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Jupiter European Gr.D GBP Acc/  LU0946223368  /

Fonds
NAV13/05/2024 Diferencia-0.0300 Tipo de beneficio Enfoque de la inversión Sociedad de fondos
27.0300GBP -0.11% reinvestment Equity Europe Jupiter AM Int. ▶
 

Rendimiento mensual

  ene. feb. mar. abr. may. jun. jul. ago. sep. oct. nov. dic. Total
2016 - - - - - - - - - - - 3.57 -
2017 1.73 1.20 5.17 4.05 6.25 -1.38 2.07 2.45 -2.97 3.84 -0.40 0.87 +24.95%
2018 2.30 -3.15 -2.61 5.31 4.87 0.86 3.69 4.44 -3.21 -7.25 -1.65 -5.54 -2.93%
2019 5.63 -0.39 1.18 5.12 1.91 5.41 3.45 -0.86 -0.77 -3.15 2.45 1.71 +23.47%
2020 1.92 -5.79 -7.15 6.09 8.98 0.89 -0.69 1.91 1.96 -5.73 7.64 1.94 +10.99%
2021 -1.90 -1.23 0.85 4.47 1.99 3.99 4.59 3.63 -3.69 2.30 0.15 1.94 +18.04%
2022 -13.52 -3.47 4.87 -3.89 -1.74 -9.35 10.37 -4.30 -5.56 3.53 5.59 -0.49 -18.69%
2023 4.42 3.84 1.12 0.49 0.04 -0.65 2.14 -2.62 -2.69 -3.78 6.72 6.54 +15.95%
2024 0.00 1.90 2.40 -2.68 3.44 - - - - - - - -

Valores estimados

  Año hasta la fecha 6 Meses Promedio móvil 3 Años 5 Años
Volatilidad 12.25% 11.68% 13.43% 17.76% 18.43%
Índice de Sharpe 0.88 2.43 0.48 0.06 0.22
El mes mejor +6.54% +6.72% +6.72% +10.37% +10.37%
El mes peor -2.68% -2.68% -3.78% -13.52% -13.52%
Pérdida máxima -4.63% -4.74% -11.18% -28.77% -28.77%
Rendimiento superior +1.89% - -3.12% +17.37% -
 
Todas las cotizaciones en GBP

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  
+5.05%
6 Meses  
+14.83%
Promedio móvil  
+10.19%
3 Años  
+15.61%
5 Años  
+45.48%
10 Años     -
Desde el principio  
+102.32%
Año
2023  
+15.95%
2022
  -18.69%
2021  
+18.04%
2020  
+10.99%
2019  
+23.47%
2018
  -2.93%
2017  
+24.95%