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| JPM America Equity - D USD ACC | ISIN: LU0117861202 | KAG: JPMorgan AM (EU) | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -3,39% | 2,51% | 18,63% | 6,90% | 26,82% | 6,74% | 12,84% | 10,89% | 333,60% / 6,42% |
| Volatilität: | 15,70% | 14,25% | 12,36% | 13,45% | 12,92% | 17,87% | 20,14% | 17,38% | 18,41% |
| Sharpe Ratio: | - | 0,11 | 1,34 | 0,42 | 1,78 | 1,29 | 4,20 | 10,31 | 17,84 |
| pos. Monate (%): | - | 66,67% | 83,33% | 75,00% | 75,00% | 61,11% | 63,33% | 61,67% | 56,99% |
| Max. Verlust: | -5,17% | -5,42% | -5,42% | -5,42% | -9,66% | -24,81% | -37,08% | -37,08% | -55,46% |
| Beta: | 0,63 | 0,85 | 0,73 | 0,81 | 0,73 | 0,68 | 0,72 | 0,75 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 3,03% | 6,06% | -4,48% | 0,48% | 1,97% | 7,34% | 5,52% | 1,90% | -9,72% | -3,20% | -2,33% |
| Feb | 5,80% | -1,22% | -2,20% | 3,34% | -11,46% | 2,59% | -1,91% | 2,78% | 2,02% | 6,37% | 5,23% |
| Mär | 3,02% | 1,67% | 5,12% | 1,99% | -13,12% | 1,54% | -3,21% | -1,05% | 4,53% | -2,00% | -2,20% |
| Apr | -3,35% | 1,31% | -6,02% | 6,33% | 18,15% | 2,54% | 2,06% | 1,75% | 1,10% | 2,06% | -3,18% |
| Mai | 0,32% | 1,86% | -2,85% | 0,03% | 6,92% | -5,18% | 2,59% | 1,25% | 1,57% | 0,18% | 2,08% |
| Jun | - | 6,58% | -9,72% | 0,50% | 1,37% | 5,33% | 0,77% | 0,31% | -4,32% | -1,01% | 1,72% |
| Jul | - | 3,57% | 7,12% | 1,86% | 5,98% | 2,15% | 2,10% | 3,62% | 5,93% | 3,52% | -0,75% |
| Aug | - | -0,91% | -3,13% | 1,93% | 8,11% | -2,45% | 3,78% | -1,81% | 1,92% | -4,95% | 3,86% |
| Sep | - | -3,49% | -7,58% | -3,65% | -4,72% | 0,75% | -0,50% | 1,19% | 0,00% | -2,47% | -1,46% |
| Okt | - | -4,08% | 6,47% | 4,12% | -3,83% | 1,53% | -7,07% | 2,60% | -0,69% | 9,04% | 1,99% |
| Nov | - | 7,74% | 1,30% | 0,24% | 14,45% | 2,43% | 1,21% | 2,15% | 4,16% | 0,29% | 0,67% |
| Dez | - | 4,91% | -8,13% | 4,15% | 2,10% | 2,29% | -9,52% | 2,24% | -0,06% | -2,99% | 1,53% |
| Berechnungsbasis: 02.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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