JPM UK Equity Core Fund E - Net AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/09/2024 |
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Annual Returns (GBP) | 30/09/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/09 | |
Price Return | 13.28 | -10.60 | 20.87 | -9.63 | 19.25 | 0.73 | 7.48 | 10.47 |
+/- Category | 1.64 | -0.78 | 1.53 | -0.53 | 1.28 | 2.80 | -0.73 | 1.01 |
+/- Category Index | - | - | - | - | - | - | -0.15 | 0.53 |
% Rank in Category | 23 | 71 | 30 | 44 | 15 | 39 | 67 | 21 |
Trailing Returns (GBP) | 23/10/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.04 | 0.07 | 0.60 |
1 Week | -1.09 | -0.64 | -0.29 |
1 Month | 0.45 | 0.02 | 0.31 |
3 Months | 1.01 | -0.36 | -1.05 |
6 Months | 4.74 | -0.30 | -0.47 |
YTD | 10.55 | 1.33 | 0.33 |
1 Year | 18.41 | 0.45 | 0.92 |
3 Years Annualised | 7.02 | 1.32 | -0.31 |
5 Years Annualised | 6.57 | 1.15 | 0.88 |
10 Years Annualised | 7.00 | 0.87 | 0.63 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/09/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.01 | 4.71 | 1.43 | - |
2023 | 2.68 | -0.54 | 2.51 | 2.67 |
2022 | 1.24 | -5.72 | -3.37 | 9.21 |
2021 | 6.04 | 5.51 | 3.03 | 3.45 |
2020 | -26.07 | 11.73 | -2.05 | 11.69 |
2019 | 9.50 | 3.80 | 1.56 | 4.71 |
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