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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 |
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