Jupiter Financ.Contingent Cap.Fd.I GBP H/ IE00BF47CV65 /
| NAV19.06.2024 | Diff.+0.0682 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 13.8961GBP | +0.49% | thesaurierend | Anleihen Europa | Jupiter AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | 4.20 | 1.00 | 0.23 | 1.32 | 2.40 | 1.52 | 1.79 | - |
| 2020 | 2.58 | -2.63 | -18.24 | 9.73 | 3.74 | 1.74 | 1.54 | 3.28 | -1.27 | 0.60 | 5.37 | 0.92 | +4.75% |
| 2021 | 0.18 | 0.64 | 0.79 | 1.27 | 0.24 | 1.06 | 0.46 | 0.53 | -0.14 | -0.70 | -1.17 | 1.53 | +4.77% |
| 2022 | -1.62 | -2.83 | 0.08 | -2.13 | -0.53 | -5.69 | 3.65 | -1.57 | -6.23 | 2.94 | 5.55 | 0.70 | -8.06% |
| 2023 | 4.00 | -0.78 | -5.82 | 2.35 | 1.37 | 0.42 | 3.38 | -0.88 | 0.00 | 0.32 | 4.51 | 3.65 | +12.75% |
| 2024 | 0.89 | 0.21 | 2.12 | -0.47 | 1.83 | 0.27 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 3.70% | 3.86% | 4.54% | 8.11% | 10.67% |
| Sharpe Ratio | 1.95 | 1.98 | 2.66 | -0.07 | 0.16 |
| Bester Monat | +3.65% | +3.65% | +4.51% | +5.55% | +9.73% |
| Schlechtester Monat | -0.47% | -0.47% | -0.88% | -6.23% | -18.24% |
| Maximaler Verlust | -1.57% | -1.57% | -2.27% | -18.06% | -30.52% |
| Outperformance | +8.69% | - | +8.79% | - | - |
Alle Kurse in GBP
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Jupiter Financ.Contingent Cap.Fd... | thesaurierend | 13.8961 | +15.80% | +9.83% | |
| Jupiter Financ.Contingent Cap.Fd... | ausschüttend | 9.4335 | +14.01% | +6.15% | |
| Jupiter Financ.Contingent Cap.Fd... | thesaurierend | 13.7614 | +14.23% | +5.68% | |
| Jupiter Financ.Contingent Cap.Fd... | thesaurierend | 14.8027 | +16.26% | +11.63% | |
| Jupiter Financ.Contingent Cap.Fd... | ausschüttend | 10.2542 | +15.67% | +11.11% | |
| Jupiter Financ.Contingent Cap.Fd... | thesaurierend | 14.4358 | +15.39% | +9.15% | |
| Jupiter Financ.Contingent Cap.Fd... | ausschüttend | 9.5431 | +14.80% | +8.57% | |
| Jupiter Financ.Contingent Cap.Fd... | thesaurierend | 11.5377 | +13.32% | +3.19% | |
| Jupiter Financ.Contingent Cap.Fd... | ausschüttend | 8.8319 | +12.78% | +2.79% |
Performance
| lfd. Jahr | +4.92% | ||
|---|---|---|---|
| 6 Monate | +5.50% | ||
| 1 Jahr | +15.80% | ||
| 3 Jahre | +9.83% | ||
| 5 Jahre | +30.39% | ||
| 10 Jahre | - | ||
| seit Beginn | +32.46% | ||
| Jahr | |||
| 2023 | +12.75% | ||
| 2022 | -8.06% | ||
| 2021 | +4.77% | ||
| 2020 | +4.75% | ||
