JPMorgan Investment Funds - Global Balanced Fund C (dist) - EURRegister 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 | 15.18 | -5.23 | 7.52 | 17.51 | 1.93 | -12.60 | 6.28 | 3.69 |
+/- Category | 6.56 | 0.62 | 1.28 | 9.36 | -0.70 | -4.59 | 0.47 | 0.93 |
+/- Category Index | - | - | - | 7.40 | -2.67 | -5.29 | -2.12 | -0.92 |
% Rank in Category | 4 | 42 | 38 | 4 | 58 | 91 | 45 | 35 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.01 | 0.83 | 0.41 |
1 Week | 1.49 | 0.96 | 0.54 |
1 Month | 0.81 | 0.86 | 0.24 |
3 Months | 1.87 | 2.24 | 1.09 |
6 Months | 5.63 | 1.99 | 0.14 |
YTD | 5.14 | 2.15 | 0.36 |
1 Year | 11.37 | 3.69 | 1.07 |
3 Years Annualised | -0.67 | -0.50 | -2.65 |
5 Years Annualised | 2.17 | 0.77 | -0.96 |
10 Years Annualised | 4.86 | 1.06 | -0.96 |
Category: EUR Moderate Allocation - Global | |||
Category Index: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.40 | 0.57 | - | - |
2023 | 2.03 | -1.12 | -1.69 | 7.15 |
2022 | -4.74 | -8.40 | -2.35 | 2.57 |
2021 | -3.11 | 4.12 | 0.23 | 0.80 |
2020 | -5.66 | 11.31 | 4.60 | 6.99 |
2019 | 2.43 | 6.67 | 0.24 | -1.84 |
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