Jupiter M.World Equ.Fd.U1 GBP/ IE00BFWH3R19 /
| NAV20.06.2024 | Diff.+0.1840 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 30.5412GBP | +0.61% | thesaurierend | Aktien weltweit | Jupiter AM (EU) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | - | - | - | 5.21 | -0.05 | -1.88 | 8.50 | 2.22 | - |
| 2021 | 1.52 | -0.03 | 5.47 | 4.64 | -0.87 | 2.91 | 1.03 | 3.96 | -2.22 | 1.07 | 3.09 | 1.95 | +24.66% |
| 2022 | -6.91 | -0.55 | 5.58 | -2.76 | 0.04 | -5.10 | 6.38 | 0.73 | -4.55 | 0.65 | 3.05 | -1.87 | -6.07% |
| 2023 | 3.97 | 1.63 | -1.81 | -0.13 | 0.80 | 2.56 | 2.89 | -0.27 | -0.56 | -3.09 | 5.98 | 5.79 | +18.77% |
| 2024 | 2.18 | 2.86 | 4.53 | -1.46 | 0.87 | 2.40 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9.41% | 9.38% | 9.87% | 13.39% | -% |
| Sharpe Ratio | 2.51 | 2.66 | 2.16 | 0.61 | - |
| Bester Monat | +5.79% | +5.79% | +5.98% | +6.38% | - |
| Schlechtester Monat | -1.46% | -1.46% | -3.09% | -6.91% | - |
| Maximaler Verlust | -3.69% | -3.69% | -5.23% | -13.90% | - |
| Outperformance | +4.29% | - | +5.77% | - | - |
Alle Kurse in GBP
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Jupiter Merian World Equity Fund... | thesaurierend | 38.4594 | +22.14% | +21.55% | |
| Jupiter Merian World Equity Fund... | thesaurierend | 36.3453 | +21.53% | +19.75% | |
| Jupiter M.World Equ.Fd.C2 USD | thesaurierend | 19.8910 | +22.14% | +21.55% | |
| Jupiter M.World Equ.Fd.S GBP | thesaurierend | 45.6421 | +24.67% | +38.55% | |
| Jupiter M.World Equ.Fd.U1 GBP | thesaurierend | 30.5412 | +25.08% | +39.92% | |
| Jupiter M.World Equ.Fd.I GBP | thesaurierend | 13.3889 | +25.11% | - | |
| Jupiter M.World Equ.Fd.I EUR | thesaurierend | 27.8153 | +26.24% | +41.74% | |
| Jupiter M.World Equ.Fd.I USD | thesaurierend | 31.6273 | +24.30% | +28.09% | |
| Jupiter M.World Equ.Fd.L EUR | thesaurierend | 24.9458 | +25.30% | +38.60% | |
| Jupiter M.World Equ.Fd.L EUR H | thesaurierend | 18.6818 | +20.91% | +16.56% | |
| Jupiter Merian World Equity Fund... | thesaurierend | 2.8722 | +23.37% | +25.26% |
Performance
| lfd. Jahr | +11.83% | ||
|---|---|---|---|
| 6 Monate | +13.40% | ||
| 1 Jahr | +25.08% | ||
| 3 Jahre | +39.92% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +72.48% | ||
| Jahr | |||
| 2023 | +18.77% | ||
| 2022 | -6.07% | ||
| 2021 | +24.66% | ||
