JPM UK Dynamic Fund B - Net AccumulationRegister 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 | 16.30 | -12.12 | 16.95 | -13.14 | 20.67 | -2.40 | 9.50 | 12.17 |
+/- Category | 0.18 | 0.06 | -6.80 | -8.12 | 4.34 | 9.28 | 1.51 | 5.65 |
+/- Category Index | - | - | - | - | - | - | 1.88 | 4.88 |
% Rank in Category | 41 | 49 | 89 | 87 | 20 | 19 | 34 | 6 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.14 | 0.10 | 0.92 |
1 Week | 0.39 | -0.48 | 0.29 |
1 Month | 3.67 | 0.96 | 2.60 |
3 Months | 6.36 | 0.70 | 2.09 |
6 Months | 14.92 | 4.02 | 4.88 |
YTD | 13.58 | 4.99 | 5.44 |
1 Year | 24.26 | 9.39 | 9.31 |
3 Years Annualised | 8.90 | 6.37 | 1.04 |
5 Years Annualised | 5.92 | 1.46 | 0.95 |
10 Years Annualised | 6.57 | 0.87 | 0.75 |
Category: UK Flex-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.62 | 6.20 | - | - |
2023 | 1.19 | -0.13 | 4.83 | 3.36 |
2022 | -0.34 | -8.57 | -3.11 | 10.55 |
2021 | 8.03 | 5.66 | 1.72 | 3.93 |
2020 | -31.46 | 11.42 | -1.47 | 15.43 |
2019 | 8.37 | 2.53 | -0.95 | 6.26 |
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