Jupiter M.World Equ.Fd.I EUR/ IE00BYR8H700 /
| NAV17.05.2024 | Diff.-0.0794 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 26.9674EUR | -0.29% | thesaurierend | Aktien weltweit | Jupiter AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | 0.78 | 6.07 | 3.93 | - |
| 2017 | 1.05 | 4.83 | 0.07 | -0.14 | -1.04 | -1.30 | -0.40 | -0.72 | 3.37 | 4.78 | -0.74 | 0.30 | +10.24% |
| 2018 | 1.96 | -1.09 | -3.97 | 3.67 | 6.12 | -1.10 | 1.08 | 3.46 | 0.51 | -8.83 | -0.19 | -8.13 | -7.40% |
| 2019 | 8.77 | 4.75 | 0.85 | 2.90 | -5.29 | 2.75 | 2.98 | -2.60 | 3.01 | 0.44 | 4.14 | 0.19 | +24.60% |
| 2020 | 2.17 | -9.21 | -13.49 | 12.86 | 1.25 | 1.48 | -0.53 | 6.03 | -2.01 | -0.42 | 8.69 | 2.01 | +6.19% |
| 2021 | 3.25 | 1.68 | 7.53 | 2.73 | 0.22 | 3.08 | 1.65 | 3.06 | -2.42 | 2.96 | 2.46 | 3.24 | +33.38% |
| 2022 | -6.10 | -0.98 | 4.43 | -2.22 | -1.02 | -6.16 | 8.68 | -1.43 | -7.06 | 2.98 | 3.02 | -4.58 | -11.10% |
| 2023 | 4.87 | 1.88 | -1.96 | -0.47 | 2.88 | 3.19 | 2.93 | -0.24 | -1.43 | -4.22 | 7.38 | 5.12 | +21.10% |
| 2024 | 3.92 | 2.62 | 4.69 | -1.51 | 1.97 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9.69% | 9.05% | 10.05% | 13.51% | 16.53% |
| Sharpe Ratio | 3.32 | 4.18 | 2.50 | 0.61 | 0.56 |
| Bester Monat | +5.12% | +7.38% | +7.38% | +8.68% | +12.86% |
| Schlechtester Monat | -1.51% | -1.51% | -4.22% | -7.06% | -13.49% |
| Maximaler Verlust | -4.12% | -4.12% | -6.92% | -15.54% | -34.59% |
| Outperformance | +6.22% | - | +9.40% | +13.27% | +39.31% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Jupiter Merian World Equity Fund... | thesaurierend | 37.7269 | +26.83% | +19.02% | |
| Jupiter Merian World Equity Fund... | thesaurierend | 35.6696 | +26.19% | +17.25% | |
| Jupiter M.World Equ.Fd.C2 USD | thesaurierend | 19.5122 | +26.83% | +19.02% | |
| Jupiter M.World Equ.Fd.S GBP | thesaurierend | 44.8679 | +26.69% | +38.73% | |
| Jupiter M.World Equ.Fd.U1 GBP | thesaurierend | 30.0141 | +27.10% | +40.10% | |
| Jupiter M.World Equ.Fd.I GBP | thesaurierend | 13.1587 | +27.16% | - | |
| Jupiter M.World Equ.Fd.I EUR | thesaurierend | 26.9674 | +28.99% | +40.83% | |
| Jupiter M.World Equ.Fd.I USD | thesaurierend | 30.9746 | +29.06% | +25.43% | |
| Jupiter M.World Equ.Fd.L EUR | thesaurierend | 24.2022 | +28.03% | +37.70% | |
| Jupiter M.World Equ.Fd.L EUR H | thesaurierend | 18.3375 | +25.44% | +14.19% | |
| Jupiter Merian World Equity Fund... | thesaurierend | 2.8149 | +28.10% | +22.66% |
Performance
| lfd. Jahr | +12.13% | ||
|---|---|---|---|
| 6 Monate | +18.86% | ||
| 1 Jahr | +28.99% | ||
| 3 Jahre | +40.83% | ||
| 5 Jahre | +84.21% | ||
| 10 Jahre | - | ||
| seit Beginn | +142.91% | ||
| Jahr | |||
| 2023 | +21.10% | ||
| 2022 | -11.10% | ||
| 2021 | +33.38% | ||
| 2020 | +6.19% | ||
| 2019 | +24.60% | ||
| 2018 | -7.40% | ||
| 2017 | +10.24% | ||
