JPMorgan Funds - US Select Equity Plus Fund C (dist) - GBPRegister 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 | 11.74 | -2.79 | 25.70 | 20.76 | 31.16 | -9.98 | 24.74 | 19.53 |
+/- Category | 2.00 | -1.36 | 2.28 | 6.66 | 4.90 | -0.55 | 7.51 | 6.09 |
+/- Category Index | 1.21 | -3.62 | -0.10 | 4.01 | 4.06 | -0.19 | 5.61 | 4.28 |
% Rank in Category | 18 | 71 | 35 | 11 | 11 | 58 | 5 | 2 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.32 | -0.15 | -1.08 |
1 Week | 0.92 | -1.09 | -1.93 |
1 Month | -1.84 | 0.50 | 0.09 |
3 Months | 2.25 | 1.99 | 0.31 |
6 Months | 9.40 | 3.74 | 1.41 |
YTD | 18.62 | 7.35 | 5.05 |
1 Year | 27.96 | 8.47 | 5.87 |
3 Years Annualised | 13.95 | 5.23 | 4.19 |
5 Years Annualised | 16.64 | 4.79 | 3.83 |
10 Years Annualised | 16.31 | 2.40 | 1.30 |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US Large-Mid NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 14.47 | 7.05 | - | - |
2023 | 4.95 | 7.86 | 3.15 | 6.81 |
2022 | -2.88 | -12.81 | 9.19 | -2.64 |
2021 | 5.58 | 7.54 | 4.55 | 10.49 |
2020 | -11.98 | 21.79 | 7.33 | 4.96 |
2019 | 11.30 | 6.12 | 3.86 | 2.47 |
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