JPMorgan Investment Funds - Global Balanced Fund D (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 | 13.75 | -6.41 | 6.17 | 16.05 | 0.67 | -13.67 | 4.98 | 0.45 |
+/- Category | 5.14 | -0.56 | -0.06 | 7.90 | -1.96 | -5.67 | -0.83 | -0.65 |
+/- Category Index | - | - | - | 5.94 | -3.93 | -6.36 | -3.42 | -1.06 |
% Rank in Category | 6 | 59 | 52 | 5 | 70 | 95 | 65 | 67 |
Trailing Returns (GBP) | 17/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.40 | -0.25 | -0.12 |
1 Week | 0.15 | -0.09 | 0.18 |
1 Month | 3.14 | 0.43 | 0.34 |
3 Months | 3.05 | -0.19 | -0.35 |
6 Months | 7.13 | 0.26 | -0.17 |
YTD | 3.13 | -0.41 | -0.94 |
1 Year | 7.80 | -1.14 | -2.33 |
3 Years Annualised | -1.58 | -2.69 | -4.66 |
5 Years Annualised | 2.09 | -0.66 | -2.37 |
10 Years Annualised | 3.55 | -0.26 | -2.24 |
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 | 3.08 | - | - | - |
2023 | 1.72 | -1.42 | -2.00 | 6.83 |
2022 | -5.03 | -8.68 | -2.66 | 2.26 |
2021 | -3.41 | 3.80 | -0.08 | 0.49 |
2020 | -5.95 | 10.96 | 4.27 | 6.65 |
2019 | 2.12 | 6.34 | -0.08 | -2.15 |
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