| zurück zur Übersicht |
|
||
|---|---|---|---|
| JPMorgan Funds - Emerging Markets Equity Fund - A USD ACC | ISIN: LU0210529656 | KAG: JPMorgan AM (EU) | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | 4,37% | 8,32% | 12,43% | 13,42% | 10,10% | 5,12% | 2,24% | 4,67% | 234,70% / 6,14% |
| Volatilität: | 15,46% | 23,22% | 20,32% | 20,45% | 18,23% | 16,39% | 18,61% | 18,93% | 21,35% |
| Sharpe Ratio: | 0,27 | 0,33 | 0,55 | 0,59 | 0,38 | 0,80 | 0,71 | 2,61 | 5,90 |
| pos. Monate (%): | - | 66,67% | 83,33% | 80,00% | 58,33% | 55,56% | 51,67% | 54,17% | 57,72% |
| Max. Verlust: | -2,82% | -13,82% | -15,49% | -15,49% | -17,71% | -18,61% | -49,96% | -49,96% | -63,33% |
| Beta: | 1,21 | 1,01 | 1,07 | 1,07 | 1,10 | 1,04 | 1,14 | 1,15 | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 3,12% | -4,77% | 8,31% | -6,66% | 3,01% | -3,23% | 9,48% | 8,32% | 5,19% | -5,22% | 2,16% |
| Feb | -1,74% | 3,61% | -6,95% | -5,19% | -4,30% | -5,58% | 2,16% | -4,53% | 2,53% | -0,71% | 2,71% |
| Mär | -0,40% | 2,60% | -0,24% | -3,57% | -6,28% | -15,36% | 2,48% | -3,10% | 3,56% | 10,69% | -3,13% |
| Apr | -0,63% | -0,74% | -1,98% | -6,77% | 0,70% | 12,51% | 2,24% | -1,44% | 3,57% | 3,06% | 0,91% |
| Mai | 6,40% | 0,00% | -1,60% | -0,40% | 2,08% | 1,74% | -5,96% | -2,21% | 3,45% | -2,03% | -3,08% |
| Jun | 5,51% | 3,23% | 4,07% | -5,62% | -0,46% | 7,74% | 7,26% | -3,62% | 0,78% | 4,21% | -0,75% |
| Jul | -0,24% | -1,55% | 3,25% | 1,19% | -7,48% | 8,78% | -1,29% | 1,95% | 5,69% | 6,34% | -4,45% |
| Aug | - | 1,44% | -5,88% | -0,04% | 3,73% | 6,29% | -3,30% | -3,81% | 2,11% | -0,42% | -9,16% |
| Sep | - | 5,23% | -4,08% | -9,71% | -4,94% | -3,59% | 1,29% | -1,35% | -0,34% | 1,80% | -1,45% |
| Okt | - | -4,59% | -3,22% | -3,53% | 1,50% | 3,99% | 4,87% | -9,45% | 1,73% | -0,56% | 6,16% |
| Nov | - | -3,93% | 7,75% | 12,66% | -4,60% | 8,86% | -0,30% | 4,33% | 0,69% | -5,94% | -2,27% |
| Dez | - | 0,48% | 4,14% | -2,29% | -1,94% | 6,85% | 5,75% | -3,10% | 4,44% | 1,45% | -4,24% |
| Berechnungsbasis: 09.07.2025 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
|||||||||||