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| JPM Europe Strategic Value - D EUR ACC | ISIN: LU0117858752 | KAG: JPMorgan AM (EU) | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | 1,00% | 8,86% | 14,75% | 8,22% | 15,83% | 8,37% | 4,94% | 4,11% | 130,89% / 3,61% |
| Volatilität: | 13,27% | 9,57% | 8,62% | 9,32% | 10,26% | 15,51% | 20,51% | 18,35% | 19,44% |
| Sharpe Ratio: | 0,05 | 0,83 | 1,48 | 0,74 | 1,17 | 1,86 | 1,40 | 2,59 | 6,47 |
| pos. Monate (%): | - | 100,00% | 83,33% | 75,00% | 75,00% | 63,89% | 60,00% | 59,17% | 58,74% |
| Max. Verlust: | -2,47% | -2,47% | -3,37% | -3,37% | -6,08% | -21,52% | -45,19% | -47,92% | -68,22% |
| Beta: | 1,44 | 1,09 | 0,93 | 1,04 | 0,98 | 1,03 | 1,23 | 1,24 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 0,44% | 5,94% | 2,93% | -0,73% | -4,08% | 5,75% | 2,67% | 0,60% | -8,17% | 6,68% | -1,62% |
| Feb | 1,41% | 3,09% | -7,31% | 6,32% | -11,44% | 3,17% | -2,99% | -0,41% | -2,08% | 6,14% | 5,45% |
| Mär | 6,21% | -5,31% | 2,85% | 6,91% | -24,01% | -0,29% | -1,79% | 1,44% | 0,98% | 1,49% | -0,68% |
| Apr | 1,09% | 1,96% | -0,85% | 1,04% | 10,65% | 1,51% | 4,68% | 3,13% | 4,94% | -0,47% | 0,68% |
| Mai | -0,27% | -3,11% | 2,25% | 2,86% | 1,64% | -6,79% | -2,18% | 0,11% | 2,02% | 2,35% | 1,82% |
| Jun | - | 3,48% | -10,64% | -1,98% | 1,22% | 3,98% | -2,70% | -1,43% | -6,25% | -3,76% | -0,40% |
| Jul | - | 2,95% | 3,09% | 0,06% | -2,83% | -2,38% | 2,44% | 0,95% | 2,82% | 0,71% | -2,12% |
| Aug | - | -0,66% | -2,82% | 1,45% | 2,84% | -3,90% | -3,68% | -1,55% | 3,31% | -7,41% | 1,71% |
| Sep | - | 1,68% | -5,19% | -0,82% | -2,34% | 6,38% | 1,33% | 2,74% | -0,47% | -2,54% | -0,54% |
| Okt | - | -4,80% | 8,27% | 4,29% | -6,33% | 1,29% | -4,85% | 0,92% | 2,61% | 6,73% | -1,08% |
| Nov | - | 4,27% | 5,54% | -5,23% | 22,94% | 1,96% | -2,27% | -2,83% | 3,59% | 3,18% | 1,91% |
| Dez | - | 2,03% | -1,89% | 4,71% | 1,89% | 2,54% | -5,32% | 1,27% | 5,66% | -4,76% | 0,20% |
| Berechnungsbasis: 02.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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