JPM UK Equity Plus Fund C Perf Net AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 16.87 | -11.73 | 27.50 | -8.10 | 23.68 | -3.30 | 11.08 | 6.47 |
+/- Category | 5.23 | -1.92 | 8.15 | 1.00 | 5.71 | -1.23 | 2.87 | 3.18 |
+/- Category Index | - | - | - | - | - | - | 3.46 | 3.04 |
% Rank in Category | 4 | 83 | 5 | 29 | 4 | 67 | 12 | 2 |
Trailing Returns (GBP) | 26/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.44 | 0.43 | -0.05 |
1 Week | 2.92 | 0.54 | 0.38 |
1 Month | 2.20 | 0.51 | -0.19 |
3 Months | 8.83 | 1.89 | 0.75 |
6 Months | 15.99 | 3.84 | 4.26 |
YTD | 8.54 | 4.41 | 3.37 |
1 Year | 13.73 | 8.21 | 7.52 |
3 Years Annualised | 8.77 | 2.80 | 1.28 |
5 Years Annualised | 7.85 | 3.46 | 3.14 |
10 Years Annualised | - | - | - |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.47 | - | - | - |
2023 | 4.07 | -1.08 | 3.78 | 3.97 |
2022 | -0.74 | -8.55 | -2.32 | 9.06 |
2021 | 7.05 | 6.71 | 3.58 | 4.53 |
2020 | -24.09 | 11.43 | 0.46 | 8.16 |
2019 | 12.47 | 4.85 | 1.19 | 6.85 |
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