JPM US Equity Income Fund B - Net AccumulationRegister 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 | 6.68 | -0.70 | 22.44 | -0.99 | 27.01 | 7.99 | -2.00 | 3.10 |
+/- Category | 0.95 | 0.43 | 2.12 | -0.70 | 0.43 | 3.06 | -5.43 | -0.50 |
+/- Category Index | 1.05 | 0.45 | 4.37 | 2.36 | - | -2.45 | -1.57 | -0.95 |
% Rank in Category | 46 | 39 | 35 | 49 | 41 | 34 | 68 | 61 |
Trailing Returns (GBP) | 28/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.61 | 0.75 | 1.13 |
1 Week | 2.14 | 0.62 | 0.97 |
1 Month | 4.48 | 0.08 | -0.77 |
3 Months | 8.11 | -0.39 | -0.55 |
6 Months | 11.33 | -2.80 | -6.92 |
YTD | 7.67 | -0.56 | -0.99 |
1 Year | 14.17 | -5.49 | -2.83 |
3 Years Annualised | 10.06 | -2.19 | 1.80 |
5 Years Annualised | 10.21 | -1.89 | 0.81 |
10 Years Annualised | 12.04 | -0.02 | 3.22 |
Category: US Equity Income | |||
Category Index: Morningstar US High Div Yld NR USD |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | -6.36 | 0.05 | 0.88 | 3.69 |
2022 | 3.82 | -2.94 | 4.87 | 2.19 |
2021 | 9.89 | 4.15 | 4.29 | 6.42 |
2020 | -18.07 | 10.50 | 2.76 | 6.43 |
2019 | 8.46 | 7.37 | 5.85 | -0.67 |
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