JPM UK Dynamic Fund B - Net IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
|
Annual Returns (GBP) | 31/07/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/07 | ||||
Price Return | -13.15 | 20.70 | -2.44 | 9.63 | 16.12 | |||
+/- Category | -8.13 | 4.37 | 9.24 | 1.64 | 5.55 | |||
+/- Category Index | - | - | - | 2.01 | 5.41 | |||
% Rank in Category | 87 | 19 | 19 | 33 | 7 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.88 | -0.02 | 0.18 |
1 Week | 2.24 | 0.31 | 0.45 |
1 Month | 0.57 | 0.78 | -0.15 |
3 Months | 2.23 | 1.88 | 2.41 |
6 Months | 15.53 | 5.06 | 3.03 |
YTD | 14.22 | 5.93 | 4.44 |
1 Year | 21.61 | 8.41 | 6.99 |
3 Years Annualised | 7.32 | 6.35 | 0.28 |
5 Years Annualised | 7.10 | 1.80 | 0.79 |
10 Years Annualised | - | - | - |
Category: UK Flex-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 | 5.63 | 6.32 | - | - |
2023 | 1.24 | -0.09 | 4.83 | 3.40 |
2022 | -0.39 | -8.54 | -3.09 | 10.50 |
2021 | 8.00 | 5.73 | 1.70 | 3.93 |
2020 | -31.45 | 11.44 | -1.48 | 15.40 |
2019 | - | - | -0.95 | 6.24 |
|
Advertisement |