JPM UK Equity Core Fund E Quarterly - Net IncomeRegister 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 | -10.65 | 20.85 | -9.70 | 19.20 | 0.67 | 7.37 | 11.81 | |
+/- Category | -0.84 | 1.50 | -0.60 | 1.24 | 2.75 | -0.84 | 1.64 | |
+/- Category Index | - | - | - | - | - | -0.26 | 1.11 | |
% Rank in Category | 72 | 30 | 46 | 16 | 41 | 72 | 13 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.81 | 0.01 | 0.11 |
1 Week | 2.12 | 0.12 | 0.32 |
1 Month | 0.29 | 0.11 | -0.43 |
3 Months | 0.01 | 0.46 | 0.19 |
6 Months | 12.17 | 1.64 | -0.33 |
YTD | 10.09 | 1.88 | 0.31 |
1 Year | 15.27 | 2.14 | 0.65 |
3 Years Annualised | 6.69 | 1.48 | -0.36 |
5 Years Annualised | 6.91 | 1.26 | 0.59 |
10 Years Annualised | - | - | - |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.98 | 4.68 | - | - |
2023 | 2.63 | -0.58 | 2.48 | 2.67 |
2022 | 1.24 | -5.75 | -3.39 | 9.21 |
2021 | 6.05 | 5.49 | 3.02 | 3.43 |
2020 | -26.07 | 11.70 | -2.06 | 11.64 |
2019 | 9.51 | 3.77 | 1.57 | 4.69 |
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