The Jupiter Global Fund - Jupiter Financial Innovation, Class D USD Acc HSC/ LU2269171109 /
| NAV05.06.2024 | Diff.-0.3000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 10.0600USD | -2.90% | thesaurierend | Aktien weltweit | Jupiter AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | 2.53 | -2.08 | 5.05 | -1.44 | 2.73 | 2.56 | 8.42 | -3.41 | 8.30 | -3.26 | -4.72 | +13.00% |
| 2022 | -11.68 | -4.21 | -0.94 | -6.55 | -7.01 | -9.36 | 2.82 | 0.65 | -2.85 | 1.07 | 1.45 | -3.90 | -34.60% |
| 2023 | 5.55 | 4.36 | -10.81 | 2.20 | -0.81 | 4.21 | 4.43 | 0.12 | -0.50 | -4.14 | 8.63 | 5.54 | +18.67% |
| 2024 | 5.13 | 4.45 | 4.15 | -0.30 | 2.30 | -1.66 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12.97% | 12.50% | 12.15% | 18.12% | -% |
| Sharpe Ratio | 2.65 | 3.00 | 2.46 | -0.27 | - |
| Bester Monat | +5.54% | +5.54% | +8.63% | +8.63% | - |
| Schlechtester Monat | -1.66% | -1.66% | -4.14% | -11.68% | - |
| Maximaler Verlust | -5.64% | -5.64% | -6.17% | -45.36% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in USD
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| The Jupiter Global Fund - Jupite... | ausschüttend | 21.0900 | +28.71% | -11.29% | |
| The Jupiter Global Fund - Jupite... | thesaurierend | 17.4900 | +32.60% | -5.46% | |
| The Jupiter Global Fund - Jupite... | thesaurierend | 21.1600 | +29.74% | -9.18% | |
| The Jupiter Global Fund - Jupite... | thesaurierend | 10.0600 | +33.60% | -3.27% | |
| The Jupiter Global Fund - Jupite... | thesaurierend | 9.6000 | +32.23% | -6.34% | |
| The Jupiter Global Fund - Jupite... | thesaurierend | 9.5100 | +31.90% | -7.13% | |
| The Jupiter Global Fund - Jupite... | thesaurierend | 8.0500 | +31.75% | -21.46% | |
| The Jupiter Global Fund - Jupite... | thesaurierend | 21.1100 | +30.55% | -10.44% | |
| The Jupiter Global Fund - Jupite... | thesaurierend | 14.9300 | +32.71% | -19.95% | |
| The Jupiter Global Fund - Jupite... | thesaurierend | 16.7300 | +33.73% | -18.03% | |
| The Jupiter Global Fund - Jupite... | thesaurierend | 15.1400 | +31.54% | -8.30% |
Performance
| lfd. Jahr | +14.71% | ||
|---|---|---|---|
| 6 Monate | +18.77% | ||
| 1 Jahr | +33.60% | ||
| 3 Jahre | -3.27% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +0.60% | ||
| Jahr | |||
| 2023 | +18.67% | ||
| 2022 | -34.60% | ||
| 2021 | +13.00% | ||
