Jupiter Global Ecology Growth, Class D EUR A Inc Dist/ LU1074971612 /
| NAV20.09.2024 | Diff.+0.1500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 21.2700EUR | +0.71% | ausschüttend | Aktien weltweit | Jupiter AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | - | - | - | - | 7.94 | 4.81 | -3.47 | - |
| 2016 | -8.62 | 1.57 | 2.90 | 1.03 | 1.77 | -3.56 | 6.35 | 0.36 | -0.45 | -1.35 | 3.83 | 1.58 | +4.70% |
| 2017 | 0.61 | 3.52 | 0.58 | 2.81 | -0.80 | -0.97 | -0.33 | -1.89 | 4.96 | 2.96 | -2.18 | 0.95 | +10.42% |
| 2018 | -0.16 | -2.37 | -1.70 | 2.06 | 4.51 | -3.93 | 1.85 | 0.79 | -0.41 | -8.39 | 2.76 | -9.83 | -14.79% |
| 2019 | 9.51 | 4.51 | 1.30 | 6.59 | -6.18 | 3.46 | 1.24 | -1.30 | 4.28 | 1.81 | 4.51 | 0.85 | +34.11% |
| 2020 | 0.00 | -6.38 | -15.13 | 11.56 | 3.32 | 0.46 | 2.13 | 5.30 | -0.26 | 0.86 | 11.18 | 3.69 | +14.76% |
| 2021 | 2.64 | -0.96 | 6.34 | 0.85 | 0.56 | 2.69 | 3.05 | 5.03 | -3.07 | 4.90 | 1.54 | 1.96 | +28.28% |
| 2022 | -11.09 | -2.05 | 2.92 | -3.37 | -1.33 | -8.82 | 13.25 | 0.11 | -8.66 | 4.28 | 2.60 | -4.57 | -17.62% |
| 2023 | 4.37 | 3.68 | -1.15 | -2.54 | 3.29 | 2.74 | 0.91 | -4.39 | -2.16 | -7.22 | 8.40 | 8.03 | +13.46% |
| 2024 | -0.11 | 4.49 | 3.69 | -0.68 | 2.99 | -1.05 | 1.83 | 0.66 | -0.09 | - | - | - | - |
Einzelne Monate: Ausschüttungen nicht berücksichtigt
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 12.50% | 13.32% | 12.58% | 15.05% | 15.90% |
| Sharpe Ratio | 1.11 | 0.49 | 1.39 | 0.04 | 0.45 |
| Bester Monat | +8.03% | +3.69% | +8.40% | +13.25% | +13.25% |
| Schlechtester Monat | -1.05% | -1.05% | -7.22% | -11.09% | -15.13% |
| Maximaler Verlust | -6.82% | -6.82% | -8.36% | -24.74% | -31.27% |
| Outperformance | +2.14% | - | +9.67% | +16.70% | +18.72% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Jupiter Global Ecology Growth, C... | thesaurierend | 111.2900 | +17.56% | - | |
| Jupiter Global Ecology Growth, C... | ausschüttend | 21.9700 | +16.17% | +7.22% | |
| Jupiter Global Ecology Growth, C... | thesaurierend | 12.3100 | +20.92% | +12.32% | |
| Jupiter Global Ecology Growth, C... | thesaurierend | 24.6000 | +19.77% | +9.19% | |
| Jupiter Global Ecology Growth, C... | thesaurierend | 17.8400 | +24.84% | +4.02% | |
| Jupiter Global Ecology Growth, C... | ausschüttend | 21.2700 | +20.93% | +12.55% | |
| Jupiter Global Ecology Growth, C... | ausschüttend | 20.0500 | +19.71% | +9.19% |
Performance
| lfd. Jahr | +12.18% | ||
|---|---|---|---|
| 6 Monate | +4.93% | ||
| 1 Jahr | +20.93% | ||
| 3 Jahre | +12.55% | ||
| 5 Jahre | +65.04% | ||
| 10 Jahre | - | ||
| seit Beginn | +116.48% | ||
| Jahr | |||
| 2023 | +13.46% | ||
| 2022 | -17.62% | ||
| 2021 | +28.28% | ||
| 2020 | +14.76% | ||
| 2019 | +34.11% | ||
| 2018 | -14.79% | ||
| 2017 | +10.42% | ||
| 2016 | +4.70% | ||
Ausschüttungen
| 29.09.2023 | 0.22 EUR |
| 30.09.2022 | 0.24 EUR |
| 30.09.2021 | 0.06 EUR |
| 30.09.2020 | 0.06 EUR |
| 30.09.2019 | 0.12 EUR |
| 28.09.2018 | 0.10 EUR |
| 29.09.2017 | 0.08 EUR |
| 30.09.2016 | 0.09 EUR |
| 30.09.2015 | 0.03 EUR |
