JPMorgan Investment Funds - Global Balanced Fund X (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 | 16.10 | -4.46 | 8.36 | 18.46 | 2.75 | -11.90 | 7.14 | 1.15 |
+/- Category | 7.49 | 1.38 | 2.13 | 10.32 | 0.12 | -3.89 | 1.33 | 0.05 |
+/- Category Index | - | - | - | 8.36 | -1.85 | -4.59 | -1.26 | -0.37 |
% Rank in Category | 3 | 31 | 28 | 3 | 49 | 87 | 33 | 50 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.40 | -0.24 | -0.11 |
1 Week | 0.19 | -0.05 | 0.23 |
1 Month | 3.31 | 0.60 | 0.51 |
3 Months | 3.58 | 0.34 | 0.18 |
6 Months | 8.23 | 1.35 | 0.93 |
YTD | 3.94 | 0.41 | -0.12 |
1 Year | 10.04 | 1.09 | -0.10 |
3 Years Annualised | 0.45 | -0.65 | -2.63 |
5 Years Annualised | 4.20 | 1.45 | -0.26 |
10 Years Annualised | - | - | - |
Category: EUR Moderate Allocation - Global | |||
Category Index: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.60 | - | - | - |
2023 | 2.24 | -0.92 | -1.50 | 7.37 |
2022 | -4.55 | -8.22 | -2.15 | 2.77 |
2021 | -2.92 | 4.33 | 0.44 | 1.00 |
2020 | -5.47 | 11.53 | 4.80 | 7.21 |
2019 | 2.62 | 6.89 | 0.45 | -1.65 |
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