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

Fonds
NAV8/16/2017 Chg.+1.5800 Type of yield Investment Focus Investment company
196.4800EUR +0.81% 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 1.93 1.96 -2.23 -0.23 0.22 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.06% 8.98% 10.38% 17.80% 15.70%
Sharpe ratio 1.30 1.07 1.40 0.43 0.65
Best month +6.11% +3.36% +6.11% +7.88% +7.88%
Worst month -2.23% -2.23% -2.23% -8.21% -8.21%
Maximum loss -5.24% -5.24% -6.30% -25.04% -25.04%
Outperformance -0.72% - +2.64% -2.43% -5.06%
 
All quotes in EUR

Performance

YTD  
+6.95%
6 Months  
+4.51%
1 Year  
+14.21%
3 Years  
+23.40%
5 Years  
+59.88%
Since start  
+96.48%
Year
2016  
+2.88%
2015  
+8.65%
2014  
+7.15%
2013  
+21.17%
2012  
+17.96%