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JPMorgan Investment Funds - Japan Sustainable Equity Fund - A JPY ACC ISIN: LU0070214613 KAG: JPMorgan AM (EU)
  1M 3M 6M lfd. Jahr 1J 3J p.a. * 5J p.a. * 10J p.a. * seit Beginn / p.a. *
Performance: 2,84% 3,43% 3,75% 4,51% 6,85% 15,94% 13,44% 6,39% 100,28% / 2,22%
Volatilität: 13,00% 31,92% 25,65% 25,74% 26,57% 20,03% 19,46% 19,95% 21,08%
Sharpe Ratio: 0,21 0,09 0,10 0,12 0,14 2,64 4,60 3,88 3,77
pos. Monate (%): - 66,67% 50,00% 60,00% 50,00% 61,11% 58,33% 60,00% 54,43%
Max. Verlust: -2,77% -17,01% -17,31% -17,31% -21,12% -21,12% -22,74% -34,73% -64,30%
Beta: 1,18 1,08 1,10 1,10 1,04 1,04 1,06 1,04 -
  2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Jan 0,59% 7,05% 4,51% -9,49% -0,42% -2,05% 5,19% 1,28% 0,90% -8,23% 0,08%
Feb -3,76% 6,85% 0,08% -2,65% -0,92% -10,03% 1,95% -4,82% 0,28% -12,67% 6,65%
Mär -0,24% 2,33% 1,59% 3,35% 2,03% -7,80% -0,21% -0,58% -1,97% 4,69% 1,82%
Apr 0,89% -1,31% 2,49% -3,62% -2,91% 8,52% 0,59% 3,41% 0,93% 3,95% 4,37%
Mai 4,47% 1,56% 3,99% 1,97% 1,33% 9,26% -5,93% -2,16% 2,55% 2,96% 6,07%
Jun 2,17% 2,80% 4,46% -5,88% 1,59% -0,44% 2,26% -1,54% 1,18% -8,72% -3,07%
Jul -1,21% 0,36% 0,35% 7,64% -1,34% -2,96% -1,10% 0,85% 0,06% 4,50% 1,07%
Aug - 0,22% -1,99% -1,59% 5,99% 8,70% -3,36% -2,07% -1,14% 0,67% -8,88%
Sep - -2,19% -2,73% -4,87% 3,15% 1,16% 5,17% 5,65% 4,17% -1,35% -4,87%
Okt - 1,20% -2,25% 5,75% 2,08% -2,26% 3,74% -9,29% 6,04% 4,78% 8,23%
Nov - 2,70% 3,74% 1,34% -4,28% 16,33% 1,32% 1,65% 1,27% 6,39% 1,81%
Dez - 2,45% 0,28% -6,58% 1,53% 2,16% 1,53% -10,42% 1,77% 2,43% -3,36%
Berechnungsbasis: 09.07.2025
* annualisierte Berechnung bezieht sich ausschließlich auf Performance