JPMorgan Funds - US Value Fund I (acc) - 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 | 4.16 | -5.23 | 23.57 | 0.23 | 28.97 | 7.09 | 3.73 | 10.63 |
+/- Category | -1.53 | -1.58 | 4.52 | -0.38 | 2.85 | 3.07 | -1.87 | 0.54 |
+/- Category Index | -2.03 | -2.68 | 1.29 | 1.06 | 2.16 | 3.04 | -3.37 | -1.67 |
% Rank in Category | 71 | 71 | 16 | 43 | 29 | 22 | 65 | 40 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.53 | 0.62 | -0.26 |
1 Week | -0.49 | -0.86 | -1.98 |
1 Month | 0.61 | 0.54 | -0.06 |
3 Months | -1.54 | 0.78 | -2.21 |
6 Months | 5.80 | 0.62 | -1.84 |
YTD | 8.14 | 1.46 | -2.18 |
1 Year | 11.96 | 0.90 | -3.22 |
3 Years Annualised | 8.37 | 0.84 | -1.54 |
5 Years Annualised | 10.09 | 1.35 | 0.09 |
10 Years Annualised | 11.59 | 0.78 | -0.90 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.03 | -0.56 | - | - |
2023 | -3.82 | 2.14 | 2.46 | 3.05 |
2022 | 3.11 | -5.66 | 7.43 | 2.48 |
2021 | 11.93 | 5.52 | 3.45 | 5.55 |
2020 | -21.12 | 14.15 | 2.27 | 8.85 |
2019 | 9.20 | 6.16 | 5.50 | 1.04 |
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