JPMorgan Funds - US Value Fund A (acc) - USDRegister 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 | 3.23 | -6.11 | 22.41 | -0.71 | 27.73 | 6.11 | 2.74 | 7.03 |
+/- Category | -2.46 | -2.47 | 3.36 | -1.32 | 1.61 | 2.09 | -2.86 | 0.28 |
+/- Category Index | -2.95 | -3.57 | 0.13 | 0.12 | 0.92 | 2.06 | -4.36 | 0.33 |
% Rank in Category | 79 | 76 | 25 | 47 | 39 | 32 | 71 | 40 |
Trailing Returns (GBP) | 02/05/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.25 | 0.99 | -0.38 |
1 Week | 0.15 | 1.88 | 0.57 |
1 Month | -1.60 | 1.63 | 0.61 |
3 Months | 5.42 | 0.04 | 0.92 |
6 Months | 11.46 | -2.00 | -1.48 |
YTD | 6.60 | 0.57 | -0.72 |
1 Year | 12.29 | -2.47 | -5.01 |
3 Years Annualised | 8.46 | -0.45 | -2.10 |
5 Years Annualised | 9.92 | -0.15 | -1.03 |
10 Years Annualised | 10.75 | -0.85 | -1.85 |
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 | 8.79 | - | - | - |
2023 | -4.06 | 1.90 | 2.23 | 2.79 |
2022 | 2.87 | -5.88 | 7.16 | 2.26 |
2021 | 11.68 | 5.24 | 3.20 | 5.31 |
2020 | -21.29 | 13.88 | 2.02 | 8.59 |
2019 | 8.95 | 5.93 | 5.25 | 0.79 |
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