| zurück zur Übersicht |
|
||
|---|---|---|---|
| JPM Global Macro Opportunities - A EUR ACC | ISIN: LU0095938881 | KAG: JPMorgan AM (EU) | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -0,09% | 0,52% | -1,41% | 1,64% | -8,06% | -4,21% | -0,21% | 2,70% | 85,73% / 2,45% |
| Volatilität: | 5,90% | 4,82% | 4,89% | 4,76% | 7,15% | 6,98% | 6,63% | 6,75% | 9,39% |
| Sharpe Ratio: | - | - | - | 0,06 | - | - | 0,07 | 4,22 | 8,54 |
| pos. Monate (%): | - | 66,67% | 50,00% | 75,00% | 41,67% | 38,89% | 48,33% | 54,17% | 54,84% |
| Max. Verlust: | -1,63% | -1,63% | -3,60% | -1,63% | -10,68% | -16,88% | -16,88% | -16,88% | -45,97% |
| Beta: | -1,07 | -0,88 | -0,74 | -0,72 | -1,32 | 0,19 | 0,37 | 0,39 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 0,50% | 3,03% | -4,27% | -0,46% | 2,36% | -1,69% | 3,80% | -1,94% | 2,47% | 3,39% | 1,41% |
| Feb | 0,03% | -1,74% | -0,54% | 2,01% | 0,74% | 0,87% | 1,30% | -2,25% | 0,43% | 1,37% | 0,28% |
| Mär | -0,14% | 5,72% | -1,92% | -0,28% | 0,00% | 1,12% | -2,86% | 0,73% | -2,77% | 4,50% | -1,59% |
| Apr | 0,89% | 1,11% | -1,56% | 0,67% | -0,08% | 1,49% | 0,28% | 0,35% | -1,03% | -2,22% | -1,07% |
| Mai | -0,59% | -0,71% | -3,61% | -0,24% | 0,79% | -1,75% | -0,57% | 2,08% | 0,73% | 0,73% | -0,35% |
| Jun | - | -7,50% | -0,16% | 0,42% | -0,96% | 2,40% | -2,64% | 1,28% | 1,59% | -0,33% | 1,59% |
| Jul | - | -1,96% | -0,58% | -0,31% | 0,46% | 0,18% | -1,40% | 3,17% | -0,28% | 2,20% | -0,61% |
| Aug | - | 2,18% | 0,08% | 0,81% | 1,70% | -1,50% | 0,13% | 1,18% | -3,39% | 4,20% | 1,89% |
| Sep | - | 0,24% | 0,23% | -0,78% | -0,24% | 0,04% | -1,86% | 3,15% | -0,26% | -0,77% | 4,03% |
| Okt | - | 3,04% | -0,29% | 1,26% | -0,24% | -2,11% | 2,52% | 5,08% | -1,65% | -2,07% | -0,45% |
| Nov | - | -2,88% | -0,95% | -0,30% | 3,74% | -0,08% | -0,05% | -2,16% | -3,40% | -1,16% | 3,90% |
| Dez | - | -1,87% | -1,45% | -0,52% | 1,73% | 0,16% | -0,41% | 0,38% | 2,02% | 1,00% | 3,65% |
| Berechnungsbasis: 06.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
|||||||||||