JPM UK Equity Income Fund C Net IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | ||
Price Return | -12.81 | 23.78 | -9.06 | 20.13 | -4.65 | 9.55 | 13.49 | |
+/- Category | -2.26 | 4.84 | 3.50 | 2.32 | -1.21 | 2.79 | 2.42 | |
+/- Category Index | - | - | - | - | - | 1.93 | 2.78 | |
% Rank in Category | 73 | 22 | 30 | 27 | 67 | 24 | 13 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.95 | 0.10 | 0.25 |
1 Week | 2.22 | 0.19 | 0.43 |
1 Month | 0.19 | 0.03 | -0.54 |
3 Months | 0.30 | -0.44 | 0.48 |
6 Months | 13.00 | 0.91 | 0.50 |
YTD | 11.18 | 2.02 | 1.40 |
1 Year | 18.61 | 3.30 | 3.99 |
3 Years Annualised | 5.45 | 0.62 | -1.59 |
5 Years Annualised | 7.48 | 1.56 | 1.17 |
10 Years Annualised | - | - | - |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.22 | 5.26 | - | - |
2023 | 2.41 | -0.44 | 3.14 | 4.17 |
2022 | -1.09 | -8.65 | -4.42 | 10.42 |
2021 | 6.48 | 7.11 | 2.91 | 2.35 |
2020 | -26.19 | 11.50 | -2.21 | 12.99 |
2019 | 9.52 | 4.11 | -0.54 | 9.15 |
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