JPMorgan Funds - US Select Equity Plus Fund D (acc) - USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
|
Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 9.52 | -4.00 | 22.81 | 19.00 | 28.90 | -10.84 | 22.13 | 21.64 |
+/- Category | -0.22 | -2.57 | -0.60 | 4.91 | 2.63 | -1.41 | 4.90 | 7.50 |
+/- Category Index | -1.01 | -4.83 | -2.98 | 2.25 | 1.80 | -1.05 | 3.00 | 5.93 |
% Rank in Category | 59 | 80 | 65 | 16 | 32 | 70 | 11 | 2 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.37 | -0.10 | 0.00 |
1 Week | -0.70 | -0.85 | -0.63 |
1 Month | 0.67 | -0.56 | -0.60 |
3 Months | 4.74 | 0.17 | -1.93 |
6 Months | 19.72 | 5.56 | 3.95 |
YTD | 20.24 | 5.81 | 4.01 |
1 Year | 32.84 | 7.59 | 5.17 |
3 Years Annualised | 13.76 | 3.21 | 2.13 |
5 Years Annualised | 15.14 | 2.80 | 1.64 |
10 Years Annualised | 14.77 | 0.60 | -0.67 |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US Large-Mid NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 14.19 | 6.53 | - | - |
2023 | 4.34 | 7.13 | 2.92 | 6.16 |
2022 | -3.27 | -12.85 | 8.38 | -2.41 |
2021 | 5.15 | 7.42 | 3.90 | 9.84 |
2020 | -12.06 | 20.66 | 6.78 | 5.03 |
2019 | 10.10 | 5.82 | 3.43 | 1.92 |
|
Advertisement |