Jupiter Global Ecology Growth, Class L GBP A Inc/ LU0279091325 /
| NAV05.06.2024 | Diff.-0.2700 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 21.9100GBP | -1.22% | ausschüttend | Aktien weltweit | Jupiter AM Int. ▶ |
Monatliche Performance
| Jan | Feb | Mär | 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 | 2.60 | -0.77 | - | - | - | - | - | - | - |
Einzelne Monate: Ausschüttungen nicht berücksichtigt
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11.17% | 11.07% | 11.59% | 14.64% | 15.37% |
| Sharpe Ratio | 1.29 | 2.70 | 0.64 | 0.08 | 0.38 |
| 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 | 21.9100 | +11.15% | +15.61% | |
| Jupiter Global Ecology Growth, C... | thesaurierend | 12.0800 | +13.85% | +19.96% | |
| Jupiter Global Ecology Growth, C... | thesaurierend | 110.6000 | +12.46% | - | |
| Jupiter Global Ecology Growth, C... | thesaurierend | 24.2200 | +12.76% | +16.67% | |
| Jupiter Global Ecology Growth, C... | thesaurierend | 17.1000 | +14.53% | +4.27% | |
| Jupiter Global Ecology Growth, C... | ausschüttend | 20.8800 | +13.85% | +20.31% | |
| Jupiter Global Ecology Growth, C... | ausschüttend | 19.7400 | +12.74% | +16.66% |
Performance
| lfd. Jahr | +7.35% | ||
|---|---|---|---|
| 6 Monate | +15.56% | ||
| 1 Jahr | +11.15% | ||
| 3 Jahre | +15.61% | ||
| 5 Jahre | +58.18% | ||
| 10 Jahre | +117.69% | ||
| seit Beginn | +122.53% | ||
| 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 |
