JPMorgan Funds - US Select Equity Plus Fund A (dist) - USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 10.57 | -3.09 | 23.69 | 19.89 | 29.87 | -10.21 | 23.02 | 22.09 |
+/- Category | 0.84 | -1.67 | 0.27 | 5.79 | 3.61 | -0.78 | 5.79 | 7.95 |
+/- Category Index | 0.05 | -3.93 | -2.10 | 3.13 | 2.78 | -0.42 | 3.89 | 6.38 |
% Rank in Category | 39 | 74 | 57 | 13 | 19 | 63 | 8 | 2 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.37 | -0.10 | 0.00 |
1 Week | -0.67 | -0.83 | -0.61 |
1 Month | 0.74 | -0.49 | -0.53 |
3 Months | 4.93 | 0.36 | -1.74 |
6 Months | 20.16 | 6.00 | 4.39 |
YTD | 20.73 | 6.30 | 4.49 |
1 Year | 33.83 | 8.58 | 6.16 |
3 Years Annualised | 14.60 | 4.06 | 2.97 |
5 Years Annualised | 15.99 | 3.65 | 2.49 |
10 Years Annualised | 15.73 | 1.56 | 0.29 |
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 | 14.39 | 6.73 | - | - |
2023 | 4.51 | 7.34 | 3.09 | 6.37 |
2022 | -3.14 | -12.64 | 8.53 | -2.23 |
2021 | 5.32 | 7.64 | 4.10 | 10.05 |
2020 | -11.89 | 20.90 | 6.98 | 5.21 |
2019 | 10.29 | 5.98 | 3.65 | 2.10 |
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