JPM Multi-Asset Income Fund C Monthly - Net IncomeRegister 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 | 8.46 | -5.93 | 12.62 | 1.37 | 9.20 | -11.84 | 6.88 | 5.66 |
+/- Category | 1.01 | -0.44 | 0.21 | -2.71 | 1.14 | -1.39 | -0.65 | 0.60 |
+/- Category Index | - | - | - | -3.92 | 1.21 | -2.59 | -2.38 | -0.69 |
% Rank in Category | 32 | 63 | 45 | 72 | 34 | 71 | 60 | 32 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.66 | 0.52 | 0.32 |
1 Week | 1.52 | 0.40 | -0.14 |
1 Month | 0.35 | 0.85 | -0.02 |
3 Months | 3.27 | 2.76 | 1.60 |
6 Months | 7.04 | 2.55 | 1.19 |
YTD | 5.84 | 1.67 | -0.39 |
1 Year | 10.77 | 1.58 | -1.24 |
3 Years Annualised | 0.28 | -0.20 | -1.97 |
5 Years Annualised | 2.68 | -0.25 | -1.41 |
10 Years Annualised | 3.21 | -0.81 | -2.29 |
Category: GBP Allocation 40-60% Equity | |||
Category Index: Morningstar UK Mod Tgt Alloc NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.18 | 1.94 | - | - |
2023 | 1.73 | 0.20 | -1.84 | 6.81 |
2022 | -3.29 | -8.73 | -4.79 | 4.90 |
2021 | 3.33 | 3.35 | 0.09 | 2.17 |
2020 | -16.35 | 9.14 | 2.70 | 8.12 |
2019 | 6.44 | 2.58 | 1.28 | 1.84 |
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