JP Morgan UK Smaller Companies I - Net AccumulationRegister 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 | 25.90 | -11.80 | 40.53 | 7.93 | 24.58 | -25.20 | 7.40 | 16.60 |
+/- Category | -0.07 | 0.18 | 15.28 | 0.64 | 1.73 | -1.17 | 7.63 | 3.39 |
+/- Category Index | - | - | - | - | - | - | 0.49 | 6.03 |
% Rank in Category | 57 | 42 | 3 | 45 | 42 | 55 | 9 | 17 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.68 | 0.68 | -0.30 |
1 Week | 1.37 | -0.34 | -0.61 |
1 Month | -0.27 | 1.21 | 0.25 |
3 Months | 2.72 | 0.61 | 0.45 |
6 Months | 13.46 | 2.18 | 1.29 |
YTD | 12.85 | 2.60 | 5.35 |
1 Year | 21.30 | 6.77 | 7.43 |
3 Years Annualised | -3.43 | 2.91 | 0.72 |
5 Years Annualised | 8.69 | 3.52 | 5.77 |
10 Years Annualised | 8.37 | 1.54 | 3.37 |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 4.44 | 3.74 | - | - |
2023 | -1.81 | 0.08 | 0.42 | 8.83 |
2022 | -12.11 | -18.60 | -7.04 | 12.48 |
2021 | 6.51 | 10.64 | 4.35 | 1.31 |
2020 | -30.87 | 18.09 | 10.55 | 19.60 |
2019 | 7.34 | 7.39 | 1.46 | 20.16 |
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