JP Morgan UK Smaller Companies Fund C Shares Net IncomeRegister 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 | 25.48 | -12.08 | 40.18 | 7.60 | 24.18 | -25.39 | 7.11 | 16.38 |
+/- Category | -0.49 | -0.10 | 14.92 | 0.31 | 1.32 | -1.36 | 7.35 | 3.16 |
+/- Category Index | - | - | - | - | - | - | 0.20 | 5.80 |
% Rank in Category | 59 | 44 | 3 | 47 | 45 | 56 | 11 | 19 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.74 | 0.74 | -0.24 |
1 Week | 1.40 | -0.31 | -0.58 |
1 Month | -0.24 | 1.23 | 0.28 |
3 Months | 2.67 | 0.56 | 0.40 |
6 Months | 13.35 | 2.07 | 1.18 |
YTD | 12.63 | 2.37 | 5.13 |
1 Year | 21.10 | 6.57 | 7.23 |
3 Years Annualised | -3.69 | 2.65 | 0.46 |
5 Years Annualised | 8.38 | 3.21 | 5.46 |
10 Years Annualised | 8.04 | 1.21 | 3.04 |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.30 | 3.68 | - | - |
2023 | -1.91 | 0.00 | 0.39 | 8.77 |
2022 | -12.17 | -18.63 | -7.11 | 12.39 |
2021 | 6.45 | 10.51 | 4.24 | 1.26 |
2020 | -30.93 | 17.99 | 10.46 | 19.53 |
2019 | 7.26 | 7.32 | 1.43 | 20.06 |
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