JPMorgan Funds - US Value Fund D (acc) - USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
|
Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 2.46 | -6.83 | 21.45 | -1.47 | 26.77 | 5.25 | 1.99 | 6.73 |
+/- Category | -3.23 | -3.19 | 2.40 | -2.08 | 0.64 | 1.24 | -3.60 | 0.45 |
+/- Category Index | -3.72 | -4.29 | -0.83 | -0.64 | -0.04 | 1.20 | -5.11 | 0.04 |
% Rank in Category | 85 | 81 | 34 | 54 | 47 | 42 | 77 | 41 |
Trailing Returns (GBP) | 28/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.16 | 0.06 | 0.38 |
1 Week | -1.72 | 0.00 | 0.41 |
1 Month | -0.71 | 0.41 | 0.27 |
3 Months | 2.40 | -0.58 | 0.16 |
6 Months | 12.42 | -0.28 | -0.92 |
YTD | 6.56 | 0.01 | -0.71 |
1 Year | 13.45 | -2.53 | -3.66 |
3 Years Annualised | 7.77 | -0.76 | -2.87 |
5 Years Annualised | 9.08 | -0.94 | -2.22 |
10 Years Annualised | 9.78 | -1.23 | -2.59 |
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 | 8.57 | - | - | - |
2023 | -4.22 | 1.73 | 2.01 | 2.62 |
2022 | 2.67 | -6.08 | 6.97 | 2.04 |
2021 | 11.44 | 5.08 | 2.99 | 5.12 |
2020 | -21.46 | 13.68 | 1.82 | 8.40 |
2019 | 8.71 | 5.75 | 5.02 | 0.60 |
|
Advertisement |