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JPM US Equity Income Fund C - Net Income

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Growth Of 1000 (GBP) 30/04/2022
Fund:  JPM US Equity Income Fund C - Net Income
Category:  US Equity Income
Category Index:  MSCI USA High Dividend Yield NR USD
Growth of 1,000 GBP
Annual Returns (GBP)30/04/2022
 201520162017201820192020202130/04
Price Return2.3336.737.00-0.3422.87-0.6327.474.68
+/- Category-0.690.051.270.792.55-0.340.882.14
+/- Category Index-3.13-0.56-1.20-3.126.291.865.492.58
% Rank in Category28
Trailing Returns (GBP)20/05/2022
   Total Returns   +/- Category   +/- Category Index
1 Day-1.27   -1.50-2.03
1 Week-3.22   -0.010.78
1 Month-4.23   0.12-1.27
3 Months2.15   -0.31-3.33
6 Months0.56   1.35-4.03
YTD-0.78   2.19-1.60
1 Year12.74   0.84-0.39
3 Years Annualised10.84   0.282.08
5 Years Annualised11.25   1.001.93
10 Years Annualised14.34   0.570.75
 
Category: US Equity Income
Category Index: MSCI USA High Dividend Yield NR USD
Quarterly Returns (GBP)30/04/2022
 Quarter 1Quarter 2Quarter 3Quarter 4
20223.93---
20219.994.244.386.51
2020-17.9910.622.866.50
20198.537.505.93-0.58
2018-7.739.807.54-8.53
20172.24-2.670.706.77
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
31 Mar 1831 Mar 1931 Mar 2031 Mar 2131 Mar 22
-3.4417.22-7.1633.2920.45
 
12 Months Total Return %  (Bid to Bid)
 
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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