JPMorgan Investment Funds - Income Opportunity Fund X (perf) (acc) - USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | -5.49 | 7.17 | 0.88 | -1.01 | 2.09 | 13.92 | -0.16 | 2.97 |
+/- Category | -2.56 | 3.29 | -3.93 | -3.83 | 1.49 | 12.10 | -0.70 | 0.50 |
+/- Category Index | 0.06 | 0.82 | -3.57 | -5.19 | 2.79 | 15.94 | 0.47 | 2.01 |
% Rank in Category | 72 | 8 | 87 | 88 | 34 | 1 | 66 | 31 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.24 | -0.21 | -0.17 |
1 Week | -0.93 | -0.48 | -0.72 |
1 Month | 1.47 | -0.99 | -1.91 |
3 Months | -0.84 | -2.01 | -3.45 |
6 Months | 0.53 | -1.60 | -2.12 |
YTD | 2.99 | 0.13 | 0.62 |
1 Year | 4.63 | -2.14 | -1.86 |
3 Years Annualised | 6.31 | 3.60 | 5.91 |
5 Years Annualised | 1.76 | 0.95 | 2.96 |
10 Years Annualised | 5.63 | 0.55 | 1.31 |
Category: USD Flexible Bond | |||
Category Index: Morningstar US Core Bd TR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.48 | 1.54 | - | - |
2023 | -1.76 | -1.17 | 5.90 | -2.89 |
2022 | 2.87 | 8.25 | 9.34 | -6.45 |
2021 | -0.49 | 0.23 | 2.77 | -0.40 |
2020 | 3.11 | 3.99 | -3.19 | -4.64 |
2019 | 0.12 | 3.47 | 3.89 | -6.26 |
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