JPM Global Balanced C (acc) - USD (hedged)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
|
Annual Returns (GBP) | 30/04/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |
Price Return | 3.13 | 2.43 | 12.71 | 8.82 | 10.53 | -4.12 | 5.07 | 4.77 |
+/- Category | 1.30 | 3.22 | 2.27 | 4.63 | 2.23 | -0.78 | 0.96 | 1.58 |
+/- Category Index | - | - | - | - | 2.01 | -1.57 | -2.32 | 1.41 |
% Rank in Category | 37 | 13 | 24 | 18 | 27 | 58 | 39 | 13 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.45 | -0.15 | -0.17 |
1 Week | -0.83 | -0.26 | -0.30 |
1 Month | 1.13 | -0.63 | -0.46 |
3 Months | 2.83 | -0.08 | 0.05 |
6 Months | 8.85 | 1.37 | 1.27 |
YTD | 5.91 | 1.15 | 0.87 |
1 Year | 10.75 | 1.47 | -0.03 |
3 Years Annualised | 5.61 | 0.82 | -0.46 |
5 Years Annualised | 5.86 | 1.57 | 0.07 |
10 Years Annualised | 9.05 | 2.70 | 0.93 |
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 | 6.15 | - | - | - |
2023 | 0.95 | -1.03 | 1.89 | 3.22 |
2022 | -2.28 | -1.94 | 5.22 | -4.90 |
2021 | 1.04 | 3.38 | 2.76 | 2.98 |
2020 | -3.34 | 8.97 | 0.47 | 2.82 |
2019 | 5.07 | 5.97 | 5.46 | -4.02 |
|
Advertisement |