JPM UK Dynamic Fund C - 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 | 16.63 | -11.84 | 17.24 | -12.90 | 21.10 | -2.07 | 9.93 | 16.50 |
+/- Category | 0.52 | 0.34 | -6.51 | -7.88 | 4.76 | 9.62 | 1.94 | 5.93 |
+/- Category Index | - | - | - | - | - | - | 2.31 | 5.79 |
% Rank in Category | 38 | 48 | 87 | 87 | 17 | 18 | 29 | 6 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.90 | 0.00 | 0.20 |
1 Week | 2.22 | 0.29 | 0.43 |
1 Month | 0.58 | 0.79 | -0.14 |
3 Months | 2.33 | 1.98 | 2.51 |
6 Months | 15.81 | 5.34 | 3.31 |
YTD | 14.59 | 6.31 | 4.81 |
1 Year | 22.16 | 8.96 | 7.54 |
3 Years Annualised | 7.73 | 6.76 | 0.68 |
5 Years Annualised | 7.47 | 2.17 | 1.15 |
10 Years Annualised | 6.99 | 1.46 | 1.05 |
Category: UK Flex-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.78 | 6.52 | - | - |
2023 | 1.30 | 0.00 | 4.89 | 3.46 |
2022 | -0.29 | -8.42 | -3.08 | 10.66 |
2021 | 8.17 | 5.77 | 1.79 | 3.99 |
2020 | -31.39 | 11.50 | -1.42 | 15.50 |
2019 | 8.44 | 2.61 | -0.88 | 6.30 |
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