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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: | -3,67% | 2,09% | 17,57% | 27,05% | 27,41% | 3,48% | -7,34% | 5,48% | 407,20% / 8,16% |
| Volatilität: | 18,43% | 20,92% | 18,46% | 23,99% | 24,97% | 25,77% | 28,42% | 25,49% | 27,02% |
| Sharpe Ratio: | - | 0,08 | 0,90 | 1,04 | 1,01 | 0,19 | - | 2,49 | 10,92 |
| pos. Monate (%): | - | 33,33% | 66,67% | 54,55% | 50,00% | 38,89% | 38,33% | 50,83% | 52,59% |
| Max. Verlust: | -7,63% | -10,41% | -10,41% | -19,56% | -19,56% | -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 | 4,23% | -3,39% | 9,83% | -10,07% | -14,01% | 9,26% | 0,97% | -3,44% | 6,54% | 4,22% | -12,63% |
| Aug | 7,69% | -0,34% | -8,94% | 0,10% | -2,77% | 7,96% | 0,43% | -4,80% | 4,61% | 7,09% | -11,91% |
| Sep | 7,93% | 28,07% | -4,70% | -11,88% | -4,92% | -3,49% | 0,70% | -1,71% | 0,08% | 0,93% | 0,82% |
| Okt | -3,61% | -6,91% | -6,49% | -14,86% | 3,19% | 6,92% | 5,74% | -13,49% | 6,19% | -3,12% | 9,27% |
| Nov | -2,96% | -5,83% | 2,81% | 19,10% | -5,25% | 5,68% | -0,69% | 4,78% | 1,67% | -1,95% | -2,12% |
| Dez | -0,20% | 1,68% | -1,64% | 5,28% | -2,91% | 8,74% | 7,15% | -7,25% | 3,98% | -5,32% | -1,96% |
| Berechnungsbasis: 03.12.2025 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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