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| JPM China - A USD ACC | ISIN: LU0210526637 | KAG: JPMorgan AM (EU) | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | 6,86% | 15,23% | -0,27% | 1,99% | -15,94% | -23,12% | -2,77% | 3,72% | 273,80% / 7,15% |
| Volatilität: | 21,10% | 22,33% | 23,73% | 24,58% | 23,69% | 29,15% | 27,97% | 25,10% | 27,03% |
| Sharpe Ratio: | 0,31 | 0,64 | - | 0,03 | - | - | - | 1,67 | 9,98 |
| pos. Monate (%): | - | 66,67% | 50,00% | 66,67% | 41,67% | 33,33% | 46,67% | 52,50% | 55,17% |
| Max. Verlust: | -3,77% | -5,96% | -17,76% | -12,96% | -30,03% | -62,79% | -67,98% | -67,98% | -71,70% |
| Beta: |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | -12,88% | 9,49% | -6,88% | 8,38% | -3,08% | 11,08% | 10,77% | 5,80% | -13,84% | 0,22% | -6,29% |
| Feb | 8,13% | -11,37% | -5,27% | -5,76% | 2,77% | 7,10% | -4,03% | 3,67% | -1,73% | 2,51% | 2,85% |
| Mär | -0,93% | -2,04% | -10,81% | -10,08% | -6,17% | 1,58% | -3,85% | 3,27% | 9,60% | 2,57% | -4,04% |
| Apr | 6,86% | -7,51% | -4,56% | 1,38% | 11,37% | 0,66% | -1,19% | 2,94% | 1,42% | 16,04% | -6,79% |
| Mai | 2,33% | -10,07% | 1,89% | 2,13% | 1,85% | -11,90% | 3,85% | 4,38% | -1,10% | -1,47% | 4,20% |
| Jun | - | 3,26% | 7,52% | 0,36% | 8,90% | 8,78% | -4,76% | 2,69% | 0,26% | -7,47% | 3,77% |
| Jul | - | 9,83% | -10,07% | -14,01% | 9,26% | 0,97% | -3,44% | 6,54% | 4,22% | -12,63% | 8,56% |
| Aug | - | -8,94% | 0,10% | -2,77% | 7,96% | 0,43% | -4,80% | 4,61% | 7,09% | -11,91% | -0,50% |
| Sep | - | -4,70% | -11,88% | -4,92% | -3,49% | 0,70% | -1,71% | 0,08% | 0,93% | 0,82% | -5,67% |
| Okt | - | -6,49% | -14,86% | 3,19% | 6,92% | 5,74% | -13,49% | 6,19% | -3,12% | 9,27% | 4,64% |
| Nov | - | 2,81% | 19,10% | -5,25% | 5,68% | -0,69% | 4,78% | 1,67% | -1,95% | -2,12% | 3,11% |
| Dez | - | -1,64% | 5,28% | -2,91% | 8,74% | 7,15% | -7,25% | 3,98% | -5,32% | -1,96% | 5,62% |
| Berechnungsbasis: 30.04.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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