JP Morgan UK Smaller Companies Fund C Shares Net AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/10/2024 |
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Annual Returns (GBP) | 31/10/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/10 | |
Price Return | 25.46 | -12.08 | 40.12 | 7.64 | 24.20 | -25.37 | 7.11 | 9.51 |
+/- Category | -0.50 | -0.10 | 14.87 | 0.35 | 1.35 | -1.34 | 7.35 | 2.76 |
+/- Category Index | - | - | - | - | - | - | 0.21 | 4.68 |
% Rank in Category | 59 | 43 | 3 | 47 | 45 | 56 | 10 | 24 |
Trailing Returns (GBP) | 21/11/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.66 | -0.40 | -1.33 |
1 Week | -2.24 | -1.61 | -1.31 |
1 Month | -2.10 | 0.23 | 2.24 |
3 Months | -4.78 | 1.05 | 0.18 |
6 Months | -3.01 | 1.54 | -0.05 |
YTD | 7.78 | 2.16 | 4.23 |
1 Year | 15.46 | 3.17 | 3.95 |
3 Years Annualised | -4.45 | 2.63 | 0.15 |
5 Years Annualised | 5.42 | 2.42 | 5.15 |
10 Years Annualised | 7.95 | 1.20 | 3.46 |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 31/10/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.33 | 3.70 | 0.69 | - |
2023 | -1.91 | 0.00 | 0.37 | 8.79 |
2022 | -12.15 | -18.66 | -7.09 | 12.41 |
2021 | 6.41 | 10.58 | 4.24 | 1.25 |
2020 | -30.91 | 17.98 | 10.48 | 19.53 |
2019 | 7.28 | 7.30 | 1.44 | 20.00 |
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