JPMorgan Funds - US Value Fund C (acc) - EURRegister 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 | 4.26 | -5.42 | 23.61 | -0.13 | 29.61 | 6.61 | 3.63 | 7.43 |
+/- Category | -1.43 | -1.78 | 4.56 | -0.74 | 3.48 | 2.60 | -1.97 | 0.68 |
+/- Category Index | -1.93 | -2.88 | 1.33 | 0.69 | 2.80 | 2.56 | -3.47 | 0.73 |
% Rank in Category | 70 | 72 | 16 | 45 | 24 | 25 | 66 | 34 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.51 | 0.30 | 0.36 |
1 Week | -0.13 | 0.83 | 0.66 |
1 Month | -0.61 | 1.37 | 1.04 |
3 Months | 6.26 | 0.75 | 1.61 |
6 Months | 12.79 | -0.10 | -1.06 |
YTD | 7.73 | 1.00 | 0.24 |
1 Year | 15.02 | -0.80 | -4.12 |
3 Years Annualised | 9.65 | 0.88 | -0.88 |
5 Years Annualised | 11.09 | 1.43 | 0.14 |
10 Years Annualised | - | - | - |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Val NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.26 | - | - | - |
2023 | -3.93 | 2.31 | 2.62 | 2.74 |
2022 | 3.15 | -5.62 | 7.26 | 2.10 |
2021 | 12.40 | 5.22 | 3.60 | 5.78 |
2020 | -21.03 | 14.18 | 2.32 | 8.25 |
2019 | 9.22 | 6.19 | 5.46 | 1.06 |
|
Advertisement |