NAV24.05.2024 Diff.+0.0602 Ertragstyp Ausrichtung Fondsgesellschaft
11.8139CHF +0.51% thesaurierend Alternative Investments weltweit Jupiter AM (EU) 
 

Monatliche Performance

  Jan Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2016 - - - - - - - - - 1.30 0.65 1.28 -
2017 1.38 -0.58 -0.29 -0.89 -0.75 1.18 2.10 2.23 0.72 2.35 -0.34 -1.71 +5.42%
2018 1.18 0.47 1.12 -1.17 0.36 -2.31 -1.08 -0.09 -0.29 -1.60 -2.90 2.11 -4.22%
2019 -2.06 -1.11 -0.36 -3.70 0.65 0.33 -2.04 -1.84 -1.20 -1.56 -0.67 -2.10 -14.67%
2020 0.82 -1.49 -2.54 -0.97 -1.55 1.18 0.64 -0.88 1.94 1.07 -2.96 1.33 -3.48%
2021 4.83 -0.41 5.15 2.01 2.65 -0.59 -1.24 -0.11 1.20 -1.00 1.03 3.16 +17.69%
2022 0.89 0.29 -0.16 0.54 1.92 -1.05 -0.59 0.89 3.13 0.32 1.19 0.42 +8.01%
2023 0.60 -0.39 0.41 0.10 0.39 1.54 -1.11 1.31 1.39 1.24 -0.20 0.21 +5.59%
2024 1.92 0.51 -0.22 1.01 -0.21 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 3.23% 3.42% 3.43% 4.17% 4.56%
Sharpe Ratio 1.27 0.81 1.09 0.64 0.02
Bester Monat +1.92% +1.92% +1.92% +3.16% +5.15%
Schlechtester Monat -0.22% -0.22% -1.11% -1.24% -2.96%
Maximaler Verlust -1.08% -1.08% -1.91% -3.18% -15.84%
Outperformance +10.92% - +9.75% +1.71% +6.03%
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Jupiter M.Gl.Equ.Absolute Re.Fd.... thesaurierend 11.5213 +8.52% +20.24%
Jupiter M.Gl.Equ.Absolute Re.Fd.... thesaurierend 14.0347 +10.50% +25.49%
Jupiter M.Gl.Equ.Absolute Re.Fd.... thesaurierend 14.0898 +9.54% +25.02%
Jupiter M.Gl.Equ.Absolute Re.Fd.... thesaurierend 2.0933 +11.77% +28.96%
Jupiter Merian Global Equity Abs... thesaurierend 1.9097 +10.37% +25.19%
Jupiter M.Gl.Equ.Absolute Re.Fd.... thesaurierend 11.8139 +7.55% +20.76%
Jupiter M.Gl.Equ.Absolute Re.Fd.... thesaurierend 2.2035 +12.09% +29.43%
Jupiter Merian Global Equity Abs... thesaurierend 1.5392 +10.16% +23.45%
Jupiter M.Gl.Equ.Absolute Re.Fd.... thesaurierend 1.8821 +11.10% +27.10%
Jupiter M.Gl.Equ.Absolute Re.Fd.... thesaurierend 1.5766 +11.36% +27.33%

Performance

lfd. Jahr  
+3.04%
6 Monate  
+3.22%
1 Jahr  
+7.55%
3 Jahre  
+20.76%
5 Jahre  
+21.22%
10 Jahre     -
seit Beginn  
+20.23%
Jahr
2023  
+5.59%
2022  
+8.01%
2021  
+17.69%
2020
  -3.48%
2019
  -14.67%
2018
  -4.22%
2017  
+5.42%