JPMorgan Funds - US Value Fund A (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 | 3.23 | -6.11 | 22.41 | -0.71 | 27.73 | 6.11 | 2.74 | 7.94 |
+/- Category | -2.46 | -2.47 | 3.36 | -1.32 | 1.61 | 2.09 | -2.86 | 0.48 |
+/- Category Index | -2.95 | -3.57 | 0.13 | 0.12 | 0.92 | 2.06 | -4.36 | -1.84 |
% Rank in Category | 79 | 76 | 25 | 47 | 39 | 32 | 71 | 48 |
Trailing Returns (GBP) | 15/07/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.55 | 0.45 | 0.51 |
1 Week | 1.06 | 0.42 | 0.67 |
1 Month | 1.23 | 0.55 | -0.87 |
3 Months | 0.33 | 1.58 | -1.42 |
6 Months | 8.26 | 0.80 | -1.66 |
YTD | 7.55 | 0.92 | -2.04 |
1 Year | 15.19 | 0.97 | -3.63 |
3 Years Annualised | 8.37 | 0.08 | -2.07 |
5 Years Annualised | 8.78 | -0.10 | -1.28 |
10 Years Annualised | 10.63 | -0.31 | -1.91 |
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 | 8.79 | -0.79 | - | - |
2023 | -4.06 | 1.90 | 2.23 | 2.79 |
2022 | 2.87 | -5.88 | 7.16 | 2.26 |
2021 | 11.68 | 5.24 | 3.20 | 5.31 |
2020 | -21.29 | 13.88 | 2.02 | 8.59 |
2019 | 8.95 | 5.93 | 5.25 | 0.79 |
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