JPMorgan Investment Funds - Global Balanced Fund C (acc) - EURRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 15.17 | -5.22 | 7.51 | 17.51 | 1.93 | -12.60 | 6.29 | 3.40 |
+/- Category | 6.56 | 0.62 | 1.28 | 9.37 | -0.70 | -4.59 | 0.48 | 0.75 |
+/- Category Index | - | - | - | 7.41 | -2.67 | -5.29 | -2.11 | 0.09 |
% Rank in Category | 4 | 42 | 38 | 4 | 58 | 91 | 45 | 31 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.93 | 0.92 | 0.33 |
1 Week | 0.66 | 0.38 | -0.28 |
1 Month | -2.32 | -0.92 | -1.54 |
3 Months | 2.51 | 0.27 | -0.59 |
6 Months | 11.20 | 2.40 | 1.08 |
YTD | 1.00 | -0.16 | -1.24 |
1 Year | 4.27 | -0.79 | -3.32 |
3 Years Annualised | -1.98 | -1.66 | -3.82 |
5 Years Annualised | 3.01 | 0.66 | -1.16 |
10 Years Annualised | 4.52 | 0.96 | -1.12 |
Category: EUR Moderate Allocation - Global | |||
Category Index: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.40 | - | - | - |
2023 | 2.04 | -1.12 | -1.69 | 7.16 |
2022 | -4.74 | -8.40 | -2.35 | 2.57 |
2021 | -3.11 | 4.12 | 0.23 | 0.80 |
2020 | -5.66 | 11.30 | 4.60 | 6.99 |
2019 | 2.43 | 6.67 | 0.24 | -1.85 |
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