JPM Global Balanced X (acc) - USD (hedged)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/05 | ||||
Price Return | 9.70 | 11.42 | -3.35 | 5.91 | 4.85 | |||
+/- Category | 5.51 | 3.12 | -0.01 | 1.80 | 1.56 | |||
+/- Category Index | - | 2.89 | -0.80 | -1.48 | 0.74 | |||
% Rank in Category | 15 | 19 | 49 | 31 | 16 |
Trailing Returns (GBP) | 07/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.21 | -0.03 | 0.21 |
1 Week | 1.36 | 0.27 | 0.69 |
1 Month | 0.08 | 0.14 | 0.33 |
3 Months | 2.29 | -0.03 | 0.28 |
6 Months | 8.57 | 2.13 | 1.91 |
YTD | 6.28 | 1.93 | 1.47 |
1 Year | 10.70 | 2.79 | 0.83 |
3 Years Annualised | 6.00 | 1.81 | 0.49 |
5 Years Annualised | 6.58 | 2.48 | 1.02 |
10 Years Annualised | - | - | - |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.35 | - | - | - |
2023 | 1.14 | -0.83 | 2.09 | 3.43 |
2022 | -2.09 | -1.74 | 5.43 | -4.70 |
2021 | 1.24 | 3.58 | 2.97 | 3.19 |
2020 | -3.14 | 9.18 | 0.68 | 3.03 |
2019 | - | 6.19 | 5.68 | -3.82 |
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