JPMorgan Funds - US Value Fund A (dist) - USDRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 30/06/2024 |
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Annual Returns (GBP) | 30/06/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 30/06 | |
Price Return | 3.25 | -6.13 | 22.42 | -0.72 | 27.76 | 6.07 | 2.74 | 7.90 |
+/- Category | -2.45 | -2.48 | 3.37 | -1.33 | 1.64 | 2.05 | -2.85 | 0.44 |
+/- Category Index | -2.94 | -3.59 | 0.14 | 0.10 | 0.95 | 2.02 | -4.35 | -1.88 |
% Rank in Category | 79 | 77 | 25 | 47 | 38 | 32 | 71 | 48 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.56 | -0.03 | 0.09 |
1 Week | 1.05 | -0.28 | -0.01 |
1 Month | 1.24 | 0.11 | -0.23 |
3 Months | 0.32 | 0.17 | -2.66 |
6 Months | 8.24 | 0.35 | -1.94 |
YTD | 7.53 | 0.30 | -2.57 |
1 Year | 15.19 | -0.59 | -5.24 |
3 Years Annualised | 8.36 | -0.36 | -2.43 |
5 Years Annualised | 8.76 | -0.08 | -1.32 |
10 Years Annualised | 10.63 | -0.34 | -1.95 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 30/06/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 8.78 | -0.81 | - | - |
2023 | -4.05 | 1.89 | 2.22 | 2.81 |
2022 | 2.87 | -5.89 | 7.17 | 2.23 |
2021 | 11.69 | 5.26 | 3.19 | 5.32 |
2020 | -21.31 | 13.91 | 2.01 | 8.57 |
2019 | 8.95 | 5.92 | 5.22 | 0.81 |
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