JPM UK Equity Plus Fund C Net AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/05/2024 |
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Annual Returns (GBP) | 31/05/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/05 | |
Price Return | 17.01 | -12.05 | 27.74 | -8.58 | 23.97 | -3.61 | 10.77 | 11.50 |
+/- Category | 5.38 | -2.24 | 8.39 | 0.52 | 6.00 | -1.54 | 2.57 | 3.66 |
+/- Category Index | - | - | - | - | - | - | 3.15 | 2.71 |
% Rank in Category | 4 | 87 | 5 | 34 | 3 | 68 | 13 | 3 |
Trailing Returns (GBP) | 14/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.83 | -0.14 | -0.59 |
1 Week | -1.50 | -0.04 | -0.19 |
1 Month | -2.40 | 0.22 | 0.31 |
3 Months | 5.33 | 0.57 | -0.98 |
6 Months | 9.53 | 2.76 | 1.16 |
YTD | 9.35 | 3.53 | 2.36 |
1 Year | 16.75 | 7.41 | 5.72 |
3 Years Annualised | 7.55 | 2.24 | 0.62 |
5 Years Annualised | 7.78 | 2.84 | 2.54 |
10 Years Annualised | - | - | - |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/05/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.61 | - | - | - |
2023 | 4.05 | -1.20 | 3.71 | 3.91 |
2022 | -0.86 | -8.56 | -2.41 | 8.95 |
2021 | 7.18 | 6.83 | 3.60 | 4.50 |
2020 | -24.12 | 11.48 | -1.38 | 9.59 |
2019 | 12.46 | 5.02 | 1.13 | 6.95 |
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