JPMorgan Funds - US Value Fund X (acc) - USDRegister 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 | 4.82 | -4.65 | 24.32 | 0.87 | 29.76 | 7.74 | 4.34 | 11.01 |
+/- Category | -0.88 | -1.00 | 5.26 | 0.26 | 3.63 | 3.73 | -1.26 | 0.92 |
+/- Category Index | -1.37 | -2.11 | 2.04 | 1.70 | 2.95 | 3.69 | -2.76 | -1.29 |
% Rank in Category | 63 | 64 | 12 | 40 | 22 | 15 | 63 | 29 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.53 | 0.61 | -0.27 |
1 Week | -0.48 | -0.85 | -1.97 |
1 Month | 0.65 | 0.58 | -0.02 |
3 Months | -1.40 | 0.92 | -2.08 |
6 Months | 6.10 | 0.92 | -1.54 |
YTD | 8.53 | 1.85 | -1.80 |
1 Year | 12.61 | 1.55 | -2.57 |
3 Years Annualised | 9.02 | 1.49 | -0.89 |
5 Years Annualised | 10.75 | 2.02 | 0.76 |
10 Years Annualised | 12.28 | 1.47 | -0.21 |
Category: US Large-Cap Value Equity | |||
Category Index: Morningstar US LM Brd Value NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 9.18 | -0.41 | - | - |
2023 | -3.68 | 2.28 | 2.62 | 3.20 |
2022 | 3.27 | -5.52 | 7.61 | 2.63 |
2021 | 12.10 | 5.67 | 3.60 | 5.73 |
2020 | -21.00 | 14.36 | 2.41 | 9.03 |
2019 | 9.35 | 6.33 | 5.68 | 1.17 |
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