DettagliGraficoProfiloMatrice di rischioNotizieDocumenti

Jupiter European Growth, Class L USD Acc HSC/  LU0966834136  /

Fonds
NAV17/05/2024 Var.-0.2300 Type of yield Focus sugli investimenti Società d'investimento
29.2100USD -0.78% reinvestment Equity Europe Jupiter AM Int. ▶
 

Performance mensile

  gen feb mar apr mag giu lug ago set ott nov dic Totale
2013 - - - - - - - - - - 1.37 1.55 -
2014 -0.86 5.00 -0.55 -0.46 2.78 -0.63 -1.36 0.73 1.19 -0.54 5.80 0.68 +12.11%
2015 8.93 5.54 4.14 0.21 5.88 -5.56 5.74 -6.57 -0.79 6.65 5.29 -1.61 +29.93%
2016 -8.84 -1.58 0.95 -0.72 3.13 -5.08 4.54 -0.28 -2.07 -4.66 1.53 3.16 -10.27%
2017 1.31 2.45 4.57 5.65 2.86 -1.86 0.44 -0.50 1.26 4.17 -0.36 0.30 +21.95%
2018 3.23 -3.30 -1.80 4.88 5.64 -0.11 3.20 3.95 -2.06 -7.14 -1.81 -5.87 -2.15%
2019 8.50 1.75 1.50 4.64 -0.63 4.25 1.46 0.30 1.48 0.15 3.50 2.21 +32.89%
2020 3.08 -7.14 -10.67 8.28 4.87 -0.24 0.57 2.64 0.05 -4.23 7.83 1.78 +5.15%
2021 -0.22 0.48 2.79 2.59 3.02 4.26 5.32 2.67 -3.85 4.19 -0.50 3.32 +26.47%
2022 -12.73 -3.81 3.91 -3.25 -2.66 -10.11 12.97 -6.18 -7.82 6.47 5.81 -2.98 -21.13%
2023 5.53 4.28 1.08 0.28 2.20 0.04 2.31 -2.44 -3.47 -4.83 8.26 5.97 +19.96%
2024 1.76 1.76 2.65 -2.68 3.25 - - - - - - - -

Calculated values

  YTD 6 mesi 1 anno 3 anni 5 anni
Volatilità 11.66% 10.86% 13.17% 17.80% 18.87%
Indice di Sharpe 1.33 2.36 0.78 0.14 0.26
Mese migliore +5.97% +8.26% +8.26% +12.97% +12.97%
Mese peggiore -2.68% -2.68% -4.83% -12.73% -12.73%
Perdita massima -4.92% -4.92% -11.73% -29.89% -33.72%
Outperformance +11.41% - +1.98% +30.33% +59.21%
 
Tutte le quotazioni in USD

Tranches

Nome   Type of yield Prezzo di riacquisto 1 anno 3 anni
Jupiter European Growth, Class L... paying dividend 43.3100 +10.35% +11.81%
Jupiter European Gr.D USD Acc reinvestment 29.4200 +14.97% +22.84%
Jupiter European Gr.D GBP Acc reinvestment 27.0100 +11.20% +14.40%
Jupiter European Gr.L SGD Acc HS... reinvestment 13.6200 +12.19% +16.31%
Jupiter European Growth, Class L... reinvestment 11.1300 +12.08% +1.64%
Jupiter European Growth, Class A... reinvestment 11.6700 +11.67% +11.57%
Jupiter European Growth, Class A... reinvestment 10.3200 +11.81% -0.67%
Jupiter European Growth, Class N... reinvestment 11.5500 +11.38% +10.53%
Jupiter European Growth, Class N... reinvestment 10.2000 +11.35% -1.73%
Jupiter European Growth, Class L... reinvestment 170.4100 +13.09% +17.37%
Jupiter European Growth, Class A... reinvestment 14.7500 +13.72% +18.95%
Jupiter European Growth, Class N... reinvestment 14.5100 +13.45% +17.97%
Jupiter European Growth, Class C... reinvestment 15.3800 +14.61% +21.68%
Jupiter European Growth, Class D... reinvestment 117.7100 +13.00% -
Jupiter European Growth, Class D... reinvestment 120.2400 +13.36% -
Jupiter European Growth, Class I... reinvestment 68.4400 +12.97% +15.37%
Jupiter European Growth, Class L... reinvestment 29.2100 +14.10% +20.06%
Jupiter European Growth, Class D... reinvestment 24.9700 +12.94% +15.23%
Jupiter European Growth, Class D... paying dividend 22.6100 +12.92% +15.21%
Jupiter European Growth, Class L... reinvestment 49.9000 +12.06% +12.62%
Jupiter European Growth, Class L... paying dividend 21.8100 +12.07% +12.64%

Prestazione

YTD  
+6.80%
6 mesi  
+13.66%
1 anno  
+14.10%
3 anni  
+20.06%
5 anni  
+51.74%
10 anni  
+169.46%
Dall'inizio  
+192.10%
Anno
2023  
+19.96%
2022
  -21.13%
2021  
+26.47%
2020  
+5.15%
2019  
+32.89%
2018
  -2.15%
2017  
+21.95%
2016
  -10.27%
2015  
+29.93%