JPMorgan Investment Funds - Global Balanced Fund D (acc) - EURRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 13.75 | -6.41 | 6.17 | 16.05 | 0.67 | -13.67 | 4.98 | 2.93 |
+/- Category | 5.14 | -0.56 | -0.06 | 7.90 | -1.96 | -5.67 | -0.83 | 0.17 |
+/- Category Index | - | - | - | 5.94 | -3.93 | -6.36 | -3.42 | -1.68 |
% Rank in Category | 6 | 59 | 52 | 5 | 70 | 95 | 65 | 49 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.01 | 0.19 | 0.41 |
1 Week | 1.47 | 0.25 | 0.52 |
1 Month | 0.70 | -0.01 | 0.13 |
3 Months | 1.55 | 1.19 | 0.77 |
6 Months | 4.98 | 0.91 | -0.51 |
YTD | 4.31 | 0.53 | -0.46 |
1 Year | 9.98 | 1.13 | -0.31 |
3 Years Annualised | -1.90 | -1.99 | -3.88 |
5 Years Annualised | 0.91 | -0.73 | -2.22 |
10 Years Annualised | 3.57 | -0.33 | -2.25 |
Category: EUR Moderate Allocation - Global | |||
Category Index: Morningstar EU Mod Gbl Tgt Alloc NR EUR |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 3.08 | 0.25 | - | - |
2023 | 1.72 | -1.42 | -2.00 | 6.83 |
2022 | -5.03 | -8.68 | -2.66 | 2.26 |
2021 | -3.41 | 3.80 | -0.08 | 0.49 |
2020 | -5.95 | 10.96 | 4.27 | 6.65 |
2019 | 2.12 | 6.34 | -0.08 | -2.15 |
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