JPMorgan Investment Funds - Income Opportunity Fund A (perf) (acc) - USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | |
Price Return | -6.45 | 5.97 | -0.21 | -1.94 | 1.06 | 12.66 | -1.25 | 1.66 |
+/- Category | -3.52 | 2.09 | -5.01 | -4.75 | 0.46 | 10.84 | -1.78 | 1.05 |
+/- Category Index | -0.90 | -0.38 | -4.66 | -6.11 | 1.76 | 14.69 | -0.62 | 2.46 |
% Rank in Category | 88 | 24 | 92 | 92 | 52 | 4 | 82 | 15 |
Trailing Returns (GBP) | 27/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.04 | -0.13 | -0.27 |
1 Week | 0.70 | -0.30 | -0.55 |
1 Month | 0.87 | -0.63 | -0.88 |
3 Months | 2.67 | 0.91 | 2.53 |
6 Months | -1.55 | -3.58 | -3.47 |
YTD | 2.27 | 0.81 | 2.01 |
1 Year | 2.41 | -0.96 | 3.20 |
3 Years Annualised | 5.00 | 2.35 | 4.66 |
5 Years Annualised | 2.67 | -0.13 | 1.51 |
10 Years Annualised | 4.44 | -0.62 | 0.14 |
Category: USD Flexible Bond | |||
Category Index: Morningstar US Core Bd TR USD |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | -2.03 | -1.44 | 5.61 | -3.16 |
2022 | 2.58 | 7.96 | 9.04 | -6.71 |
2021 | -0.73 | -0.03 | 2.51 | -0.65 |
2020 | 2.82 | 3.70 | -3.37 | -4.82 |
2019 | -0.14 | 3.23 | 3.55 | -6.51 |
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