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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: | 3,21% | -2,25% | 11,09% | 11,87% | 22,06% | -6,47% | -4,40% | 2,11% | 346,60% / 7,67% |
| Volatilität: | 16,63% | 29,12% | 27,74% | 27,96% | 30,92% | 27,89% | 28,89% | 26,18% | 27,18% |
| Sharpe Ratio: | 0,18 | - | 0,35 | 0,38 | 0,61 | - | - | 0,56 | 8,75 |
| pos. Monate (%): | - | 66,67% | 66,67% | 80,00% | 58,33% | 44,44% | 48,33% | 55,83% | 58,13% |
| Max. Verlust: | -3,50% | -15,04% | -19,56% | -19,56% | -24,99% | -42,28% | -67,98% | -67,98% | -71,70% |
| Beta: |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 0,50% | -12,88% | 9,49% | -6,88% | 8,38% | -3,08% | 11,08% | 10,77% | 5,80% | -13,84% | 0,22% |
| Feb | 9,92% | 8,13% | -11,37% | -5,27% | -5,76% | 2,77% | 7,10% | -4,03% | 3,67% | -1,73% | 2,51% |
| Mär | 0,93% | -0,93% | -2,04% | -10,81% | -10,08% | -6,17% | 1,58% | -3,85% | 3,27% | 9,60% | 2,57% |
| Apr | -5,76% | 6,86% | -7,51% | -4,56% | 1,38% | 11,37% | 0,66% | -1,19% | 2,94% | 1,42% | 16,04% |
| Mai | 2,09% | 0,32% | -10,07% | 1,89% | 2,13% | 1,85% | -11,90% | 3,85% | 4,38% | -1,10% | -1,47% |
| Jun | 3,59% | -3,17% | 3,26% | 7,52% | 0,36% | 8,90% | 8,78% | -4,76% | 2,69% | 0,26% | -7,47% |
| Jul | 0,56% | -3,39% | 9,83% | -10,07% | -14,01% | 9,26% | 0,97% | -3,44% | 6,54% | 4,22% | -12,63% |
| Aug | - | -0,34% | -8,94% | 0,10% | -2,77% | 7,96% | 0,43% | -4,80% | 4,61% | 7,09% | -11,91% |
| Sep | - | 28,07% | -4,70% | -11,88% | -4,92% | -3,49% | 0,70% | -1,71% | 0,08% | 0,93% | 0,82% |
| Okt | - | -6,91% | -6,49% | -14,86% | 3,19% | 6,92% | 5,74% | -13,49% | 6,19% | -3,12% | 9,27% |
| Nov | - | -5,83% | 2,81% | 19,10% | -5,25% | 5,68% | -0,69% | 4,78% | 1,67% | -1,95% | -2,12% |
| Dez | - | 1,68% | -1,64% | 5,28% | -2,91% | 8,74% | 7,15% | -7,25% | 3,98% | -5,32% | -1,96% |
| Berechnungsbasis: 09.07.2025 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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