JPMorgan Funds - US Value Fund C (dist) - GBPRegister 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 | 3.78 | -5.82 | 24.47 | 0.01 | 29.10 | 6.38 | 4.19 | 10.51 |
+/- Category | -1.91 | -2.17 | 5.41 | -0.60 | 2.97 | 2.36 | -1.41 | 0.42 |
+/- Category Index | -2.41 | -3.27 | 2.19 | 0.83 | 2.29 | 2.33 | -2.91 | -1.79 |
% Rank in Category | 75 | 74 | 11 | 44 | 27 | 28 | 64 | 42 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.48 | 0.57 | -0.31 |
1 Week | -0.51 | -0.89 | -2.00 |
1 Month | 0.51 | 0.44 | -0.16 |
3 Months | -1.58 | 0.74 | -2.25 |
6 Months | 5.81 | 0.63 | -1.83 |
YTD | 8.01 | 1.33 | -2.31 |
1 Year | 11.64 | 0.59 | -3.53 |
3 Years Annualised | 8.28 | 0.75 | -1.63 |
5 Years Annualised | 10.04 | 1.30 | 0.05 |
10 Years Annualised | 11.45 | 0.63 | -1.05 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.87 | -0.49 | - | - |
2023 | -3.64 | 2.41 | 2.28 | 3.23 |
2022 | 3.12 | -6.03 | 7.83 | 1.81 |
2021 | 11.95 | 5.20 | 3.65 | 5.75 |
2020 | -21.37 | 14.70 | 2.38 | 8.31 |
2019 | 10.00 | 6.03 | 5.46 | 1.20 |
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