JPMorgan Funds - US Value Fund X (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 | 4.82 | -4.65 | 24.32 | 0.87 | 29.76 | 7.74 | 4.34 | 7.56 |
+/- Category | -0.88 | -1.00 | 5.26 | 0.26 | 3.63 | 3.73 | -1.26 | 1.28 |
+/- Category Index | -1.37 | -2.11 | 2.04 | 1.70 | 2.95 | 3.69 | -2.76 | 0.86 |
% Rank in Category | 63 | 64 | 12 | 40 | 22 | 15 | 63 | 29 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.22 | 0.00 | -0.25 |
1 Week | -0.91 | -0.55 | -0.84 |
1 Month | 3.57 | 0.74 | -0.06 |
3 Months | 6.25 | 0.71 | 0.58 |
6 Months | 14.61 | 0.80 | -0.26 |
YTD | 9.88 | 1.08 | -0.24 |
1 Year | 19.60 | 0.34 | -1.19 |
3 Years Annualised | 11.12 | 1.98 | -0.40 |
5 Years Annualised | 12.16 | 2.15 | 0.65 |
10 Years Annualised | 12.87 | 1.61 | -0.02 |
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 | 9.18 | - | - | - |
2023 | -3.68 | 2.28 | 2.62 | 3.20 |
2022 | 3.27 | -5.52 | 7.61 | 2.63 |
2021 | 12.10 | 5.67 | 3.60 | 5.73 |
2020 | -21.00 | 14.36 | 2.41 | 9.03 |
2019 | 9.35 | 6.33 | 5.68 | 1.17 |
|
Advertisement |