JPM US Equity Income Fund C - Net IncomeRegister 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 | 7.00 | -0.34 | 22.87 | -0.63 | 27.47 | 8.34 | -1.65 | 7.76 |
+/- Category | 1.27 | 0.79 | 2.55 | -0.34 | 0.88 | 3.41 | -5.08 | -0.23 |
+/- Category Index | 1.37 | 0.81 | 4.79 | 2.72 | - | -2.10 | -1.21 | -1.89 |
% Rank in Category | 38 | 29 | 33 | 48 | 38 | 31 | 67 | 53 |
Trailing Returns (GBP) | 25/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.43 | 0.42 | 0.31 |
1 Week | 2.57 | 1.27 | 0.69 |
1 Month | 0.24 | 1.16 | 0.15 |
3 Months | 7.37 | 2.38 | 1.02 |
6 Months | 12.36 | -0.83 | -2.80 |
YTD | 6.63 | 0.86 | -1.04 |
1 Year | 9.49 | -4.21 | -2.91 |
3 Years Annualised | 9.15 | -0.85 | -0.94 |
5 Years Annualised | 9.24 | -0.92 | 0.06 |
10 Years Annualised | 12.28 | 0.50 | 0.54 |
Category: US Equity Income | |||
Category Index: Morningstar US High Div Yld NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.76 | - | - | - |
2023 | -6.28 | 0.14 | 0.98 | 3.77 |
2022 | 3.93 | -2.88 | 4.98 | 2.23 |
2021 | 9.99 | 4.24 | 4.38 | 6.51 |
2020 | -17.99 | 10.62 | 2.86 | 6.50 |
2019 | 8.53 | 7.50 | 5.93 | -0.58 |
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