JPM Global Balanced X (acc) - USD (hedged)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 30/06 | ||||
Price Return | 9.70 | 11.42 | -3.35 | 5.91 | 8.48 | |||
+/- Category | 5.51 | 3.12 | -0.01 | 1.80 | 3.15 | |||
+/- Category Index | - | 2.89 | -0.80 | -1.48 | 2.56 | |||
% Rank in Category | 15 | 19 | 49 | 31 | 10 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.13 | -0.07 | 0.11 |
1 Week | -0.52 | -0.34 | -0.33 |
1 Month | -0.34 | -0.18 | -0.15 |
3 Months | 0.78 | 0.20 | -0.49 |
6 Months | 7.29 | 2.27 | 1.69 |
YTD | 7.15 | 2.48 | 1.75 |
1 Year | 15.51 | 3.60 | 2.25 |
3 Years Annualised | 5.17 | 1.69 | 0.38 |
5 Years Annualised | 5.77 | 2.22 | 0.98 |
10 Years Annualised | - | - | - |
Category: USD Moderate Allocation | |||
Category Index: Morningstar EAA USD Mod Tgt Alloc NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.35 | 2.00 | - | - |
2023 | 1.14 | -0.83 | 2.09 | 3.43 |
2022 | -2.09 | -1.74 | 5.43 | -4.70 |
2021 | 1.24 | 3.58 | 2.97 | 3.19 |
2020 | -3.14 | 9.18 | 0.68 | 3.03 |
2019 | - | 6.19 | 5.68 | -3.82 |
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