JPMorgan Funds - US Value Fund A (dist) - GBPRegister 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 | 3.44 | -6.76 | 23.20 | -0.98 | 27.82 | 5.31 | 3.14 | 6.87 |
+/- Category | -2.26 | -3.11 | 4.15 | -1.59 | 1.70 | 1.30 | -2.45 | 0.12 |
+/- Category Index | -2.75 | -4.21 | 0.92 | -0.15 | 1.02 | 1.26 | -3.96 | 0.18 |
% Rank in Category | 77 | 81 | 17 | 51 | 37 | 42 | 69 | 46 |
Trailing Returns (GBP) | 03/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.45 | 0.65 | -0.19 |
1 Week | -0.18 | 0.49 | 0.23 |
1 Month | -0.89 | 1.97 | 1.32 |
3 Months | 5.84 | 0.83 | 1.34 |
6 Months | 11.96 | -0.80 | -0.98 |
YTD | 6.87 | 0.63 | -0.45 |
1 Year | 13.70 | -0.98 | -3.60 |
3 Years Annualised | 8.48 | 0.00 | -2.08 |
5 Years Annualised | 9.84 | 0.30 | -1.11 |
10 Years Annualised | 10.67 | -0.41 | -1.94 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Val NR USD |
Quarterly Returns (GBP) | 30/04/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.61 | - | - | - |
2023 | -3.88 | 2.15 | 2.01 | 2.98 |
2022 | 2.86 | -6.27 | 7.57 | 1.55 |
2021 | 11.68 | 4.94 | 3.40 | 5.48 |
2020 | -21.58 | 14.43 | 2.13 | 8.05 |
2019 | 9.71 | 5.76 | 5.20 | 0.93 |
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