JPM UK Equity Income Fund B Net IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 30/06 | ||||
Price Return | -9.11 | 19.92 | -4.87 | 9.25 | 9.57 | |||
+/- Category | 3.45 | 2.11 | -1.43 | 2.50 | 3.01 | |||
+/- Category Index | - | - | - | 1.63 | 2.28 | |||
% Rank in Category | 30 | 28 | 67 | 27 | 8 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.02 | 0.10 | 0.80 |
1 Week | 0.33 | -0.42 | 0.22 |
1 Month | 3.31 | -0.08 | 2.24 |
3 Months | 4.64 | -1.34 | 0.37 |
6 Months | 13.52 | 2.52 | 3.48 |
YTD | 10.86 | 1.94 | 2.72 |
1 Year | 20.90 | 4.46 | 5.94 |
3 Years Annualised | 6.70 | 0.69 | -1.15 |
5 Years Annualised | 6.13 | 1.15 | 1.16 |
10 Years Annualised | - | - | - |
Category: UK Equity Income | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.19 | 5.16 | - | - |
2023 | 2.35 | -0.50 | 3.06 | 4.10 |
2022 | -1.17 | -8.68 | -4.47 | 10.35 |
2021 | 6.44 | 7.06 | 2.89 | 2.29 |
2020 | -26.10 | 11.44 | -2.27 | 12.93 |
2019 | - | - | -0.88 | 9.15 |
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