JPM US Equity Income Fund C2 - Net AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | ||
Price Return | -0.19 | 23.03 | -0.55 | 27.61 | 8.48 | -1.47 | 7.76 | |
+/- Category | 0.94 | 2.71 | -0.26 | 1.02 | 3.55 | -4.90 | -0.23 | |
+/- Category Index | 0.96 | 4.96 | 2.80 | - | -1.96 | -1.04 | -1.89 | |
% Rank in Category | 26 | 30 | 48 | 37 | 31 | 66 | 53 |
Trailing Returns (GBP) | 18/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.22 | 0.05 | -0.01 |
1 Week | -1.90 | -0.15 | 0.00 |
1 Month | -0.11 | -0.21 | -0.63 |
3 Months | 5.85 | 0.28 | -0.72 |
6 Months | 6.79 | -2.00 | -2.34 |
YTD | 3.97 | -0.79 | -1.49 |
1 Year | 6.60 | -5.64 | -1.63 |
3 Years Annualised | 8.13 | -1.38 | -1.07 |
5 Years Annualised | 9.17 | -1.34 | 0.31 |
10 Years Annualised | - | - | - |
Category: US Equity Income | |||
Category Index: Morningstar US High Div Yld NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.76 | - | - | - |
2023 | -6.23 | 0.18 | 1.03 | 3.82 |
2022 | 4.00 | -2.84 | 4.99 | 2.26 |
2021 | 10.04 | 4.28 | 4.37 | 6.55 |
2020 | -18.02 | 10.66 | 2.92 | 6.52 |
2019 | 8.54 | 7.52 | 5.92 | -0.47 |
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