JPM US Research Enhanced Index Equity Fund E AccumulationRegister 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 | 16.00 | 32.98 | -8.72 | 20.85 | 14.75 | |||
+/- Category | 1.91 | 6.71 | 0.71 | 3.62 | 1.33 | |||
+/- Category Index | -0.75 | 5.88 | 1.07 | 1.72 | -0.58 | |||
% Rank in Category | 37 | 5 | 38 | 17 | 44 |
Trailing Returns (GBP) | 27/09/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.43 | 0.41 | 0.63 |
1 Week | -0.29 | -0.08 | 0.05 |
1 Month | 0.82 | -0.02 | 0.00 |
3 Months | -1.00 | -0.12 | -0.02 |
6 Months | 4.57 | 2.03 | 1.36 |
YTD | 15.80 | 2.35 | 0.85 |
1 Year | 23.80 | 2.53 | 0.98 |
3 Years Annualised | 12.08 | 2.92 | 2.13 |
5 Years Annualised | - | - | - |
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 | 11.63 | 4.84 | - | - |
2023 | 3.36 | 7.09 | 1.70 | 7.35 |
2022 | -0.49 | -9.93 | 5.07 | -3.06 |
2021 | 6.29 | 8.22 | 4.68 | 10.44 |
2020 | -12.51 | 19.28 | 5.08 | 5.79 |
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