JPM UK Equity Plus Fund S Net IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/04/2024 |
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Annual Returns (GBP) | 30/04/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 30/04 | |||
Price Return | 27.52 | -8.26 | 24.38 | -16.84 | 11.18 | 9.84 | ||
+/- Category | 8.17 | 0.84 | 6.41 | -14.77 | 2.97 | 4.34 | ||
+/- Category Index | - | - | - | - | 3.56 | 3.70 | ||
% Rank in Category | 5 | 31 | 3 | 95 | 10 | 1 |
Trailing Returns (GBP) | 31/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.77 | 0.22 | 0.21 |
1 Week | 0.00 | 0.49 | 0.35 |
1 Month | 1.72 | -0.24 | -0.77 |
3 Months | 10.07 | 1.58 | -0.21 |
6 Months | 15.19 | 2.74 | 1.69 |
YTD | 11.73 | 4.18 | 2.95 |
1 Year | 21.73 | 8.59 | 6.26 |
3 Years Annualised | 3.61 | -2.84 | -4.47 |
5 Years Annualised | 5.93 | 0.20 | -0.16 |
10 Years Annualised | - | - | - |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.72 | - | - | - |
2023 | 4.08 | -1.07 | 3.85 | 3.98 |
2022 | -0.75 | -21.34 | -2.30 | 9.04 |
2021 | 7.27 | 6.95 | 3.60 | 4.64 |
2020 | -24.07 | 11.54 | -1.30 | 9.74 |
2019 | 12.48 | 4.77 | 1.04 | 7.10 |
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