Vortrag am FONDS professionell KONGRESSJPM-Global Dividend Fd.D(acc)EUR H
| MVD-Fonds Rating | EDA |
|---|---|
  | 67 |
ISIN: LU0329203656 | WKN: A0M60E
KAG: JPMorgan AM (EU)
NAV: 121,41 EUR am 28.09.2023
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Kennzahlen JPM-Global Dividend Fd.D(acc)EUR H
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | -2,64% | +0,35% | +12,31% | +30,03% | +35,49% | +85,96% | +79,20% |
| Volatilität | +7,72% | +9,26% | +13,01% | +14,12% | +16,24% | +13,95% | +15,94% |
| Sharpe Ratio | -4,01 | -0,35 | +0,64 | +0,37 | +0,14 | +0,17 | -0,01 |
| Bester Monat | - | +3,67% | +5,87% | +15,40% | +15,40% | +15,40% | +15,40% |
| Schl. Monat | - | -3,56% | -7,76% | -7,76% | -11,63% | -11,63% | -11,70% |
| Max. Verlust | -3,94% | -5,91% | -6,32% | -20,09% | -33,18% | -33,18% | -49,98% |
Monatsperformance JPM-Global Dividend Fd.D(acc)EUR H
| 2023 | 2022 | 2021 | 2020 | 2019 | |
| Januar | +4,87% | -2,22% | +0,10% | +0,97% | +5,96% |
| Februar | +0,03% | -2,57% | +3,37% | -9,78% | +3,59% |
| März | +0,24% | +3,39% | +4,45% | -11,63% | +1,33% |
| April | -0,08% | -4,23% | +2,99% | +8,57% | +4,08% |
| Mai | -1,51% | -1,51% | +2,35% | +2,45% | -5,46% |
| Juni | +3,67% | -7,17% | -0,23% | +1,22% | +5,20% |
| Juli | +1,77% | +6,41% | +2,00% | +4,51% | +1,45% |
| August | -2,00% | -2,44% | +0,85% | +4,78% | -1,78% |
| September | -3,56% | -7,76% | -2,79% | -2,93% | +1,43% |
| Oktober | - | +5,84% | +4,10% | -3,52% | +1,08% |
| November | - | +5,87% | -1,71% | +15,40% | +1,93% |
| Dezember | - | -2,39% | +5,41% | +2,45% | +2,02% |
| Gesamt | +3,19% | -9,67% | +22,59% | +9,89% | +22,31% |
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