JPM Global Balanced D (acc) - USD (hedged)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |
Price Return | 1.85 | 1.15 | 11.32 | 7.47 | 9.16 | -5.30 | 3.77 | 5.15 |
+/- Category | 0.02 | 1.94 | 0.87 | 3.28 | 0.86 | -1.96 | -0.34 | 0.77 |
+/- Category Index | - | - | - | - | 0.63 | -2.75 | -3.62 | -0.57 |
% Rank in Category | 46 | 25 | 39 | 25 | 42 | 70 | 54 | 36 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.20 | -0.15 | -0.07 |
1 Week | 0.75 | 0.10 | 0.17 |
1 Month | -1.37 | -0.64 | -0.64 |
3 Months | -1.60 | -1.31 | -1.69 |
6 Months | 1.36 | -1.00 | -1.79 |
YTD | 4.80 | 0.16 | -0.88 |
1 Year | 7.02 | -0.16 | -1.70 |
3 Years Annualised | 2.13 | -0.75 | -2.09 |
5 Years Annualised | 3.12 | -0.12 | -1.47 |
10 Years Annualised | 6.82 | 0.93 | -0.74 |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 5.82 | 1.47 | - | - |
2023 | 0.64 | -1.34 | 1.57 | 2.90 |
2022 | -2.58 | -2.25 | 4.89 | -5.19 |
2021 | 0.73 | 3.06 | 2.44 | 2.65 |
2020 | -3.63 | 8.63 | 0.15 | 2.50 |
2019 | 4.76 | 5.65 | 5.12 | -4.32 |
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