JPM US Equity 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 | 7.88 | 0.45 | 23.76 | 0.08 | 28.45 | 9.14 | -0.92 | 7.95 |
+/- Category | 2.15 | 1.58 | 3.44 | 0.37 | 1.87 | 4.20 | -4.36 | -0.03 |
+/- Category Index | 2.25 | 1.60 | 5.68 | 3.43 | - | -1.30 | -0.49 | -1.70 |
% Rank in Category | 33 | 19 | 28 | 46 | 33 | 27 | 63 | 49 |
Trailing Returns (GBP) | 30/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.38 | 0.54 | 1.48 |
1 Week | -0.81 | -0.18 | 0.86 |
1 Month | -1.27 | 0.93 | 1.68 |
3 Months | 5.18 | 0.69 | -0.84 |
6 Months | 14.53 | 0.27 | 0.80 |
YTD | 6.59 | 0.69 | 0.17 |
1 Year | 11.39 | -3.66 | -0.40 |
3 Years Annualised | 9.09 | -0.70 | -0.47 |
5 Years Annualised | 10.10 | -0.38 | 1.18 |
10 Years Annualised | 13.11 | 1.38 | 1.58 |
Category: US Equity Income | |||
Category Index: Morningstar US High Div Yld NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.95 | - | - | - |
2023 | -6.09 | 0.34 | 1.13 | 3.97 |
2022 | 4.13 | -2.69 | 5.16 | 2.42 |
2021 | 10.20 | 4.44 | 4.57 | 6.72 |
2020 | -17.86 | 10.85 | 3.02 | 6.69 |
2019 | 8.72 | 7.70 | 6.12 | -0.40 |
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