JPM Multi-Asset Income Fund X - Net AccumulationRegister 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 | 9.25 | -5.30 | 13.37 | 1.99 | 10.09 | -11.30 | 7.64 | 5.82 |
+/- Category | 1.80 | 0.18 | 0.96 | -2.09 | 2.02 | -0.84 | 0.11 | 0.76 |
+/- Category Index | - | - | - | -3.30 | 2.09 | -2.04 | -1.62 | -0.54 |
% Rank in Category | 21 | 49 | 34 | 67 | 23 | 67 | 48 | 28 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.67 | 0.52 | 0.33 |
1 Week | 1.47 | 0.35 | -0.20 |
1 Month | 0.36 | 0.86 | -0.01 |
3 Months | 3.37 | 2.85 | 1.69 |
6 Months | 7.31 | 2.82 | 1.47 |
YTD | 6.08 | 1.92 | -0.15 |
1 Year | 11.28 | 2.08 | -0.74 |
3 Years Annualised | 0.88 | 0.40 | -1.37 |
5 Years Annualised | 3.35 | 0.41 | -0.74 |
10 Years Annualised | 3.87 | -0.14 | -1.63 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.18 | 2.07 | - | - |
2023 | 2.00 | 0.27 | -1.62 | 6.98 |
2022 | -3.12 | -8.64 | -4.62 | 5.07 |
2021 | 3.50 | 3.64 | 0.31 | 2.31 |
2020 | -16.26 | 9.25 | 3.00 | 8.22 |
2019 | 6.61 | 2.77 | 1.42 | 2.03 |
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