| zurück zur Übersicht |
|
||
|---|---|---|---|
| JPMorgan Funds - Europe Dynamic Technologies Fund - A EUR ACC | ISIN: LU0210532015 | KAG: JPMorgan AM (EU) | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | 0,63% | 2,25% | 2,47% | 3,57% | -0,27% | 6,67% | 8,17% | 10,13% | 678,50% / 10,66% |
| Volatilität: | 14,56% | 27,82% | 23,75% | 23,79% | 22,05% | 20,30% | 21,59% | 21,34% | 20,44% |
| Sharpe Ratio: | 0,03 | 0,06 | 0,05 | 0,09 | - | 0,90 | 2,30 | 7,23 | 28,02 |
| pos. Monate (%): | - | 66,67% | 66,67% | 60,00% | 50,00% | 52,78% | 55,00% | 60,83% | 63,41% |
| Max. Verlust: | -4,12% | -15,46% | -22,85% | -22,85% | -22,85% | -22,85% | -35,41% | -40,41% | -57,78% |
| Beta: | 1,20 | 0,70 | 0,72 | 0,72 | 0,76 | 0,82 | 0,86 | 0,94 | - |
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 6,00% | 2,77% | 8,27% | -11,55% | 1,41% | 0,75% | 8,16% | 4,07% | 1,74% | -5,56% | 7,40% |
| Feb | -0,67% | 3,00% | 0,35% | -6,30% | 2,39% | -8,10% | 5,07% | -2,64% | 3,54% | -4,20% | 6,09% |
| Mär | -7,71% | -0,35% | 2,97% | 4,09% | 3,45% | -14,00% | -0,07% | -1,04% | 3,50% | 0,24% | 3,62% |
| Apr | -4,23% | -3,02% | -4,34% | -4,21% | 1,78% | 16,07% | 6,28% | 3,12% | 4,13% | -1,57% | 0,21% |
| Mai | 8,21% | 5,37% | 3,02% | -4,14% | 0,49% | 5,92% | -5,15% | 6,04% | 2,42% | 6,16% | 5,59% |
| Jun | 2,27% | -0,15% | 1,56% | -11,23% | 2,40% | 4,64% | 5,79% | -0,20% | -3,48% | -6,17% | -5,33% |
| Jul | 2,12% | -2,25% | -0,70% | 16,05% | 5,20% | 2,99% | 1,49% | 2,73% | 2,14% | 9,21% | 0,48% |
| Aug | - | 0,10% | -3,08% | -7,68% | 5,95% | 4,44% | -3,02% | 1,71% | -0,94% | 1,07% | -5,49% |
| Sep | - | -0,25% | -2,29% | -7,40% | -5,94% | -0,23% | 2,47% | -2,29% | 5,45% | 1,57% | 1,31% |
| Okt | - | -4,30% | -6,56% | 6,78% | 6,49% | -6,58% | 0,71% | -10,86% | 5,59% | -3,38% | 8,03% |
| Nov | - | 0,49% | 11,37% | 6,15% | -0,40% | 14,46% | 4,39% | -3,95% | -4,13% | 2,14% | 5,49% |
| Dez | - | 1,93% | 4,06% | -9,75% | 1,63% | 6,75% | 2,51% | -5,21% | -0,32% | 4,67% | -0,95% |
| Berechnungsbasis: 09.07.2025 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
|||||||||||