Jupiter Gold and Silver Fd.I EUR/ IE00BYVJRF70 /
| NAV31.05.2024 | Diff.+0.0953 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 18.4231EUR | +0.52% | thesaurierend | Aktien weltweit | Jupiter AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | -1.64 | - |
| 2017 | 7.86 | 2.64 | -1.97 | -3.72 | -0.03 | -3.47 | -0.74 | 0.23 | -3.82 | -1.28 | -3.97 | 7.18 | -1.97% |
| 2018 | -5.72 | -3.06 | -1.06 | 6.38 | 3.52 | -5.90 | -4.93 | -8.79 | -1.06 | 1.62 | -4.80 | 7.85 | -16.11% |
| 2019 | 6.92 | 3.37 | -0.41 | -6.98 | -3.49 | 13.92 | 13.37 | 8.85 | -5.15 | -2.62 | -0.71 | 14.38 | +45.71% |
| 2020 | -4.25 | -7.91 | -18.98 | 31.83 | 7.25 | 4.20 | 19.43 | 3.53 | -3.05 | -4.16 | -4.29 | 11.83 | +29.44% |
| 2021 | -4.20 | 3.36 | -9.32 | 9.16 | 10.85 | -12.37 | -0.98 | -6.23 | -10.11 | 14.77 | -1.00 | 0.76 | -9.03% |
| 2022 | -7.78 | 10.09 | 7.56 | -4.36 | -8.52 | -12.55 | 2.41 | -3.96 | -0.10 | 3.35 | 7.38 | 1.55 | -7.48% |
| 2023 | 3.93 | -10.60 | 12.32 | 0.48 | -6.21 | -4.33 | 2.42 | -1.34 | -8.91 | 2.20 | 9.02 | -1.42 | -4.88% |
| 2024 | -8.83 | -6.16 | 16.88 | 15.80 | 5.98 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 26.89% | 27.33% | 24.70% | 27.00% | 34.03% |
| Sharpe Ratio | 2.26 | 1.56 | 0.60 | -0.27 | 0.28 |
| Bester Monat | +16.88% | +16.88% | +16.88% | +16.88% | +31.83% |
| Schlechtester Monat | -8.83% | -8.83% | -8.91% | -12.55% | -18.98% |
| Maximaler Verlust | -14.34% | -18.15% | -20.74% | -38.01% | -41.40% |
| Outperformance | +7.82% | - | +20.18% | -0.28% | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Jupiter Gold and Silver Fd.L GBP | thesaurierend | 19.0716 | +16.36% | -13.27% | |
| Jupiter Gold and Silver Fd.C USD | thesaurierend | 11.3532 | +17.94% | -25.62% | |
| Jupiter Gold and Silver Fd.I GBP | thesaurierend | 20.3210 | +17.23% | -11.30% | |
| Jupiter Gold and Silver Fd.U1 GB... | thesaurierend | 20.4698 | +17.32% | -11.10% | |
| Jupiter Gold and Silver Fd.U2 GB... | thesaurierend | 20.6095 | +17.41% | -10.89% | |
| Jupiter Gold and Silver Fd.P2 GB... | thesaurierend | 18.7937 | +17.94% | -8.90% | |
| Jupiter Gold and Silver Fd.I EUR | thesaurierend | 18.4231 | +18.69% | -10.36% | |
| Jupiter Gold and Silver Fd.I USD | thesaurierend | 18.2211 | +20.63% | -20.42% | |
| Jupiter Gold and Silver Fd.L USD | thesaurierend | 17.1080 | +19.73% | -22.19% | |
| Jupiter Gold and Silver Fd.L EUR | thesaurierend | 11.1945 | +17.81% | -12.36% |
Performance
| lfd. Jahr | +22.73% | ||
|---|---|---|---|
| 6 Monate | +20.98% | ||
| 1 Jahr | +18.69% | ||
| 3 Jahre | -10.36% | ||
| 5 Jahre | +87.56% | ||
| 10 Jahre | - | ||
| seit Beginn | +46.67% | ||
| Jahr | |||
| 2023 | -4.88% | ||
| 2022 | -7.48% | ||
| 2021 | -9.03% | ||
| 2020 | +29.44% | ||
| 2019 | +45.71% | ||
| 2018 | -16.11% | ||
| 2017 | -1.97% | ||
