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| JPM Global Focus - C EUR ACC | ISIN: LU0168343191 | KAG: JPMorgan AM (EU) | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -2,79% | 3,73% | 17,78% | 10,14% | 25,10% | 11,92% | 14,49% | 12,57% | 409,40% / 9,31% |
| Volatilität: | 13,03% | 11,98% | 10,13% | 11,37% | 10,45% | 15,22% | 17,85% | 17,17% | 17,69% |
| Sharpe Ratio: | - | 0,23 | 1,56 | 0,78 | 2,04 | 2,75 | 5,51 | 13,10 | 22,92 |
| pos. Monate (%): | - | 66,67% | 83,33% | 75,00% | 83,33% | 61,11% | 63,33% | 60,00% | 56,31% |
| Max. Verlust: | -4,07% | -4,07% | -4,07% | -4,07% | -5,35% | -15,46% | -35,30% | -35,30% | -55,71% |
| Beta: | 1,31 | 1,47 | 1,32 | 1,45 | 1,11 | 1,19 | 1,29 | 1,37 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 4,45% | 5,80% | -1,59% | 0,38% | 2,50% | 7,52% | 1,49% | 0,58% | -9,76% | 6,46% | -3,95% |
| Feb | 5,05% | 0,50% | -2,54% | 5,57% | -10,27% | 3,57% | -1,59% | 3,43% | -1,55% | 6,64% | 4,45% |
| Mär | 3,23% | 0,17% | 3,96% | 4,52% | -12,06% | 1,71% | -3,76% | -0,83% | 2,74% | 3,41% | 0,26% |
| Apr | -2,47% | -0,62% | -1,41% | 1,23% | 16,14% | 2,78% | 3,82% | -0,29% | 2,16% | -0,95% | 0,33% |
| Mai | 0,30% | 2,59% | -3,94% | 1,24% | 4,61% | -4,70% | 3,28% | -2,41% | 4,60% | 3,04% | 4,60% |
| Jun | - | 2,88% | -9,53% | 2,06% | 1,02% | 3,88% | 0,00% | -2,06% | -3,13% | -3,42% | 1,61% |
| Jul | - | 2,63% | 10,93% | 1,96% | -0,19% | 1,38% | 1,60% | 0,53% | 5,41% | -1,29% | 0,24% |
| Aug | - | -0,50% | -0,50% | 1,33% | 5,90% | -1,59% | 0,12% | -1,05% | 1,11% | -8,58% | 3,12% |
| Sep | - | -1,45% | -5,40% | -0,64% | -1,34% | 1,84% | 0,89% | 1,54% | 0,15% | -1,84% | 1,48% |
| Okt | - | -1,94% | 5,01% | 3,33% | -2,72% | 1,13% | -6,45% | 3,26% | 1,29% | 10,28% | 3,19% |
| Nov | - | 4,30% | 1,50% | -1,20% | 13,67% | 3,53% | 1,02% | -0,83% | 7,20% | 3,72% | 2,52% |
| Dez | - | 2,89% | -7,04% | 4,28% | 1,13% | 0,92% | -8,52% | 1,60% | 3,69% | -4,95% | 2,14% |
| Berechnungsbasis: 02.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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