JPM Multi-Asset Income Fund X - Net IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |||
Price Return | 13.42 | 2.00 | 10.08 | -11.38 | 7.65 | 8.03 | ||
+/- Category | 1.00 | -2.09 | 2.02 | -0.92 | 0.12 | 2.15 | ||
+/- Category Index | - | -3.29 | 2.09 | -2.12 | -1.61 | 1.05 | ||
% Rank in Category | 34 | 67 | 24 | 68 | 48 | 9 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.30 | 0.15 | 0.25 |
1 Week | 1.36 | 0.27 | 0.43 |
1 Month | 1.74 | 1.00 | 1.28 |
3 Months | 4.73 | 2.17 | 2.48 |
6 Months | 7.51 | 2.95 | 2.09 |
YTD | 8.75 | 2.69 | 1.56 |
1 Year | 13.54 | 3.00 | 1.80 |
3 Years Annualised | 1.68 | 0.58 | -0.98 |
5 Years Annualised | 3.57 | 0.45 | -0.48 |
10 Years Annualised | - | - | - |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.26 | 2.02 | - | - |
2023 | 2.01 | 0.31 | -1.68 | 7.00 |
2022 | -3.13 | -8.67 | -4.63 | 5.04 |
2021 | 3.46 | 3.65 | 0.25 | 2.40 |
2020 | -16.28 | 9.27 | 2.99 | 8.26 |
2019 | 6.62 | 2.72 | 1.50 | 2.02 |
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