JPM US Equity Income Fund B - Net AccumulationRegister 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 | 6.68 | -0.70 | 22.44 | -0.99 | 27.01 | 7.99 | -2.00 | 8.73 |
+/- Category | 0.95 | 0.43 | 2.12 | -0.70 | 0.43 | 3.06 | -5.43 | -1.36 |
+/- Category Index | 1.05 | 0.45 | 4.37 | 2.36 | - | -2.45 | -1.57 | -2.62 |
% Rank in Category | 46 | 39 | 35 | 49 | 41 | 34 | 68 | 77 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.45 | 0.40 | -0.39 |
1 Week | 0.89 | -0.10 | -0.19 |
1 Month | 1.35 | 0.70 | 0.31 |
3 Months | -1.07 | -1.05 | -0.72 |
6 Months | 5.42 | -0.86 | -2.06 |
YTD | 6.56 | -1.78 | -2.20 |
1 Year | 9.11 | -4.19 | -3.24 |
3 Years Annualised | 6.33 | -2.33 | -2.31 |
5 Years Annualised | 7.34 | -2.17 | -0.78 |
10 Years Annualised | 11.54 | -0.21 | 0.10 |
Category: US Equity Income | |||
Category Index: Morningstar US High Div Yld NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 7.67 | -2.23 | - | - |
2023 | -6.36 | 0.05 | 0.88 | 3.69 |
2022 | 3.82 | -2.94 | 4.87 | 2.19 |
2021 | 9.89 | 4.15 | 4.29 | 6.42 |
2020 | -18.07 | 10.50 | 2.76 | 6.43 |
2019 | 8.46 | 7.37 | 5.85 | -0.67 |
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