JPM Multi-Asset Income Fund X - 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 | 9.25 | -5.30 | 13.37 | 1.99 | 10.09 | -11.30 | 7.64 | 2.18 |
+/- Category | 1.80 | 0.18 | 0.96 | -2.09 | 2.02 | -0.84 | 0.11 | -0.75 |
+/- Category Index | - | - | - | -3.30 | 2.09 | -2.04 | -1.62 | -1.45 |
% Rank in Category | 21 | 49 | 34 | 67 | 23 | 67 | 48 | 74 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.19 | -0.22 | -0.79 |
1 Week | 0.77 | 0.11 | -0.34 |
1 Month | -1.82 | -0.80 | -1.27 |
3 Months | 0.51 | -1.73 | -2.58 |
6 Months | 10.06 | 0.59 | -0.64 |
YTD | 0.06 | -1.31 | -2.56 |
1 Year | 4.27 | -1.98 | -4.48 |
3 Years Annualised | -0.04 | -0.67 | -2.23 |
5 Years Annualised | 2.43 | -0.25 | -1.52 |
10 Years Annualised | 3.53 | -0.26 | -1.87 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.18 | - | - | - |
2023 | 2.00 | 0.27 | -1.62 | 6.98 |
2022 | -3.12 | -8.64 | -4.62 | 5.07 |
2021 | 3.50 | 3.64 | 0.31 | 2.31 |
2020 | -16.26 | 9.25 | 3.00 | 8.22 |
2019 | 6.61 | 2.77 | 1.42 | 2.03 |
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