JPMorgan Investment Funds - Income Opportunity Fund I (perf) (acc) - USDRegister 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 | -6.03 | 6.56 | 0.21 | -1.63 | 1.49 | 13.28 | -0.71 | 3.76 |
+/- Category | -3.10 | 2.68 | -4.59 | -4.44 | 0.89 | 11.46 | -1.25 | 1.33 |
+/- Category Index | -0.48 | 0.21 | -4.24 | -5.80 | 2.19 | 15.30 | -0.09 | 3.51 |
% Rank in Category | 83 | 15 | 89 | 88 | 44 | 1 | 72 | 19 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.13 | 0.07 | 0.31 |
1 Week | -1.06 | -0.45 | -0.39 |
1 Month | -1.85 | -0.45 | 0.13 |
3 Months | -2.98 | -2.04 | -2.48 |
6 Months | 1.02 | 0.71 | 2.16 |
YTD | 1.32 | 0.87 | 2.48 |
1 Year | 7.10 | -0.08 | 2.41 |
3 Years Annualised | 5.28 | 3.36 | 6.02 |
5 Years Annualised | 1.62 | 0.54 | 2.32 |
10 Years Annualised | 5.14 | 0.05 | 0.83 |
Category: USD Flexible Bond | |||
Category Index: Morningstar US Core Bd TR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.33 | 1.40 | - | - |
2023 | -1.89 | -1.31 | 5.75 | -3.03 |
2022 | 2.72 | 8.11 | 9.19 | -6.58 |
2021 | -0.62 | 0.07 | 2.63 | -0.56 |
2020 | 2.96 | 3.85 | -3.36 | -4.80 |
2019 | -0.04 | 3.30 | 3.72 | -6.42 |
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