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| JPMorgan Funds - China Fund - A USD ACC | ISIN: LU0210526637 | KAG: JPMorgan AM (EU) | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -2,37% | -3,07% | 7,51% | 2,25% | 20,74% | 0,53% | -11,96% | 8,34% | 418,20% / 8,19% |
| Volatilität: | 14,74% | 16,30% | 18,47% | 16,18% | 22,81% | 25,02% | 28,17% | 25,21% | 26,94% |
| Sharpe Ratio: | - | - | 0,35 | 0,12 | 0,81 | - | - | 4,78 | 11,31 |
| pos. Monate (%): | - | 33,33% | 66,67% | 0,00% | 66,67% | 38,89% | 36,67% | 53,33% | 52,76% |
| Max. Verlust: | -4,24% | -7,63% | -10,41% | -4,24% | -19,56% | -37,46% | -67,98% | -67,98% | -71,70% |
| Beta: |
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 3,87% | 0,50% | -12,88% | 9,49% | -6,88% | 8,38% | -3,08% | 11,08% | 10,77% | 5,80% | -13,84% |
| Feb | -1,56% | 9,92% | 8,13% | -11,37% | -5,27% | -5,76% | 2,77% | 7,10% | -4,03% | 3,67% | -1,73% |
| Mär | - | 0,93% | -0,93% | -2,04% | -10,81% | -10,08% | -6,17% | 1,58% | -3,85% | 3,27% | 9,60% |
| Apr | - | -5,76% | 6,86% | -7,51% | -4,56% | 1,38% | 11,37% | 0,66% | -1,19% | 2,94% | 1,42% |
| Mai | - | 2,09% | 0,32% | -10,07% | 1,89% | 2,13% | 1,85% | -11,90% | 3,85% | 4,38% | -1,10% |
| Jun | - | 3,59% | -3,17% | 3,26% | 7,52% | 0,36% | 8,90% | 8,78% | -4,76% | 2,69% | 0,26% |
| Jul | - | 4,23% | -3,39% | 9,83% | -10,07% | -14,01% | 9,26% | 0,97% | -3,44% | 6,54% | 4,22% |
| Aug | - | 7,69% | -0,34% | -8,94% | 0,10% | -2,77% | 7,96% | 0,43% | -4,80% | 4,61% | 7,09% |
| Sep | - | 7,93% | 28,07% | -4,70% | -11,88% | -4,92% | -3,49% | 0,70% | -1,71% | 0,08% | 0,93% |
| Okt | - | -3,61% | -6,91% | -6,49% | -14,86% | 3,19% | 6,92% | 5,74% | -13,49% | 6,19% | -3,12% |
| Nov | - | -2,96% | -5,83% | 2,81% | 19,10% | -5,25% | 5,68% | -0,69% | 4,78% | 1,67% | -1,95% |
| Dez | - | -0,84% | 1,68% | -1,64% | 5,28% | -2,91% | 8,74% | 7,15% | -7,25% | 3,98% | -5,32% |
| Berechnungsbasis: 13.02.2026 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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