JPM UK Equity Plus Fund C Net IncomeRegister 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 | 16.97 | -12.06 | 27.74 | -8.58 | 24.09 | -3.63 | 10.74 | 11.55 |
+/- Category | 5.33 | -2.25 | 8.39 | 0.52 | 6.12 | -1.56 | 2.53 | 3.71 |
+/- Category Index | - | - | - | - | - | - | 3.12 | 2.76 |
% Rank in Category | 4 | 87 | 5 | 34 | 3 | 68 | 13 | 3 |
Trailing Returns (GBP) | 14/06/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.85 | -0.16 | -0.61 |
1 Week | -1.50 | -0.04 | -0.19 |
1 Month | -2.44 | 0.18 | 0.27 |
3 Months | 5.34 | 0.58 | -0.98 |
6 Months | 9.49 | 2.72 | 1.13 |
YTD | 9.35 | 3.52 | 2.35 |
1 Year | 16.65 | 7.31 | 5.62 |
3 Years Annualised | 7.54 | 2.23 | 0.61 |
5 Years Annualised | 7.79 | 2.84 | 2.55 |
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 | 4.09 | -1.24 | 3.70 | 3.88 |
2022 | -0.87 | -8.54 | -2.37 | 8.87 |
2021 | 7.24 | 6.83 | 3.55 | 4.60 |
2020 | -24.15 | 11.41 | -1.29 | 9.59 |
2019 | 12.43 | 4.97 | 1.15 | 7.01 |
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