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Jupiter Global Ecology Growth, Class L EUR Acc/  LU0231118026  /

Fonds
NAV2024-05-15 Chg.+0.0100 Type of yield Investment Focus Investment company
24.3600EUR +0.04% reinvestment Equity Worldwide Jupiter AM Int. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2001 - - - - - - - - -3.04 1.04 2.48 0.71 -
2002 -2.20 0.00 5.43 - - - -29.93 -3.61 -9.06 -3.01 2.61 -7.95 -41.98%
2003 -7.25 -8.19 -3.65 4.00 2.02 4.96 5.10 5.22 -0.85 6.03 -3.90 -1.52 +0.52%
2004 5.67 4.07 -1.09 1.11 -1.25 1.74 -1.56 -1.11 2.88 0.93 5.23 2.05 +19.93%
2005 5.01 5.73 -1.42 -4.06 3.82 5.12 2.75 2.19 6.31 -5.94 4.05 3.78 +29.94%
2006 2.43 6.03 0.91 2.41 -6.97 -3.06 1.20 3.77 1.24 5.74 -0.58 5.56 +19.40%
2007 2.22 -0.45 1.72 2.59 3.88 1.33 -2.77 -3.46 -1.64 3.73 -6.73 0.57 +0.42%
2008 -10.07 0.81 -5.34 4.87 2.80 -6.63 0.54 2.89 -11.55 -23.51 -2.65 -3.08 -42.95%
2009 1.09 -7.03 -4.14 16.25 4.31 0.89 5.10 2.56 2.02 -2.71 -0.46 7.76 +26.49%
2010 -0.65 0.15 5.43 3.62 -3.52 -0.73 1.71 -3.01 0.87 2.21 2.29 6.47 +15.33%
2011 -1.55 1.35 -0.44 -1.11 0.45 -2.69 -1.04 -9.19 -3.97 6.27 -3.14 4.79 -10.61%
2012 5.32 3.76 -0.11 -0.79 -2.40 -1.87 5.01 1.25 0.34 -2.57 0.69 1.37 +10.01%
2013 2.47 4.61 3.67 -0.30 1.62 -2.89 4.83 1.08 4.17 1.77 2.38 1.16 +27.19%
2014 -0.97 2.68 -1.48 -0.62 3.37 1.03 -1.19 2.06 -0.67 -0.59 3.24 0.91 +7.86%
2015 4.34 7.06 3.45 -2.41 5.16 -4.97 -0.73 -6.37 -5.32 7.76 4.75 -3.58 +7.94%
2016 -8.65 1.41 2.87 0.96 1.66 -3.65 6.28 0.23 -0.53 -1.44 3.78 1.56 +3.72%
2017 0.44 3.50 0.42 2.73 -0.82 -1.17 -0.35 -1.96 4.84 2.92 -2.24 0.88 +9.29%
2018 -0.33 -2.42 -1.79 1.96 4.40 -3.95 1.71 0.74 -0.54 -8.47 2.72 -9.94 -15.73%
2019 9.45 4.43 1.18 6.52 -6.25 3.37 1.13 -1.38 4.14 1.73 4.41 0.78 +32.72%
2020 -0.06 -6.41 -15.23 11.40 3.25 0.39 2.03 5.25 -0.37 0.73 11.16 3.60 +13.64%
2021 2.58 -1.03 6.17 0.78 0.53 2.56 2.96 4.93 -3.13 4.81 1.46 1.90 +27.01%
2022 -11.19 -2.10 2.81 -3.48 -1.35 -8.91 13.10 0.05 -8.74 4.19 2.49 -4.61 -18.45%
2023 4.27 3.61 -1.27 -2.57 3.13 2.66 0.83 -4.45 -2.25 -7.31 8.31 7.97 +12.30%
2024 -0.18 4.35 3.61 -0.76 2.96 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.52% 10.66% 11.57% 14.60% 15.80%
Sharpe ratio 2.54 3.81 1.03 0.15 0.42
Best month +7.97% +8.31% +8.31% +13.10% +13.10%
Worst month -0.76% -0.76% -7.31% -11.19% -15.23%
Maximum loss -3.60% -3.60% -13.91% -25.18% -31.37%
Outperformance +8.34% - +6.65% +6.64% +3.78%
 
All quotes in EUR

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Jupiter Global Ecology Growth, C... paying dividend 22.2500 +14.25% +18.80%
Jupiter Global Ecology Growth, C... reinvestment 12.1500 +16.94% +22.73%
Jupiter Global Ecology Growth, C... reinvestment 112.2000 +15.59% -
Jupiter Global Ecology Growth, C... reinvestment 24.3600 +15.72% +19.35%
Jupiter Global Ecology Growth, C... reinvestment 17.1400 +15.19% +6.20%
Jupiter Global Ecology Growth, C... paying dividend 20.9900 +16.91% +23.08%
Jupiter Global Ecology Growth, C... paying dividend 19.8600 +15.71% +19.36%

Performance

YTD  
+10.28%
6 Months  
+20.00%
1 Year  
+15.72%
3 Years  
+19.35%
5 Years  
+64.82%
10 Years  
+113.31%
Since start  
+146.06%
Year
2023  
+12.30%
2022
  -18.45%
2021  
+27.01%
2020  
+13.64%
2019  
+32.72%
2018
  -15.73%
2017  
+9.29%
2016  
+3.72%
2015  
+7.94%