JPM Global Balanced A (acc) - USD (hedged)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
|
Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 2.36 | 1.66 | 11.87 | 8.00 | 9.71 | -4.81 | 4.30 | 6.42 |
+/- Category | 0.53 | 2.45 | 1.42 | 3.82 | 1.42 | -1.47 | 0.19 | 1.42 |
+/- Category Index | - | - | - | - | 1.19 | -2.26 | -3.09 | 0.11 |
% Rank in Category | 43 | 21 | 32 | 24 | 35 | 64 | 49 | 24 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.30 | 0.12 | -0.25 |
1 Week | 0.58 | -0.17 | -0.33 |
1 Month | -0.27 | -0.22 | -0.68 |
3 Months | 0.19 | 0.68 | -0.36 |
6 Months | 3.15 | -0.14 | -1.45 |
YTD | 5.84 | 1.28 | 0.04 |
1 Year | 11.19 | 1.74 | -0.21 |
3 Years Annualised | 3.05 | -0.06 | -1.42 |
5 Years Annualised | 3.47 | 0.39 | -0.91 |
10 Years Annualised | 7.89 | 1.61 | -0.05 |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.96 | 1.60 | - | - |
2023 | 0.76 | -1.21 | 1.70 | 3.03 |
2022 | -2.46 | -2.12 | 5.03 | -5.07 |
2021 | 0.85 | 3.18 | 2.57 | 2.79 |
2020 | -3.51 | 8.77 | 0.28 | 2.63 |
2019 | 4.88 | 5.77 | 5.26 | -4.20 |
|
Advertisement |