| zurück zur Übersicht |
|
||
|---|---|---|---|
| JPM US Small Cap Growth - D USD ACC | ISIN: LU0117881226 | KAG: JPMorgan AM (EU) | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -6,28% | 1,17% | 22,63% | -0,12% | 9,32% | -12,77% | 1,90% | 6,46% | 141,70% / 3,82% |
| Volatilität: | 23,01% | 24,22% | 23,61% | 23,03% | 21,01% | 26,85% | 28,54% | 24,26% | 24,82% |
| Sharpe Ratio: | - | 0,01 | 0,87 | - | 0,26 | - | 0,40 | 3,50 | 5,50 |
| pos. Monate (%): | - | 33,33% | 66,67% | 50,00% | 58,33% | 44,44% | 53,33% | 59,17% | 58,04% |
| Max. Verlust: | -8,54% | -11,49% | -11,49% | -11,49% | -23,47% | -48,10% | -51,56% | -51,56% | -66,55% |
| Beta: |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | -1,36% | 9,69% | -17,35% | 3,39% | 2,81% | 12,52% | 4,84% | 3,44% | -15,64% | -3,58% | -1,71% |
| Feb | 11,10% | -1,97% | -0,87% | 0,00% | -8,06% | 8,80% | -0,15% | 4,17% | -0,91% | 7,19% | 6,98% |
| Mär | 1,64% | -4,45% | 2,29% | -6,48% | -16,78% | -0,60% | 1,30% | -0,40% | 7,44% | 1,55% | -5,71% |
| Apr | -7,65% | -0,05% | -10,53% | 2,56% | 23,86% | 3,53% | 2,25% | 3,31% | 3,34% | -0,85% | -10,82% |
| Mai | 0,21% | -0,76% | -7,71% | -5,38% | 15,22% | -8,21% | 8,98% | -0,26% | 2,16% | 3,38% | -1,96% |
| Jun | - | 8,84% | -8,68% | 2,97% | 2,63% | 6,83% | 0,23% | 2,67% | -1,77% | 2,23% | 6,63% |
| Jul | - | 3,37% | 9,22% | -2,77% | 5,40% | 2,18% | -1,72% | 2,66% | 6,66% | -0,34% | -6,16% |
| Aug | - | -4,00% | 1,30% | -0,23% | 6,30% | -4,72% | 7,51% | 0,85% | 1,86% | -9,07% | 3,98% |
| Sep | - | -7,80% | -5,05% | -3,05% | -1,35% | -1,79% | -2,08% | 4,60% | -0,15% | -7,36% | -3,75% |
| Okt | - | -11,55% | 2,97% | 5,44% | 0,00% | 1,80% | -13,98% | 2,17% | -6,22% | 5,88% | 7,24% |
| Nov | - | 10,40% | -3,37% | -8,10% | 16,49% | 6,78% | 0,20% | 3,25% | 8,52% | 4,78% | 1,43% |
| Dez | - | 11,99% | -7,36% | 0,61% | 7,47% | 0,90% | -11,13% | 2,98% | -0,87% | -3,76% | 3,71% |
| Berechnungsbasis: 02.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
|||||||||||