Jupiter M.World Equ.Fd.L EUR/ IE00BYR8H148 /
NAV03.05.2024 | Diff.+0,2136 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
23,6328EUR | +0,91% | thesaurierend | Aktien weltweit | Jupiter AM (EU) ▶ |
Monatliche Performance
Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2016 | - | - | - | - | - | - | - | - | - | 0,72 | 6,00 | 3,85 | - |
2017 | 0,99 | 4,77 | -0,01 | -0,20 | -1,13 | -1,41 | -0,46 | -0,79 | 3,31 | 4,71 | -0,80 | 0,24 | +9,33% |
2018 | 1,89 | -1,15 | -4,03 | 3,60 | 6,05 | -1,16 | 1,01 | 3,40 | 0,45 | -8,89 | -0,25 | -8,19 | -8,10% |
2019 | 8,70 | 4,69 | 0,78 | 2,84 | -5,35 | 2,69 | 2,91 | -2,67 | 2,95 | 0,38 | 4,07 | 0,13 | +23,66% |
2020 | 2,10 | -9,26 | -13,55 | 12,79 | 1,19 | 1,42 | -0,59 | 5,97 | -2,07 | -0,48 | 8,62 | 1,95 | +5,40% |
2021 | 3,19 | 1,62 | 7,46 | 2,66 | 0,16 | 3,01 | 1,59 | 3,00 | -2,48 | 2,90 | 2,39 | 3,17 | +32,39% |
2022 | -6,16 | -1,04 | 4,36 | -2,27 | -1,08 | -6,22 | 8,62 | -1,50 | -7,11 | 2,92 | 2,95 | -4,63 | -11,77% |
2023 | 4,80 | 1,82 | -2,03 | -0,52 | 2,81 | 3,12 | 2,86 | -0,30 | -1,49 | -4,29 | 7,32 | 5,06 | +20,20% |
2024 | 3,85 | 2,56 | 4,63 | -1,58 | -0,46 | - | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 9,78% | 9,19% | 10,23% | 13,55% | 16,55% |
Sharpe Ratio | 2,68 | 4,18 | 2,25 | 0,44 | 0,45 |
Bester Monat | +5,06% | +7,32% | +7,32% | +8,62% | +12,79% |
Schlechtester Monat | -1,58% | -1,58% | -4,29% | -7,11% | -13,55% |
Maximaler Verlust | -4,16% | -4,16% | -7,03% | -15,83% | -34,63% |
Outperformance | +5,54% | - | +8,35% | +10,17% | +32,28% |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Jupiter Merian World Equity Fund... | thesaurierend | 36,5320 | +22,29% | +14,85% | |
Jupiter Merian World Equity Fund... | thesaurierend | 34,5465 | +21,68% | +13,15% | |
Jupiter M.World Equ.Fd.C2 USD | thesaurierend | 18,8942 | +22,29% | +14,85% | |
Jupiter M.World Equ.Fd.S GBP | thesaurierend | 43,7367 | +23,62% | +32,75% | |
Jupiter M.World Equ.Fd.U1 GBP | thesaurierend | 29,2538 | +24,02% | +34,07% | |
Jupiter M.World Equ.Fd.I GBP | thesaurierend | 12,8258 | +24,09% | - | |
Jupiter M.World Equ.Fd.I EUR | thesaurierend | 26,3255 | +27,81% | +35,34% | |
Jupiter M.World Equ.Fd.I USD | thesaurierend | 29,9736 | +24,45% | +21,03% | |
Jupiter M.World Equ.Fd.L EUR | thesaurierend | 23,6328 | +26,86% | +32,34% | |
Jupiter M.World Equ.Fd.L EUR H | thesaurierend | 17,7621 | +20,94% | +10,19% | |
Jupiter Merian World Equity Fund... | thesaurierend | 2,7247 | +23,52% | +18,36% |
Performance
lfd. Jahr | +9,18% | ||
---|---|---|---|
6 Monate | +19,10% | ||
1 Jahr | +26,86% | ||
3 Jahre | +32,34% | ||
5 Jahre | +70,10% | ||
seit Beginn | +123,77% | ||
Jahr | |||
2023 | +20,20% | ||
2022 | -11,77% | ||
2021 | +32,39% | ||
2020 | +5,40% | ||
2019 | +23,66% | ||
2018 | -8,10% | ||
2017 | +9,33% |