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

Fonds
NAV12/2/2016 Chg.-0.5900 Type of yield Investment Focus Investment company
171.6700EUR -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 -0.84 -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 19.81% 18.08% 19.94% 18.17% 16.41%
Sharpe ratio -0.20 0.03 -0.44 0.25 0.64
Best month +4.20% +4.20% +4.20% +7.88% +7.88%
Worst month -6.99% -6.11% -6.99% -8.21% -8.21%
Maximum loss -16.14% -9.93% -20.66% -25.04% -25.04%
Outperformance +0.98% - -0.91% -2.79% -4.79%
 
All quotes in EUR

Performance

YTD
  -3.86%
6 Months  
+0.08%
1 Year
  -9.04%
3 Years  
+13.41%
5 Years  
+62.32%
Since start  
+71.67%
Year
2015  
+8.65%
2014  
+7.15%
2013  
+21.17%
2012  
+17.96%