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JPM Europe Select Equity D (acc) - USD/  LU0337332836  /

Fonds
NAV28.05.2024 Diff.-0,8400 Ertragstyp Ausrichtung Fondsgesellschaft
212,9500USD -0,39% thesaurierend Aktien Europa JPMorgan AM (EU) ▶
 

Monatliche Performance

  Jan Feb Mrz Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2008 -12,72 2,93 0,01 3,90 1,87 -9,10 -1,96 -5,64 -17,26 -24,10 -5,89 7,93 -48,99%
2009 -9,98 -12,10 6,98 17,61 12,49 -0,66 8,92 6,64 5,29 1,47 1,29 1,01 +41,27%
2010 -5,43 -3,77 7,23 -1,87 -12,18 -1,08 11,05 -4,01 12,26 3,13 -7,75 8,19 +2,46%
2011 4,28 3,08 -1,30 7,46 -2,60 -3,36 -3,68 -10,49 -12,81 13,73 -6,59 -2,66 -16,58%
2012 7,65 8,56 -1,70 -1,94 -12,94 7,58 1,67 4,81 2,94 0,51 3,19 2,71 +23,30%
2013 6,44 -2,74 -0,04 3,91 1,75 -4,29 7,73 -1,41 6,02 5,50 1,67 1,61 +28,50%
2014 -4,36 8,62 -0,84 1,54 0,76 -0,39 -3,48 -0,63 -4,00 -1,98 3,26 -4,20 -6,26%
2015 0,02 5,46 -2,52 3,62 1,74 -3,07 1,66 -7,36 -4,83 7,04 -1,47 -2,56 -3,21%
2016 -8,23 -2,31 7,46 2,76 0,09 -7,62 4,93 1,13 -0,62 -2,56 -1,16 5,60 -1,83%
2017 2,55 0,15 3,93 4,23 4,45 -0,75 2,25 -0,43 2,19 1,08 1,53 0,87 +24,23%
2018 5,65 -5,61 -1,79 1,84 -2,65 -1,81 2,43 -2,54 -0,73 -8,21 -0,50 -4,42 -17,52%
2019 6,15 4,17 -0,03 3,48 -5,65 6,72 -1,76 -2,62 1,73 4,10 1,70 3,91 +23,29%
2020 -2,22 -10,42 -14,30 7,20 6,59 3,58 6,02 2,91 -2,53 -6,55 17,49 4,38 +8,29%
2021 -3,29 1,70 2,89 4,78 4,38 -0,96 2,15 1,90 -5,77 4,51 -3,26 5,22 +14,40%
2022 -6,30 -5,14 0,63 -5,82 -1,07 -11,48 6,57 -5,35 -8,57 7,06 12,10 -0,61 -18,86%
2023 8,97 0,41 2,41 3,06 -3,98 4,16 2,46 -3,55 -4,28 -3,26 9,10 5,09 +21,18%
2024 -0,20 2,14 2,62 -1,71 4,13 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 12,41% 11,88% 13,42% 18,41% 19,87%
Sharpe Ratio 1,18 2,10 0,87 -0,05 0,20
Bester Monat +5,09% +9,10% +9,10% +12,10% +17,49%
Schlechtester Monat -1,71% -1,71% -4,28% -11,48% -14,30%
Maximaler Verlust -4,36% -5,50% -11,58% -34,20% -36,05%
Outperformance +6,48% - +7,22% +6,68% +3,35%
 
Alle Kurse in USD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
JPM Europe Select Equity D (acc)... thesaurierend 178,9300 +14,04% +21,73%
JPM Europe Select Equity D (acc)... thesaurierend 212,9500 +15,46% +8,70%
JPM Europe Select Equity I (dist... ausschüttend 189,8800 +16,21% +28,74%
JPM Europe Select Equity X (acc)... thesaurierend 360,2600 +16,80% +30,82%
JPM Europe Select Equity A (dist... ausschüttend 142,6500 +13,15% +23,11%
JPM Europe Select Equity I2 (acc... thesaurierend 151,8900 +17,77% +15,39%
JPM Europe Select Equity A (acc)... thesaurierend 1.527,5100 +19,42% +20,65%
JPM Europe Select Equity X (acc)... thesaurierend 252,9400 +18,36% +37,09%
JPM Europe Select Equity I (acc)... thesaurierend 264,7800 +17,76% +35,03%
JPM Europe Select Equity I2 (acc... thesaurierend 165,0800 +16,33% +29,22%
JPM Europe Select Equity I (acc)... thesaurierend 319,1400 +16,21% +28,85%
JPM Europe Select Equity C (acc)... thesaurierend 242,0500 +16,16% +28,68%
JPM Europe Select Equity C (acc)... thesaurierend 207,0300 +17,60% +14,91%
JPM Europe Select Equity C (dist... ausschüttend 175,0900 +16,17% +28,68%
JPM Europe Select Equity A (dist... ausschüttend 124,8500 +14,90% +24,50%
JPM Europe Select Equity A (acc)... thesaurierend 2.157,4800 +15,02% +24,89%
JPM Europe Select Equity A (acc)... thesaurierend 241,0400 +16,32% +11,30%

Performance

lfd. Jahr  
+7,06%
6 Monate  
+13,35%
1 Jahr  
+15,46%
3 Jahre  
+8,70%
5 Jahre  
+44,80%
10 Jahre  
+39,42%
seit Beginn  
+48,47%
Jahr
2023  
+21,18%
2022
  -18,86%
2021  
+14,40%
2020  
+8,29%
2019  
+23,29%
2018
  -17,52%
2017  
+24,23%
2016
  -1,83%
2015
  -3,21%