JPMorgan Funds - US Value Fund D (acc) - 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 | 2.46 | -6.83 | 21.45 | -1.47 | 26.77 | 5.25 | 1.99 | 7.49 |
+/- Category | -3.23 | -3.19 | 2.40 | -2.08 | 0.64 | 1.24 | -3.60 | 0.03 |
+/- Category Index | -3.72 | -4.29 | -0.83 | -0.64 | -0.04 | 1.20 | -5.11 | -2.28 |
% Rank in Category | 85 | 81 | 34 | 54 | 47 | 42 | 77 | 52 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.57 | -0.02 | 0.10 |
1 Week | 1.06 | -0.27 | 0.00 |
1 Month | 1.17 | 0.03 | -0.30 |
3 Months | 0.16 | 0.01 | -2.82 |
6 Months | 7.84 | -0.05 | -2.34 |
YTD | 7.10 | -0.14 | -3.00 |
1 Year | 14.32 | -1.46 | -6.11 |
3 Years Annualised | 7.55 | -1.17 | -3.24 |
5 Years Annualised | 7.94 | -0.90 | -2.14 |
10 Years Annualised | 9.79 | -1.18 | -2.79 |
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 | 8.57 | -1.00 | - | - |
2023 | -4.22 | 1.73 | 2.01 | 2.62 |
2022 | 2.67 | -6.08 | 6.97 | 2.04 |
2021 | 11.44 | 5.08 | 2.99 | 5.12 |
2020 | -21.46 | 13.68 | 1.82 | 8.40 |
2019 | 8.71 | 5.75 | 5.02 | 0.60 |
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