JPMorgan Funds - Global Bond Opportunities Sustainable Fund C (acc) - USD
- -Buena relación rentabilidad/riesgo
ISIN: LU2051033335
Categoría Morningstar: Global Flexible Bond - USD Hedged
Empresa: J.P. Morgan Asset Management
ISIN: LU2051033335
Categoría Morningstar: Global Flexible Bond - USD Hedged
Empresa: J.P. Morgan Asset Management
To achieve a return in excess of the benchmark by investing opportunistically in an unconstrained portfolio of debt securities (positively positioned towards Debt Securities with positive E/S characteristics and debt securities issued by companies and countries that demonstrate improving E/S characteristics) and currencies, using derivatives where appropriate. Debt Securities with positive E/S characteristics are those that the Investment Manager believes have been issued by companies and countries that demonstrate effective governance and superior management of environmental and social issues (sustainable characteristics).
Rentabilidad anual | 1 año | 3 años | 5 años | Inicio | 2024 | 2023 | 2022 | 2021 | 2020 |
---|---|---|---|---|---|---|---|---|---|
Rentabilidad anual: Fondo | 1 año: 6,46 | 3 años: 3,45 | 5 años: - | Inicio: 2,69 | 2024: 4,01 | 2023: 3,02 | 2022: -0,18 | 2021: 8,33 | 2020: -0,76 |
Rentabilidad anual: Categoría | 1 año: 7,31 | 3 años: 2,94 | 5 años: 2,24 | Inicio: - | 2024: 4,92 | 2023: 4,29 | 2022: -2,53 | 2021: 7,86 | 2020: -3,12 |
Rentabilidad anual: Percentil | 1 año: 67,00 | 3 años: 45,00 | 5 años: - | Inicio:- | 2024: 79,00 | 2023: 71,00 | 2022: 33,00 | 2021: 38,00 | 2020: 19,00 |
Riesgo | Volatilidad | Ratio Sharpe | Correlación | Beta | Alfa | Tracking error | Info Ratio |
---|---|---|---|---|---|---|---|
Riesgo: 3 años | 1 Volatilidad: 5,76 | 3 Ratio Sharpe: -0,47 | 5 Correlación: 85,77 | Beta: 0,82 | Alfa: 1,76 | Tracking error: 3,14 | Info Ratio: 0,84 |