JPMorgan Investment Funds - Global Balanced Fund X (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 | 16.10 | -4.46 | 8.36 | 18.46 | 2.75 | -11.90 | 7.14 | 4.17 |
+/- Category | 7.49 | 1.38 | 2.13 | 10.32 | 0.12 | -3.89 | 1.33 | 1.41 |
+/- Category Index | - | - | - | 8.36 | -1.85 | -4.59 | -1.26 | -0.43 |
% Rank in Category | 3 | 31 | 28 | 3 | 49 | 87 | 33 | 25 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.02 | 0.84 | 0.42 |
1 Week | 1.51 | 0.99 | 0.56 |
1 Month | 0.88 | 0.94 | 0.31 |
3 Months | 2.08 | 2.44 | 1.29 |
6 Months | 6.06 | 2.42 | 0.57 |
YTD | 5.66 | 2.67 | 0.88 |
1 Year | 12.26 | 4.58 | 1.96 |
3 Years Annualised | 0.13 | 0.30 | -1.85 |
5 Years Annualised | 2.99 | 1.59 | -0.13 |
10 Years Annualised | - | - | - |
Category: EUR Moderate Allocation - Global | |||
Category Index: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.60 | 0.77 | - | - |
2023 | 2.24 | -0.92 | -1.50 | 7.37 |
2022 | -4.55 | -8.22 | -2.15 | 2.77 |
2021 | -2.92 | 4.33 | 0.44 | 1.00 |
2020 | -5.47 | 11.53 | 4.80 | 7.21 |
2019 | 2.62 | 6.89 | 0.45 | -1.65 |
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