JPM Eur.Res.Enh.Ind.Eq.I(Perf)(Acc)EUR/  LU0673244124  /

Fonds
NAV4/25/2017 Chg.+0.6600 Type of yield Investment Focus Investment company
197.1100EUR +0.34% reinvestment Equity Europe JPMorgan Asset Mgmt. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2011 - - - - - - - - - 9.82 -1.72 1.82 -
2012 4.49 4.95 -1.05 -1.14 -6.38 5.43 4.61 1.82 0.91 0.78 2.30 0.53 +17.96%
2013 3.78 0.01 2.62 1.22 2.69 -5.76 5.69 -0.91 3.93 4.04 1.81 0.73 +21.17%
2014 -2.97 5.93 -0.57 1.40 2.76 -0.12 -1.31 1.31 0.45 -1.57 3.27 -1.33 +7.15%
2015 7.88 6.14 1.67 -0.13 2.98 -5.08 2.95 -8.21 -4.06 7.84 3.07 -5.13 +8.65%
2016 -6.99 -2.89 2.73 2.12 2.81 -6.11 4.20 1.59 -1.31 -0.32 1.79 6.11 +2.88%
2017 -0.16 2.02 3.36 1.92 - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.00% 9.68% 14.60% 17.82% 16.10%
Sharpe ratio 2.87 3.15 1.04 0.46 0.73
Best month +6.11% +6.11% +6.11% +7.88% +7.88%
Worst month -0.16% -0.32% -6.11% -8.21% -8.21%
Maximum loss -2.07% -4.44% -11.03% -25.04% -25.04%
Outperformance +0.90% - +3.88% +1.70% -0.36%
 
All quotes in EUR

Performance

YTD  
+7.29%
6 Months  
+14.06%
1 Year  
+14.81%
3 Years  
+25.60%
5 Years  
+71.43%
Since start  
+97.11%
Year
2016  
+2.88%
2015  
+8.65%
2014  
+7.15%
2013  
+21.17%
2012  
+17.96%