JPMorgan Investment Funds - Global Dividend Fund A (dist) - 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 | 10.16 | -4.32 | 21.47 | 10.11 | 22.99 | 2.21 | 8.03 | 7.89 |
+/- Category | 1.32 | 1.59 | 4.55 | 8.22 | 4.73 | 2.98 | 0.75 | -0.16 |
+/- Category Index | - | - | - | - | 2.64 | -4.60 | 3.27 | -1.77 |
% Rank in Category | 34 | 36 | 15 | 12 | 12 | 35 | 45 | 50 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.60 | 0.63 | 0.16 |
1 Week | 0.42 | -1.08 | -1.49 |
1 Month | -0.52 | 0.09 | -0.78 |
3 Months | -0.39 | 1.13 | 0.47 |
6 Months | 4.92 | 0.02 | -1.82 |
YTD | 7.06 | 1.09 | -0.43 |
1 Year | 12.47 | 1.57 | -0.36 |
3 Years Annualised | 7.96 | 1.88 | -0.03 |
5 Years Annualised | 10.17 | 2.86 | 2.16 |
10 Years Annualised | 11.11 | 2.11 | 2.01 |
Category: Global Equity Income | |||
Category Index: Morningstar Gbl High Div Yld NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.46 | 1.71 | - | - |
2023 | 3.34 | -0.60 | 0.43 | 4.72 |
2022 | 1.00 | -6.26 | 3.26 | 4.55 |
2021 | 5.98 | 5.77 | 2.02 | 7.55 |
2020 | -15.25 | 14.26 | 3.03 | 10.35 |
2019 | 9.25 | 7.23 | 4.01 | -0.31 |
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