +10.59% +13.12%

Performance

Año hasta la fecha  
+6.36%
6 Meses  
+16.84%
Promedio móvil  
+12.29%
3 Años  
+19.50%
5 Años  
+51.96%
10 Años     -
Desde el principio  
+47.10%
Año
2023  
+19.53%
2022
  -21.29%
2021  
+26.07%
2020  
+4.86%
2019  
+32.38%