JPM UK Equity Plus Fund C Perf Net IncomeRegister 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 | 16.85 | -11.80 | 27.47 | -8.23 | 23.51 | -3.29 | 11.09 | 16.66 |
+/- Category | 5.21 | -1.98 | 8.12 | 0.87 | 5.55 | -1.22 | 2.88 | 5.92 |
+/- Category Index | - | - | - | - | - | - | 3.47 | 5.13 |
% Rank in Category | 4 | 83 | 5 | 31 | 4 | 67 | 12 | 1 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.29 | -0.14 | -0.14 |
1 Week | -0.58 | -1.06 | -1.81 |
1 Month | -0.92 | -0.93 | -0.94 |
3 Months | 2.74 | -0.29 | -0.56 |
6 Months | 8.23 | 1.20 | 0.54 |
YTD | 14.72 | 4.74 | 3.64 |
1 Year | 19.90 | 5.66 | 5.24 |
3 Years Annualised | 8.78 | 2.45 | 0.71 |
5 Years Annualised | 8.17 | 2.99 | 2.63 |
10 Years Annualised | - | - | - |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 6.46 | 5.38 | - | - |
2023 | 4.08 | -1.10 | 3.82 | 3.95 |
2022 | -0.74 | -8.52 | -2.29 | 9.00 |
2021 | 7.07 | 6.75 | 3.41 | 4.50 |
2020 | -24.09 | 11.51 | -1.46 | 10.02 |
2019 | 12.52 | 4.80 | 1.15 | 6.86 |
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