JPMorgan Funds - US Select Equity Plus Fund A (dist) - GBPRegister 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 | 10.88 | -3.72 | 24.57 | 19.58 | 29.95 | -10.85 | 23.59 | 21.96 |
+/- Category | 1.14 | -2.29 | 1.15 | 5.48 | 3.69 | -1.42 | 6.37 | 7.82 |
+/- Category Index | 0.35 | -4.56 | -1.22 | 2.82 | 2.85 | -1.06 | 4.47 | 6.25 |
% Rank in Category | 30 | 78 | 49 | 14 | 18 | 70 | 7 | 2 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.18 | -0.29 | -0.19 |
1 Week | -0.67 | -0.83 | -0.61 |
1 Month | 0.61 | -0.63 | -0.67 |
3 Months | 4.98 | 0.41 | -1.69 |
6 Months | 20.35 | 6.19 | 4.58 |
YTD | 20.42 | 6.00 | 4.19 |
1 Year | 33.49 | 8.24 | 5.82 |
3 Years Annualised | 14.44 | 3.90 | 2.81 |
5 Years Annualised | 15.92 | 3.59 | 2.42 |
10 Years Annualised | 15.67 | 1.50 | 0.23 |
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 | 14.20 | 6.80 | - | - |
2023 | 4.74 | 7.59 | 2.91 | 6.57 |
2022 | -3.13 | -13.02 | 8.96 | -2.90 |
2021 | 5.36 | 7.30 | 4.28 | 10.23 |
2020 | -12.19 | 21.47 | 7.07 | 4.71 |
2019 | 11.06 | 5.91 | 3.55 | 2.27 |
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