JPMorgan Funds - US Value Fund A (dist) - USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 29/02/2024 |
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Annual Returns (GBP) | 29/02/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 29/02 | |
Price Return | 3.25 | -6.13 | 22.42 | -0.72 | 27.76 | 6.07 | 2.74 | 4.45 |
+/- Category | -2.45 | -2.48 | 3.37 | -1.33 | 1.64 | 2.05 | -2.85 | 0.22 |
+/- Category Index | -2.94 | -3.59 | 0.14 | 0.10 | 0.95 | 2.02 | -4.35 | -0.86 |
% Rank in Category | 79 | 77 | 25 | 47 | 38 | 32 | 71 | 37 |
Trailing Returns (GBP) | 27/03/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.29 | -0.27 | -1.06 |
1 Week | 1.61 | -0.44 | -0.27 |
1 Month | 3.90 | -1.23 | -1.00 |
3 Months | 8.30 | -0.47 | -1.72 |
6 Months | 10.81 | -2.02 | -3.70 |
YTD | 7.73 | -0.84 | -2.15 |
1 Year | 16.72 | -2.08 | -5.38 |
3 Years Annualised | 10.48 | -0.05 | -1.94 |
5 Years Annualised | 11.19 | 0.35 | -1.33 |
10 Years Annualised | 10.90 | -0.24 | -2.01 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Val NR USD |
Quarterly Returns (GBP) | 29/02/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2023 | -4.05 | 1.89 | 2.22 | 2.81 |
2022 | 2.87 | -5.89 | 7.17 | 2.23 |
2021 | 11.69 | 5.26 | 3.19 | 5.32 |
2020 | -21.31 | 13.91 | 2.01 | 8.57 |
2019 | 8.95 | 5.92 | 5.22 | 0.81 |
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