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| JPM Emerging Markets Equity - A USD ACC | ISIN: LU0210529656 | KAG: JPMorgan AM (EU) | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -0,74% | 5,49% | 11,57% | 0,93% | 4,47% | -11,03% | 0,50% | 2,99% | 194,20% / 5,81% |
| Volatilität: | 17,32% | 12,54% | 13,54% | 12,98% | 13,03% | 18,56% | 20,72% | 18,45% | 21,56% |
| Sharpe Ratio: | - | 0,36 | 0,70 | - | 0,05 | - | 0,19 | 1,74 | 8,81 |
| pos. Monate (%): | - | 66,67% | 66,67% | 66,67% | 50,00% | 36,11% | 46,67% | 54,17% | 55,17% |
| Max. Verlust: | -5,81% | -5,81% | -6,83% | -6,83% | -13,30% | -45,14% | -49,96% | -49,96% | -63,33% |
| Beta: | 1,21 | 1,07 | 1,04 | 1,08 | 1,03 | 1,11 | 1,13 | 1,15 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | -4,77% | 8,31% | -6,66% | 3,01% | -3,23% | 9,48% | 8,32% | 5,19% | -5,22% | 2,16% | -8,70% |
| Feb | 3,61% | -6,95% | -5,19% | -4,30% | -5,58% | 2,16% | -4,53% | 2,53% | -0,71% | 2,71% | 4,82% |
| Mär | 2,60% | -0,24% | -3,57% | -6,28% | -15,36% | 2,48% | -3,10% | 3,56% | 10,69% | -3,13% | 4,74% |
| Apr | -0,74% | -1,98% | -6,77% | 0,70% | 12,51% | 2,24% | -1,44% | 3,57% | 3,06% | 0,91% | 0,23% |
| Mai | -0,24% | -1,60% | -0,40% | 2,08% | 1,74% | -5,96% | -2,21% | 3,45% | -2,03% | -3,08% | 3,47% |
| Jun | - | 4,07% | -5,62% | -0,46% | 7,74% | 7,26% | -3,62% | 0,78% | 4,21% | -0,75% | 1,59% |
| Jul | - | 3,25% | 1,19% | -7,48% | 8,78% | -1,29% | 1,95% | 5,69% | 6,34% | -4,45% | 1,25% |
| Aug | - | -5,88% | -0,04% | 3,73% | 6,29% | -3,30% | -3,81% | 2,11% | -0,42% | -9,16% | 1,51% |
| Sep | - | -4,08% | -9,71% | -4,94% | -3,59% | 1,29% | -1,35% | -0,34% | 1,80% | -1,45% | -7,17% |
| Okt | - | -3,22% | -3,53% | 1,50% | 3,99% | 4,87% | -9,45% | 1,73% | -0,56% | 6,16% | 3,47% |
| Nov | - | 7,75% | 12,66% | -4,60% | 8,86% | -0,30% | 4,33% | 0,69% | -5,94% | -2,27% | 0,27% |
| Dez | - | 4,14% | -2,29% | -1,94% | 6,85% | 5,75% | -3,10% | 4,44% | 1,45% | -4,24% | -4,74% |
| Berechnungsbasis: 30.04.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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