JPMorgan Funds - US Value Fund A (acc) - 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 | 3.27 | -6.36 | 22.35 | -1.12 | 28.38 | 5.67 | 2.67 | 10.02 |
+/- Category | -2.43 | -2.72 | 3.29 | -1.73 | 2.25 | 1.66 | -2.92 | -0.08 |
+/- Category Index | -2.92 | -3.82 | 0.06 | -0.30 | 1.57 | 1.62 | -4.43 | -2.28 |
% Rank in Category | 79 | 78 | 25 | 53 | 34 | 36 | 72 | 54 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.53 | 0.61 | -0.27 |
1 Week | -0.66 | -1.03 | -2.15 |
1 Month | 0.37 | 0.31 | -0.29 |
3 Months | -1.85 | 0.47 | -2.52 |
6 Months | 5.22 | 0.05 | -2.41 |
YTD | 7.70 | 1.02 | -2.62 |
1 Year | 10.65 | -0.41 | -4.53 |
3 Years Annualised | 7.26 | -0.27 | -2.65 |
5 Years Annualised | 9.02 | 0.28 | -0.97 |
10 Years Annualised | - | - | - |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.01 | -0.64 | - | - |
2023 | -4.15 | 2.07 | 2.38 | 2.51 |
2022 | 2.93 | -5.83 | 7.02 | 1.87 |
2021 | 12.12 | 4.96 | 3.37 | 5.53 |
2020 | -21.22 | 13.90 | 2.06 | 7.98 |
2019 | 8.93 | 5.93 | 5.18 | 0.81 |
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