JP Morgan UK Smaller Companies Fund C Shares Net AccumulationRegister 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 | 25.46 | -12.08 | 40.12 | 7.64 | 24.20 | -25.37 | 7.11 | 4.33 |
+/- Category | -0.50 | -0.10 | 14.87 | 0.35 | 1.35 | -1.34 | 7.35 | 3.10 |
+/- Category Index | - | - | - | - | - | - | 0.21 | 3.64 |
% Rank in Category | 59 | 43 | 3 | 47 | 45 | 56 | 10 | 9 |
Trailing Returns (GBP) | 17/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.28 | 0.25 | 0.21 |
1 Week | -1.63 | -0.81 | 0.82 |
1 Month | 0.22 | -1.29 | 1.01 |
3 Months | 7.51 | 3.31 | 4.78 |
6 Months | 18.10 | 5.10 | 8.29 |
YTD | 3.68 | 2.07 | 6.07 |
1 Year | 10.93 | 8.07 | 10.11 |
3 Years Annualised | -3.19 | 2.97 | 2.12 |
5 Years Annualised | 6.46 | 3.45 | 6.73 |
10 Years Annualised | 6.71 | 1.15 | 2.99 |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.33 | - | - | - |
2023 | -1.91 | 0.00 | 0.37 | 8.79 |
2022 | -12.15 | -18.66 | -7.09 | 12.41 |
2021 | 6.41 | 10.58 | 4.24 | 1.25 |
2020 | -30.91 | 17.98 | 10.48 | 19.53 |
2019 | 7.28 | 7.30 | 1.44 | 20.00 |
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