JPMorgan Funds - US Value Fund C (dist) - USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
|
Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 4.11 | -5.26 | 23.55 | 0.19 | 29.00 | 7.04 | 3.67 | 8.40 |
+/- Category | -1.59 | -1.62 | 4.49 | -0.42 | 2.87 | 3.02 | -1.92 | 0.94 |
+/- Category Index | -2.08 | -2.72 | 1.27 | 1.01 | 2.19 | 2.99 | -3.43 | -1.38 |
% Rank in Category | 72 | 71 | 16 | 43 | 29 | 22 | 66 | 38 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.57 | -0.02 | 0.10 |
1 Week | 1.08 | -0.25 | 0.02 |
1 Month | 1.31 | 0.17 | -0.16 |
3 Months | 0.55 | 0.40 | -2.43 |
6 Months | 8.75 | 0.86 | -1.43 |
YTD | 8.07 | 0.84 | -2.03 |
1 Year | 16.23 | 0.45 | -4.20 |
3 Years Annualised | 9.35 | 0.63 | -1.44 |
5 Years Annualised | 9.77 | 0.93 | -0.31 |
10 Years Annualised | 11.62 | 0.65 | -0.96 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.02 | -0.57 | - | - |
2023 | -3.83 | 2.13 | 2.45 | 3.03 |
2022 | 3.10 | -5.67 | 7.41 | 2.46 |
2021 | 11.98 | 5.51 | 3.44 | 5.55 |
2020 | -21.13 | 14.14 | 2.26 | 8.83 |
2019 | 9.19 | 6.16 | 5.49 | 1.03 |
|
Advertisement |