Jupiter Financ.Contingent Cap.Fd.I USD/ IE00BF47CW72 /
| NAV16.05.2024 | Diff.+0.0552 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 14.7763USD | +0.38% | thesaurierend | Anleihen Europa | Jupiter AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | 4.37 | 1.18 | 0.41 | 1.48 | 2.57 | 1.62 | 1.99 | - |
| 2020 | 2.69 | -2.55 | -16.84 | 9.93 | 3.84 | 1.93 | 1.62 | 3.31 | -1.23 | 0.65 | 5.42 | 1.00 | +7.59% |
| 2021 | 0.21 | 0.68 | 0.82 | 1.29 | 0.25 | 1.07 | 0.48 | 0.55 | -0.12 | -0.69 | -1.17 | 1.61 | +5.06% |
| 2022 | -1.60 | -2.85 | 0.15 | -2.13 | -0.52 | -5.64 | 3.70 | -1.49 | -6.09 | 3.03 | 5.76 | 0.85 | -7.28% |
| 2023 | 4.14 | -0.71 | -5.94 | 2.42 | 1.45 | 0.50 | 3.41 | -0.85 | -0.01 | 0.35 | 4.57 | 3.72 | +13.30% |
| 2024 | 0.92 | 0.25 | 2.15 | -0.45 | 1.98 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 3.77% | 4.17% | 4.76% | 8.15% | 10.58% |
| Sharpe Ratio | 2.65 | 4.23 | 3.29 | 0.03 | 0.32 |
| Bester Monat | +3.72% | +4.57% | +4.57% | +5.76% | +9.93% |
| Schlechtester Monat | -0.45% | -0.45% | -0.85% | -6.09% | -16.84% |
| Maximaler Verlust | -1.55% | -1.55% | -2.28% | -17.41% | -29.50% |
| Outperformance | +7.43% | - | +3.10% | - | - |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Jupiter Financ.Contingent Cap.Fd... | thesaurierend | 13.8753 | +18.96% | +10.93% | |
| Jupiter Financ.Contingent Cap.Fd... | ausschüttend | 9.4764 | +17.72% | +7.85% | |
| Jupiter Financ.Contingent Cap.Fd... | thesaurierend | 13.7583 | +17.36% | +6.81% | |
| Jupiter Financ.Contingent Cap.Fd... | thesaurierend | 14.7763 | +19.50% | +12.73% | |
| Jupiter Financ.Contingent Cap.Fd... | ausschüttend | 10.2881 | +19.50% | +12.78% | |
| Jupiter Financ.Contingent Cap.Fd... | thesaurierend | 14.4201 | +18.60% | +10.22% | |
| Jupiter Financ.Contingent Cap.Fd... | ausschüttend | 9.5814 | +18.60% | +10.19% | |
| Jupiter Financ.Contingent Cap.Fd... | thesaurierend | 11.5432 | +16.32% | +4.29% | |
| Jupiter Financ.Contingent Cap.Fd... | ausschüttend | 8.8813 | +16.46% | +4.43% |
Performance
| lfd. Jahr | +4.91% | ||
|---|---|---|---|
| 6 Monate | +10.12% | ||
| 1 Jahr | +19.50% | ||
| 3 Jahre | +12.73% | ||
| 5 Jahre | +41.60% | ||
| 10 Jahre | - | ||
| seit Beginn | +40.02% | ||
| Jahr | |||
| 2023 | +13.30% | ||
| 2022 | -7.28% | ||
| 2021 | +5.06% | ||
| 2020 | +7.59% | ||
