JPM US Equity Income Fund C - 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 | 6.98 | -0.35 | 22.87 | -0.64 | 27.45 | 8.34 | -1.64 | 5.45 |
+/- Category | 1.25 | 0.78 | 2.55 | -0.35 | 0.87 | 3.41 | -5.07 | -1.93 |
+/- Category Index | 1.35 | 0.79 | 4.79 | 2.71 | - | -2.10 | -1.20 | -2.70 |
% Rank in Category | 39 | 29 | 33 | 49 | 38 | 31 | 67 | 70 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.27 | 0.18 | 0.23 |
1 Week | 1.35 | 0.78 | 0.42 |
1 Month | 0.66 | -0.90 | -1.33 |
3 Months | 1.00 | -0.09 | 0.19 |
6 Months | 6.24 | -2.43 | -1.88 |
YTD | 5.61 | -2.37 | -2.03 |
1 Year | 12.83 | -3.91 | -2.67 |
3 Years Annualised | 7.41 | -1.95 | -1.78 |
5 Years Annualised | 7.69 | -1.92 | -0.38 |
10 Years Annualised | 11.85 | 0.08 | 0.43 |
Category: US Equity Income | |||
Category Index: Morningstar US High Div Yld NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.75 | -2.14 | - | - |
2023 | -6.27 | 0.15 | 0.97 | 3.78 |
2022 | 3.93 | -2.85 | 4.97 | 2.22 |
2021 | 9.98 | 4.26 | 4.37 | 6.50 |
2020 | -18.00 | 10.61 | 2.87 | 6.50 |
2019 | 8.56 | 7.45 | 5.92 | -0.54 |
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