JPMorgan Funds - US Value Fund C (dist) - GBPRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 3.78 | -5.82 | 24.47 | 0.01 | 29.10 | 6.38 | 4.19 | 7.23 |
+/- Category | -1.91 | -2.17 | 5.41 | -0.60 | 2.97 | 2.36 | -1.41 | 0.95 |
+/- Category Index | -2.41 | -3.27 | 2.19 | 0.83 | 2.29 | 2.33 | -2.91 | 0.54 |
% Rank in Category | 75 | 74 | 11 | 44 | 27 | 28 | 64 | 33 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.19 | 0.03 | -0.22 |
1 Week | -0.52 | -0.16 | -0.45 |
1 Month | 3.80 | 0.97 | 0.16 |
3 Months | 6.07 | 0.53 | 0.40 |
6 Months | 14.32 | 0.50 | -0.56 |
YTD | 9.71 | 0.90 | -0.42 |
1 Year | 18.94 | -0.32 | -1.85 |
3 Years Annualised | 10.41 | 1.27 | -1.11 |
5 Years Annualised | 11.50 | 1.49 | 0.00 |
10 Years Annualised | 12.05 | 0.79 | -0.85 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.87 | - | - | - |
2023 | -3.64 | 2.41 | 2.28 | 3.23 |
2022 | 3.12 | -6.03 | 7.83 | 1.81 |
2021 | 11.95 | 5.20 | 3.65 | 5.75 |
2020 | -21.37 | 14.70 | 2.38 | 8.31 |
2019 | 10.00 | 6.03 | 5.46 | 1.20 |
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