JP Morgan UK Smaller Companies Fund B Shares Net IncomeRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/08/2024 |
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Annual Returns (GBP) | 31/08/2024 | |||||||
2020 | 2021 | 2022 | 2023 | 31/08 | ||||
Price Return | 7.37 | 23.87 | -25.58 | 6.82 | 14.20 | |||
+/- Category | 0.08 | 1.02 | -1.55 | 7.05 | 2.05 | |||
+/- Category Index | - | - | - | -0.09 | 4.79 | |||
% Rank in Category | 48 | 47 | 58 | 12 | 28 |
Trailing Returns (GBP) | 16/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.29 | 0.28 | 0.08 |
1 Week | 0.08 | 0.06 | -1.70 |
1 Month | -3.93 | -1.60 | -4.84 |
3 Months | 2.85 | 2.10 | -3.32 |
6 Months | 5.36 | -3.70 | -5.52 |
YTD | 8.93 | -0.15 | -0.16 |
1 Year | 16.58 | 2.47 | 1.42 |
3 Years Annualised | -5.01 | 2.07 | -1.48 |
5 Years Annualised | 6.63 | 2.25 | 4.78 |
10 Years Annualised | - | - | - |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 31/08/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.26 | 3.65 | - | - |
2023 | -1.98 | -0.05 | 0.28 | 8.73 |
2022 | -12.21 | -18.72 | -7.15 | 12.32 |
2021 | 6.36 | 10.51 | 4.17 | 1.18 |
2020 | -30.96 | 17.93 | 10.41 | 19.44 |
2019 | - | - | 1.36 | 19.92 |
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