Jupiter Global Ecology Growth, Class L GBP A Inc/ LU0279091325 /
| NAV16.05.2024 | Diff.+0,1300 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 22,3800GBP | +0,58% | ausschüttend | Aktien weltweit | Jupiter AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | - | - | - | - | - | - | - | - | 4,04 | -4,81 | 3,72 | - |
| 2008 | -8,59 | 1,53 | -5,67 | 4,29 | 2,75 | -6,00 | 0,14 | 2,56 | -16,18 | -23,71 | -2,26 | 10,72 | -37,33% |
| 2009 | -6,32 | -7,56 | 0,44 | 11,62 | 1,43 | -1,56 | 5,17 | 6,14 | 5,56 | -4,29 | 1,45 | 4,82 | +16,25% |
| 2010 | -3,45 | 3,48 | 5,08 | 1,05 | -5,79 | -4,71 | 4,12 | -4,35 | 5,23 | 3,81 | -1,64 | 9,51 | +11,60% |
| 2011 | -1,64 | 0,48 | 3,09 | 0,00 | -1,84 | 0,82 | -4,07 | -8,13 | -6,21 | 7,32 | -5,51 | 2,78 | -13,15% |
| 2012 | 5,00 | 4,89 | -1,23 | -3,35 | -3,86 | -1,07 | 2,03 | 2,65 | 0,77 | -1,54 | 1,04 | 2,19 | +7,30% |
| 2013 | 7,93 | 5,25 | 1,66 | -0,76 | 2,75 | -2,46 | 6,58 | -1,03 | 1,87 | 3,57 | 0,30 | 1,18 | +29,72% |
| 2014 | -2,14 | 3,08 | -1,16 | -1,46 | 2,27 | -0,48 | -2,23 | 2,28 | -2,72 | 0,40 | 4,37 | -1,05 | +0,87% |
| 2015 | 0,67 | 3,63 | 3,14 | -2,42 | 4,22 | -5,98 | -1,68 | -3,33 | -3,94 | 4,82 | 2,83 | 0,57 | +1,83% |
| 2016 | -5,20 | 4,49 | 3,34 | -0,28 | -0,56 | 4,38 | 8,47 | 0,82 | 0,98 | 2,99 | -1,49 | 1,99 | +21,08% |
| 2017 | 0,94 | 2,24 | 1,13 | 1,20 | 2,51 | -0,58 | 1,38 | 1,00 | 0,50 | 2,68 | -2,26 | 1,62 | +12,96% |
| 2018 | -1,17 | -2,03 | -2,50 | 2,49 | 3,86 | -2,96 | 2,34 | 1,45 | -1,57 | -8,39 | 3,03 | -9,40 | -14,79% |
| 2019 | 6,73 | 2,43 | 1,11 | 7,12 | -3,63 | 4,62 | 3,33 | -2,43 | 2,02 | -1,45 | 3,49 | 0,45 | +25,79% |
| 2020 | -1,16 | -5,02 | -11,95 | 9,28 | 7,28 | 1,53 | 0,79 | 4,42 | 1,56 | -0,74 | 10,99 | 3,78 | +20,25% |
| 2021 | 0,91 | -2,76 | 4,15 | 2,68 | -0,46 | 2,31 | 2,21 | 5,89 | -2,92 | 2,87 | 2,09 | 0,59 | +18,61% |
| 2022 | -11,93 | -1,69 | 3,97 | -4,02 | -0,37 | -7,88 | 10,72 | 2,21 | -6,26 | 1,69 | 2,68 | -1,93 | -13,87% |
| 2023 | 3,41 | 3,35 | -1,15 | -2,22 | 1,03 | 2,04 | 0,75 | -4,47 | -1,42 | -6,19 | 6,88 | 8,62 | +10,05% |
| 2024 | -1,86 | 4,64 | 3,44 | -0,74 | 4,00 | - | - | - | - | - | - | - | - |
Einzelne Monate: Ausschüttungen nicht berücksichtigt
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11,10% | 10,57% | 11,68% | 14,61% | 15,37% |
| Sharpe Ratio | 2,20 | 3,58 | 0,95 | 0,16 | 0,41 |
| Bester Monat | +8,62% | +8,62% | +8,62% | +10,72% | +10,99% |
| Schlechtester Monat | -1,86% | -1,86% | -6,19% | -11,93% | -11,95% |
| Maximaler Verlust | -4,08% | -4,31% | -12,56% | -24,20% | -24,20% |
| Outperformance | +3,24% | - | +10,71% | +14,47% | +11,54% |
Alle Kurse in GBP
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Jupiter Global Ecology Growth, C... | ausschüttend | 22,3800 | +14,92% | +19,50% | |
| Jupiter Global Ecology Growth, C... | thesaurierend | 12,2300 | +17,60% | +23,54% | |
| Jupiter Global Ecology Growth, C... | thesaurierend | 112,9100 | +16,29% | - | |
| Jupiter Global Ecology Growth, C... | thesaurierend | 24,5300 | +16,42% | +20,19% | |
| Jupiter Global Ecology Growth, C... | thesaurierend | 17,3300 | +16,15% | +7,37% | |
| Jupiter Global Ecology Growth, C... | ausschüttend | 21,1400 | +17,61% | +23,96% | |
| Jupiter Global Ecology Growth, C... | ausschüttend | 20,0000 | +16,46% | +20,20% |
Performance
| lfd. Jahr | +9,65% | ||
|---|---|---|---|
| 6 Monate | +18,85% | ||
| 1 Jahr | +14,92% | ||
| 3 Jahre | +19,50% | ||
| 5 Jahre | +61,68% | ||
| 10 Jahre | +129,46% | ||
| seit Beginn | +127,31% | ||
| Jahr | |||
| 2023 | +10,05% | ||
| 2022 | -13,87% | ||
| 2021 | +18,61% | ||
| 2020 | +20,25% | ||
| 2019 | +25,79% | ||
| 2018 | -14,79% | ||
| 2017 | +12,96% | ||
| 2016 | +21,08% | ||
| 2015 | +1,83% | ||
Ausschüttungen
| 29.09.2023 | 0,24 GBP |
| 30.09.2022 | 0,27 GBP |
| 30.09.2010 | 0,02 GBP |
| 30.09.2008 | 0,06 GBP |
