JP Morgan UK Smaller Companies Fund B Shares Net AccumulationRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 25.18 | -12.30 | 39.76 | 7.40 | 23.95 | -25.55 | 6.82 | 14.21 |
+/- Category | -0.79 | -0.32 | 14.50 | 0.10 | 1.10 | -1.52 | 7.06 | 2.05 |
+/- Category Index | - | - | - | - | - | - | -0.09 | 4.79 |
% Rank in Category | 61 | 46 | 3 | 48 | 47 | 57 | 11 | 28 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.29 | 0.28 | 0.08 |
1 Week | 0.07 | 0.06 | -1.71 |
1 Month | -3.94 | -1.60 | -4.85 |
3 Months | 2.84 | 2.09 | -3.33 |
6 Months | 5.35 | -3.71 | -5.53 |
YTD | 8.92 | -0.15 | -0.17 |
1 Year | 16.57 | 2.46 | 1.41 |
3 Years Annualised | -4.99 | 2.10 | -1.45 |
5 Years Annualised | 6.66 | 2.28 | 4.81 |
10 Years Annualised | 7.46 | 0.85 | 2.28 |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.27 | 3.63 | - | - |
2023 | -1.99 | -0.05 | 0.29 | 8.73 |
2022 | -12.20 | -18.71 | -7.13 | 12.34 |
2021 | 6.37 | 10.52 | 4.18 | 1.21 |
2020 | -30.95 | 17.94 | 10.39 | 19.46 |
2019 | 7.19 | 7.25 | 1.38 | 19.92 |
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