JPM Global Balanced C (dist) - USD (hedged)Register to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 3.14 | 2.43 | 12.71 | 8.82 | 10.53 | -4.12 | 5.08 | 8.04 |
+/- Category | 1.30 | 3.23 | 2.26 | 4.63 | 2.24 | -0.78 | 0.97 | 2.72 |
+/- Category Index | - | - | - | - | 2.01 | -1.57 | -2.32 | 2.13 |
% Rank in Category | 37 | 13 | 24 | 18 | 27 | 58 | 38 | 12 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.12 | -0.07 | 0.10 |
1 Week | -0.54 | -0.35 | -0.35 |
1 Month | -0.41 | -0.25 | -0.22 |
3 Months | 0.58 | 0.00 | -0.69 |
6 Months | 6.85 | 1.83 | 1.25 |
YTD | 6.68 | 2.01 | 1.28 |
1 Year | 14.59 | 2.67 | 1.32 |
3 Years Annualised | 4.34 | 0.85 | -0.46 |
5 Years Annualised | 4.93 | 1.38 | 0.13 |
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 | 6.14 | 1.79 | - | - |
2023 | 0.95 | -1.03 | 1.89 | 3.22 |
2022 | -2.28 | -1.95 | 5.22 | -4.90 |
2021 | 1.04 | 3.38 | 2.76 | 2.98 |
2020 | -3.33 | 8.97 | 0.47 | 2.82 |
2019 | 5.07 | 5.97 | 5.46 | -4.02 |
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