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| JPMorgan Investment Funds - Global Select Equity Fund - C EUR ACC | ISIN: LU0611475780 | KAG: JPMorgan AM (EU) | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | 3,42% | 1,61% | 2,80% | 3,47% | 13,64% | 13,35% | 11,06% | 12,89% | 439,60% / 11,80% |
| Volatilität: | 6,41% | 11,58% | 11,36% | 11,24% | 11,48% | 13,70% | 14,84% | 15,59% | 15,80% |
| Sharpe Ratio: | 0,51 | 0,10 | 0,15 | 0,24 | 1,03 | 2,81 | 4,75 | 15,08 | 23,67 |
| pos. Monate (%): | - | 33,33% | 33,33% | 25,00% | 66,67% | 72,22% | 66,67% | 69,17% | 64,48% |
| Max. Verlust: | -0,59% | -6,58% | -7,11% | -7,11% | -7,11% | -20,52% | -20,52% | -35,09% | -35,09% |
| Beta: | 0,64 | 0,96 | 0,99 | 1,00 | 1,12 | 1,13 | 1,15 | 1,26 | - |
| 2026 | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 0,57% | 3,20% | 4,11% | 5,73% | -2,60% | 0,65% | 2,08% | 7,65% | 1,92% | 1,22% | -7,64% |
| Feb | 0,26% | -2,67% | 4,69% | 0,89% | -2,89% | 4,23% | -10,04% | 3,92% | -1,37% | 3,70% | -0,04% |
| Mär | -4,56% | -7,99% | 2,86% | 0,50% | 4,28% | 4,34% | -12,21% | 2,18% | -3,42% | -0,94% | 1,96% |
| Apr | 5,65% | -8,20% | -2,19% | -0,46% | -1,31% | 1,56% | 15,72% | 2,79% | 4,95% | -0,01% | 1,89% |
| Mai | -0,18% | 4,68% | 3,05% | 2,40% | -3,98% | 1,11% | 4,79% | -5,40% | 3,83% | -1,24% | 3,87% |
| Jun | - | 1,17% | 5,64% | 2,90% | -8,49% | 2,42% | 1,27% | 4,01% | -0,32% | -1,35% | -2,11% |
| Jul | - | 5,68% | -1,19% | 2,39% | 10,65% | 2,18% | -0,13% | 1,54% | 2,65% | 0,11% | 3,81% |
| Aug | - | 2,43% | -0,58% | -0,38% | -0,36% | 1,79% | 5,66% | -1,58% | 0,62% | -1,23% | 1,09% |
| Sep | - | 0,91% | 0,77% | -1,21% | -5,31% | -1,20% | -1,72% | 2,25% | 1,83% | 2,23% | -0,89% |
| Okt | - | 2,83% | 0,23% | -2,16% | 4,67% | 4,61% | -3,58% | 1,05% | -5,89% | 3,81% | 1,31% |
| Nov | - | -1,41% | 4,79% | 4,19% | 1,17% | 0,03% | 13,49% | 3,70% | 0,62% | -0,57% | 6,89% |
| Dez | - | 0,54% | -1,11% | 2,73% | -7,00% | 4,33% | 1,23% | 1,19% | -8,70% | 1,36% | 2,46% |
| Berechnungsbasis: 12.05.2026 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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