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| JPM Europe Dynamic Technologies - A EUR ACC | ISIN: LU0210532015 | KAG: JPMorgan AM (EU) | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -3,02% | -1,64% | 20,33% | 1,46% | 8,26% | -0,26% | 10,11% | 13,18% | 642,90% / 11,07% |
| Volatilität: | 17,28% | 16,17% | 15,51% | 16,49% | 15,84% | 22,05% | 23,52% | 20,82% | 20,39% |
| Sharpe Ratio: | - | - | 1,18 | 0,01 | 0,28 | 0,03 | 2,70 | 11,68 | 31,32 |
| pos. Monate (%): | - | 33,33% | 66,67% | 33,33% | 50,00% | 52,78% | 63,33% | 63,33% | 61,21% |
| Max. Verlust: | -4,72% | -6,85% | -6,85% | -6,85% | -14,83% | -35,41% | -40,41% | -40,41% | -57,78% |
| Beta: | 0,78 | 0,82 | 0,86 | 0,86 | 0,80 | 0,90 | 0,97 | 0,98 | - |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | 2,77% | 8,27% | -11,55% | 1,41% | 0,75% | 8,16% | 4,07% | 1,74% | -5,56% | 7,40% | -2,23% |
| Feb | 3,00% | 0,35% | -6,30% | 2,39% | -8,10% | 5,07% | -2,64% | 3,54% | -4,20% | 6,09% | 6,84% |
| Mär | -0,35% | 2,97% | 4,09% | 3,45% | -14,00% | -0,07% | -1,04% | 3,50% | 0,24% | 3,62% | -1,52% |
| Apr | -3,02% | -4,34% | -4,21% | 1,78% | 16,07% | 6,28% | 3,12% | 4,13% | -1,57% | 0,21% | -5,58% |
| Mai | -1,17% | 3,02% | -4,14% | 0,49% | 5,92% | -5,15% | 6,04% | 2,42% | 6,16% | 5,59% | 5,67% |
| Jun | - | 1,56% | -11,23% | 2,40% | 4,64% | 5,79% | -0,20% | -3,48% | -6,17% | -5,33% | -0,62% |
| Jul | - | -0,70% | 16,05% | 5,20% | 2,99% | 1,49% | 2,73% | 2,14% | 9,21% | 0,48% | -1,01% |
| Aug | - | -3,08% | -7,68% | 5,95% | 4,44% | -3,02% | 1,71% | -0,94% | 1,07% | -5,49% | 2,83% |
| Sep | - | -2,29% | -7,40% | -5,94% | -0,23% | 2,47% | -2,29% | 5,45% | 1,57% | 1,31% | 1,65% |
| Okt | - | -6,56% | 6,78% | 6,49% | -6,58% | 0,71% | -10,86% | 5,59% | -3,38% | 8,03% | -1,85% |
| Nov | - | 11,37% | 6,15% | -0,40% | 14,46% | 4,39% | -3,95% | -4,13% | 2,14% | 5,49% | 4,59% |
| Dez | - | 4,06% | -9,75% | 1,63% | 6,75% | 2,51% | -5,21% | -0,32% | 4,67% | -0,95% | 2,26% |
| Berechnungsbasis: 30.04.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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