JPM Europe Equity Plus D (perf) (acc) - EUR/ LU0289214628 /
NAV16.05.2024 | Diff.-0,0200 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
23,0300EUR | -0,09% | thesaurierend | Alternative Investments Europa | JPMorgan AM (EU) ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2007 | - | - | - | - | - | - | -3,67 | -0,62 | -1,55 | 4,00 | -5,26 | -1,39 | - |
2008 | -14,29 | 2,53 | -1,97 | 3,64 | 1,82 | -8,93 | -2,48 | -1,88 | -15,44 | -17,29 | -6,84 | -3,98 | -50,43% |
2009 | 1,31 | -6,68 | -1,85 | 14,35 | 4,94 | 0,59 | 7,99 | 5,60 | 2,56 | 0,83 | -0,50 | 4,49 | +37,34% |
2010 | -1,11 | -0,48 | 8,72 | 0,15 | -4,30 | -0,62 | 4,37 | -1,20 | 5,30 | 2,01 | 0,99 | 7,39 | +22,42% |
2011 | 3,12 | 3,27 | -1,46 | 2,23 | -0,61 | -3,29 | -2,02 | -11,95 | -5,55 | 10,82 | -1,39 | 3,25 | -5,19% |
2012 | 3,70 | 4,49 | -0,89 | -0,26 | -5,88 | 5,16 | 4,65 | 3,09 | 1,32 | 2,13 | 2,31 | 2,15 | +23,70% |
2013 | 4,65 | 1,48 | 2,50 | 3,26 | 1,48 | -4,66 | 5,91 | -1,35 | 3,51 | 6,31 | 1,42 | 1,05 | +28,13% |
2014 | -0,61 | 5,30 | 0,08 | -0,41 | 2,40 | 0,00 | -1,29 | 1,31 | 1,46 | -0,80 | 2,81 | -1,02 | +9,42% |
2015 | 8,06 | 5,77 | 2,83 | -0,81 | 2,85 | -4,35 | 3,44 | -7,26 | -3,09 | 7,04 | 3,39 | -3,21 | +14,22% |
2016 | -7,81 | -3,00 | 1,16 | 1,22 | 3,78 | -8,81 | 4,55 | 1,22 | 0,23 | 0,38 | 1,57 | 4,43 | -2,14% |
2017 | 0,57 | 1,62 | 3,11 | 2,62 | 0,59 | -1,95 | 0,07 | -0,66 | 2,67 | 3,25 | -2,64 | 0,45 | +9,89% |
2018 | 1,67 | -3,16 | -2,61 | 3,69 | 0,71 | -2,18 | 2,36 | -2,50 | 1,05 | -6,12 | -3,88 | -4,47 | -14,86% |
2019 | 7,70 | 3,86 | 2,16 | 1,32 | -4,04 | 3,87 | -0,07 | -1,64 | 3,53 | 0,96 | 2,61 | 1,12 | +23,04% |
2020 | -0,80 | -10,71 | -17,60 | 10,51 | 2,13 | 2,68 | -0,36 | 1,09 | -0,43 | -7,09 | 12,85 | 2,21 | -9,09% |
2021 | -0,54 | 3,33 | 8,74 | 1,93 | 3,32 | 0,69 | 1,82 | 1,01 | -2,66 | 5,52 | -1,56 | 7,07 | +31,94% |
2022 | -2,10 | -5,28 | 2,65 | -0,05 | -2,15 | -8,19 | 7,66 | -3,62 | -5,60 | 6,30 | 5,35 | -2,89 | -8,96% |
2023 | 4,61 | 2,79 | -1,83 | 0,75 | -2,22 | 3,95 | -0,10 | -1,09 | 0,68 | -2,82 | 5,76 | 1,78 | +12,48% |
2024 | 3,75 | 3,13 | 5,37 | -0,31 | 2,40 | - | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 9,55% | 8,84% | 10,06% | 14,16% | 17,39% |
Sharpe Ratio | 4,44 | 4,63 | 1,77 | 0,45 | 0,29 |
Bester Monat | +5,37% | +5,76% | +5,76% | +7,66% | +12,85% |
Schlechtester Monat | -0,31% | -0,31% | -2,82% | -8,19% | -17,60% |
Maximaler Verlust | -2,52% | -2,52% | -4,51% | -18,20% | -40,13% |
Outperformance | -3,81% | - | -4,65% | -4,85% | -7,54% |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
JPM Europe Equity Plus D (perf) ... | thesaurierend | 27,2200 | +21,30% | +19,44% | |
JPM Europe Equity Plus D (perf) ... | thesaurierend | 290,1600 | +23,68% | +40,36% | |
JPM Europe Equity Plus X (perf) ... | thesaurierend | 37,3300 | +24,02% | +43,74% | |
JPM Europe Equity Plus C (perf) ... | ausschüttend | 140,6900 | +21,64% | +39,95% | |
JPM Europe Equity Plus I2 (perf)... | thesaurierend | 169,2100 | +23,23% | +40,65% | |
JPM Europe Equity Plus I (perf) ... | thesaurierend | 179,2200 | +23,15% | +40,61% | |
JPM Europe Equity Plus C (perf) ... | thesaurierend | 359,8000 | +23,13% | +40,49% | |
JPM Europe Equity Plus C (perf) ... | thesaurierend | 358,0400 | +25,66% | +47,83% | |
JPM Europe Equity Plus C (perf) ... | ausschüttend | 171,5300 | +23,02% | +40,29% | |
JPM Europe Equity Plus C (acc) -... | thesaurierend | 188,8000 | +23,33% | +39,76% | |
JPM Europe Equity Plus C (perf) ... | thesaurierend | 260,0900 | +22,96% | +25,56% | |
JPM Europe Equity Plus A (perf) ... | ausschüttend | 18,4100 | +21,21% | +37,18% | |
JPM Europe Equity Plus A (perf) ... | thesaurierend | 27,0800 | +22,81% | +38,09% | |
JPM Europe Equity Plus A (perf) ... | ausschüttend | 21,5400 | +22,79% | +37,98% | |
JPM Europe Equity Plus D (perf) ... | thesaurierend | 23,0300 | +21,59% | +33,97% | |
JPM Europe Equity Plus A (perf) ... | thesaurierend | 31,9100 | +22,54% | +23,16% | |
JPM Europe Equity Plus A (perf) ... | thesaurierend | 334,4700 | +25,01% | +44,97% |
Performance
lfd. Jahr | +15,09% | ||
---|---|---|---|
6 Monate | +20,14% | ||
1 Jahr | +21,59% | ||
3 Jahre | +33,97% | ||
5 Jahre | +52,62% | ||
10 Jahre | +90,02% | ||
seit Beginn | +130,30% | ||
Jahr | |||
2023 | +12,48% | ||
2022 | -8,96% | ||
2021 | +31,94% | ||
2020 | -9,09% | ||
2019 | +23,04% | ||
2018 | -14,86% | ||
2017 | +9,89% | ||
2016 | -2,14% | ||
2015 | +14,22% |