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JPMorgan Funds - Global Research Enhanced Index Equity Fund - A USD ACC ISIN: LU2402382688 KAG: JPMorgan AM (EU)
  1M 3M 6M lfd. Jahr 1J 3J p.a. * 5J p.a. * 10J p.a. * seit Beginn / p.a. *
Performance: 4,29% 8,06% 6,75% 7,74% 13,31% 16,95% - - 67,40% / 18,53%
Volatilität: 9,21% 26,78% 21,76% 21,79% 17,75% 16,16% - - 16,18%
Sharpe Ratio: 0,45 0,28 0,25 0,29 0,57 3,52 3,93
pos. Monate (%): - 66,67% 50,00% 40,00% 50,00% 61,11% - - 61,11%
Max. Verlust: -1,46% -12,94% -16,72% -16,72% -16,72% -17,20% - - -17,20%
Beta: 0,74 0,84 0,88 0,88 0,89 0,91 - - -
  2025 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015
Jan 3,38% 4,07% 4,52% - - - - - - - -
Feb -2,29% 4,01% -0,08% - - - - - - - -
Mär -8,39% 2,94% -0,67% - - - - - - - -
Apr -6,19% -1,48% 0,69% - - - - - - - -
Mai 4,42% 2,81% 1,73% - - - - - - - -
Jun 1,43% 4,18% 3,92% - - - - - - - -
Jul 1,23% 0,21% 1,89% 10,13% - - - - - - -
Aug - -0,15% -0,85% -1,75% - - - - - - -
Sep - 0,71% -1,38% -5,06% - - - - - - -
Okt - 1,38% -4,22% 4,41% - - - - - - -
Nov - 6,13% 4,14% 0,88% - - - - - - -
Dez - -0,63% 3,35% -7,76% - - - - - - -
Berechnungsbasis: 09.07.2025
* annualisierte Berechnung bezieht sich ausschließlich auf Performance