JPMorgan Funds - US Value Fund C (acc) - USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 4.13 | -5.23 | 23.53 | 0.19 | 28.96 | 7.04 | 3.69 | 9.03 |
+/- Category | -1.56 | -1.58 | 4.47 | -0.42 | 2.84 | 3.02 | -1.90 | -0.72 |
+/- Category Index | -2.06 | -2.68 | 1.25 | 1.01 | 2.16 | 2.99 | -3.41 | -1.21 |
% Rank in Category | 72 | 71 | 16 | 43 | 29 | 22 | 65 | 66 |
Trailing Returns (GBP) | 25/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -1.32 | -0.39 | -0.36 |
1 Week | 0.85 | -0.36 | -0.42 |
1 Month | -0.96 | -0.33 | -0.33 |
3 Months | 6.45 | -0.77 | 0.44 |
6 Months | 14.09 | -1.05 | -2.11 |
YTD | 6.73 | -0.52 | -1.04 |
1 Year | 12.81 | -2.42 | -4.38 |
3 Years Annualised | 10.01 | 0.53 | -0.78 |
5 Years Annualised | 10.85 | 1.29 | -0.02 |
10 Years Annualised | 11.83 | 0.78 | -0.87 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Val NR USD |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.03 | - | - | - |
2023 | -3.83 | 2.13 | 2.46 | 3.03 |
2022 | 3.10 | -5.67 | 7.41 | 2.47 |
2021 | 11.95 | 5.50 | 3.45 | 5.55 |
2020 | -21.13 | 14.14 | 2.29 | 8.81 |
2019 | 9.16 | 6.16 | 5.51 | 1.03 |
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