JPM Global Balanced A (acc) - USD (hedged)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 2.36 | 1.66 | 11.87 | 8.00 | 9.71 | -4.81 | 4.30 | 4.51 |
+/- Category | 0.53 | 2.45 | 1.42 | 3.82 | 1.42 | -1.47 | 0.19 | 1.32 |
+/- Category Index | - | - | - | - | 1.19 | -2.26 | -3.09 | 1.15 |
% Rank in Category | 43 | 21 | 32 | 24 | 35 | 64 | 49 | 16 |
Trailing Returns (GBP) | 24/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.53 | -0.04 | -0.49 |
1 Week | -0.77 | 0.11 | -0.10 |
1 Month | -0.25 | -0.24 | -0.32 |
3 Months | 1.61 | -0.41 | -0.38 |
6 Months | 8.91 | 1.41 | 0.98 |
YTD | 4.79 | 0.99 | 0.45 |
1 Year | 8.94 | 1.04 | -1.14 |
3 Years Annualised | 4.43 | 0.07 | -1.25 |
5 Years Annualised | 4.91 | 0.83 | -0.72 |
10 Years Annualised | 8.10 | 1.88 | 0.10 |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.96 | - | - | - |
2023 | 0.76 | -1.21 | 1.70 | 3.03 |
2022 | -2.46 | -2.12 | 5.03 | -5.07 |
2021 | 0.85 | 3.18 | 2.57 | 2.79 |
2020 | -3.51 | 8.77 | 0.28 | 2.63 |
2019 | 4.88 | 5.77 | 5.26 | -4.20 |
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