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| JPM Flexible Credit - D USD ACC | ISIN: LU0441854741 | KAG: JPMorgan AM (EU) | |
| 1M | 3M | 6M | lfd. Jahr | 1J | 3J p.a. * | 5J p.a. * | 10J p.a. * | seit Beginn / p.a. * | |
|---|---|---|---|---|---|---|---|---|---|
| Performance: | -0,19% | 6,76% | 13,62% | 2,90% | 7,31% | -7,60% | 2,90% | 4,26% | 59,02% / 4,46% |
| Volatilität: | 16,24% | 13,06% | 14,16% | 13,79% | 14,09% | 17,09% | 19,65% | 17,46% | 17,19% |
| Sharpe Ratio: | - | 0,44 | 0,82 | 0,12 | 0,25 | - | 0,86 | 2,84 | 3,30 |
| pos. Monate (%): | - | 66,67% | 66,67% | 66,67% | 50,00% | 33,33% | 45,00% | 51,67% | 51,16% |
| Max. Verlust: | -5,41% | -5,41% | -6,98% | -6,98% | -11,93% | -39,54% | -43,01% | -43,01% | -43,01% |
| Beta: |
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan | -3,76% | 9,20% | -1,30% | 3,89% | -5,34% | 6,74% | 7,61% | 7,90% | -9,08% | 2,01% | -5,06% |
| Feb | 3,94% | -7,36% | -1,99% | -0,23% | -4,53% | 1,60% | -4,37% | 1,28% | -2,32% | 3,17% | 4,07% |
| Mär | 2,60% | -0,03% | -1,52% | -3,38% | -13,77% | 1,15% | -2,82% | 3,54% | 9,91% | -0,76% | 0,49% |
| Apr | -0,19% | -2,09% | -5,60% | 0,54% | 11,10% | 0,66% | 2,13% | 2,47% | 0,25% | 4,52% | -0,69% |
| Mai | -0,05% | -1,85% | -0,47% | 0,55% | -0,69% | -7,54% | 0,24% | 2,77% | -1,18% | -2,41% | 3,49% |
| Jun | - | 3,04% | -6,15% | -1,99% | 4,92% | 6,41% | -4,41% | 3,66% | 2,00% | -3,65% | 2,26% |
| Jul | - | 4,30% | -1,03% | -6,01% | 9,49% | -1,48% | 1,18% | 6,15% | 5,46% | -4,97% | 2,16% |
| Aug | - | -5,35% | 0,33% | 1,10% | 4,27% | -2,87% | -2,20% | 0,60% | 0,72% | -10,74% | 1,95% |
| Sep | - | -2,68% | -10,91% | -4,53% | -2,65% | 2,19% | -1,91% | -0,74% | 2,47% | 1,12% | -7,42% |
| Okt | - | -4,49% | -4,02% | 3,42% | 3,46% | 4,51% | -11,43% | 4,06% | -1,73% | 5,47% | 2,43% |
| Nov | - | 7,26% | 13,86% | -4,76% | 9,05% | -0,13% | 2,41% | -0,87% | -3,21% | -1,74% | 0,38% |
| Dez | - | 4,29% | -1,48% | -0,66% | 7,43% | 6,90% | -2,85% | 3,92% | -1,54% | -1,45% | -0,51% |
| Berechnungsbasis: 02.05.2024 * annualisierte Berechnung bezieht sich ausschließlich auf Performance |
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