JPMorgan Funds - US Value Fund A (acc) - EURRegister 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 | 3.27 | -6.36 | 22.35 | -1.12 | 28.38 | 5.67 | 2.67 | 7.09 |
+/- Category | -2.43 | -2.72 | 3.29 | -1.73 | 2.25 | 1.66 | -2.92 | 0.34 |
+/- Category Index | -2.92 | -3.82 | 0.06 | -0.30 | 1.57 | 1.62 | -4.43 | 0.40 |
% Rank in Category | 79 | 78 | 25 | 53 | 34 | 36 | 72 | - |
Trailing Returns (GBP) | 30/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.35 | -0.03 | -0.30 |
1 Week | -0.54 | 0.24 | 1.45 |
1 Month | -1.76 | 0.42 | 1.72 |
3 Months | 6.23 | -0.22 | 1.90 |
6 Months | 14.99 | -0.51 | 1.15 |
YTD | 7.09 | -0.03 | 0.45 |
1 Year | 13.14 | -2.08 | -2.33 |
3 Years Annualised | 8.66 | -0.17 | -1.67 |
5 Years Annualised | 9.92 | 0.39 | -0.93 |
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 | 9.01 | - | - | - |
2023 | -4.15 | 2.07 | 2.38 | 2.51 |
2022 | 2.93 | -5.83 | 7.02 | 1.87 |
2021 | 12.12 | 4.96 | 3.37 | 5.53 |
2020 | -21.22 | 13.90 | 2.06 | 7.98 |
2019 | 8.93 | 5.93 | 5.18 | 0.81 |
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