JPM US Select Equity Plus A (dist) - EURRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2019 | 2020 | 2021 | 2022 | 2023 | 31/08 | |||
Price Return | 23.66 | 19.44 | 30.43 | -10.64 | 22.86 | 19.06 | ||
+/- Category | 0.24 | 5.34 | 4.16 | -1.21 | 5.64 | 5.64 | ||
+/- Category Index | -2.13 | 2.69 | 3.33 | -0.85 | 3.74 | 3.73 | ||
% Rank in Category | 58 | 15 | 16 | 68 | 9 | 2 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.23 | -0.24 | -0.06 |
1 Week | 2.00 | -0.47 | -0.14 |
1 Month | -1.32 | -0.77 | -0.52 |
3 Months | -1.56 | -1.69 | -1.41 |
6 Months | 6.43 | 1.45 | -0.08 |
YTD | 18.37 | 5.25 | 3.77 |
1 Year | 23.71 | 5.67 | 3.54 |
3 Years Annualised | 12.89 | 3.83 | 3.11 |
5 Years Annualised | 15.62 | 3.62 | 2.51 |
10 Years Annualised | - | - | - |
Category: US Large-Cap Blend Equity | |||
Category Index: Morningstar US Large-Mid NR USD |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 14.61 | 6.88 | - | - |
2023 | 4.38 | 7.50 | 3.24 | 6.05 |
2022 | -3.09 | -12.63 | 8.36 | -2.60 |
2021 | 5.75 | 7.31 | 4.25 | 10.25 |
2020 | -11.81 | 20.94 | 7.01 | 4.65 |
2019 | 10.27 | 6.03 | 3.60 | 2.10 |
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