Compare
JPM Global Balanced A Dis EUR LU0247991317
NAV
- Periodicity
- Daily
- Currency
- Euro
- Last update
- 2/20/2026
- NAV
- 164.060
- Daily change (%)
- 0.08%
Charts
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Performance (Euro)
| Analysis at 2/20/2026 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 1.16% | 6.59% | 23.25% | 9.27% |
| Analysis at 2/20/2026 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 6.50% | 7.13% | 7.91% |
| Negative volatility | 4.32% | 4.53% | 5.74% |
| Sharpe | 0.59 | 0.54 | 0.09 |
| Sortino | 0.89 | 0.84 | 0.13 |
Annual performance (Euro)
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | ||
| JPM Global Balanced A Dis EUR | 7.86% | -17.90% | 8.01% | 8.10% | 7.38% | 1.16% | |
| Diversified Balanced | 14.10% | -10.81% | 9.72% | 15.63% | 1.28% | 2.15% | |