JPM US Equity Income Fund B - Net IncomeRegister 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 | 6.73 | -0.68 | 22.40 | -0.98 | 27.02 | 7.94 | -2.00 | 5.25 |
+/- Category | 1.00 | 0.45 | 2.08 | -0.69 | 0.43 | 3.01 | -5.43 | -2.13 |
+/- Category Index | 1.10 | 0.46 | 4.33 | 2.37 | - | -2.50 | -1.56 | -2.90 |
% Rank in Category | 45 | 38 | 35 | 49 | 40 | 35 | 68 | 71 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.28 | 0.19 | -0.12 |
1 Week | 1.35 | 0.78 | -0.08 |
1 Month | 0.62 | -0.94 | -0.47 |
3 Months | 0.91 | -0.19 | -0.88 |
6 Months | 6.05 | -2.62 | -2.25 |
YTD | 5.41 | -2.57 | -2.65 |
1 Year | 12.43 | -4.31 | -4.96 |
3 Years Annualised | 7.02 | -2.34 | -2.47 |
5 Years Annualised | 7.31 | -2.31 | -0.77 |
10 Years Annualised | 11.49 | -0.29 | 0.02 |
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 | 7.67 | -2.26 | - | - |
2023 | -6.37 | 0.07 | 0.87 | 3.69 |
2022 | 3.82 | -2.95 | 4.87 | 2.15 |
2021 | 9.89 | 4.16 | 4.26 | 6.43 |
2020 | -18.08 | 10.53 | 2.75 | 6.43 |
2019 | 8.43 | 7.40 | 5.80 | -0.65 |
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