UK Markets open in 1 hr 41 mins

JP Morgan US Small Cap Growth Fund A Shares Net Accumulation (0P00000RBX.L)

LSE - LSE Delayed price. Currency in GBp
Add to watchlist
1,135.00-1.00 (-0.09%)
At close: 9:00PM BST

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up25
Number of years down8
Best 1-yr total return (Invalid Date)49.41%
Worst 1-yr total return (Invalid Date)-25.10%
Best 3-yr total return49.41%
Worst 3-yr total return-6.80%

Trailing returns (%) vs. Benchmarks

Return0P00000RBX.LCategory
YTD-7.51%2.98%
1-month-8.21%-0.02%
3-month-6.88%2.98%
1-year26.79%23.04%
3-year15.57%5.75%
5-year24.70%10.51%
10-year15.33%6.29%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000RBX.LCategory
2021
N/AN/A
2020
49.41%N/A
2019
32.05%N/A
2018
-2.94%N/A
2017
27.30%N/A
2016
26.85%N/A
2015
2.21%-5.24%
2014
4.34%2.65%
2013
42.69%37.37%
2012
3.37%13.58%
2011
-4.77%-5.34%
2010
37.31%24.73%
2009
28.48%35.19%
2008
-25.10%-41.36%
2007
7.50%3.46%
2006
0.56%14.30%
2005
20.04%6.12%
2004
6.12%14.30%
2003
29.35%41.20%
2002
-48.53%-22.18%
2001
-9.55%-5.69%
2000
-6.34%1.28%
1999
32.47%42.97%
1998
7.18%3.19%
1997
16.83%19.85%
1996
8.52%20.09%
1995
30.54%28.91%
1994
-4.50%0.59%
1993
20.26%19.81%
1992
54.35%20.53%
1991
51.63%46.86%
1990
-23.73%-8.14%
1989
35.23%32.49%
1988
12.96%N/A
1987
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2021-4.98%N/AN/AN/A
2020-15.12%33.33%8.10%22.13%
201920.43%5.21%-0.81%5.07%
2018-1.26%17.59%6.54%-21.54%
20178.93%2.76%5.20%8.11%
2016-8.51%11.87%16.65%6.25%
201511.68%-4.73%-13.76%11.40%
2014-1.92%-5.19%0.66%11.48%
201322.20%5.72%5.90%4.30%
20128.99%-8.47%7.70%-3.78%
20114.57%-1.01%-19.83%14.74%
201015.46%-8.28%6.13%22.16%
2009-5.72%7.75%20.98%4.55%
2008-16.12%0.62%-1.35%-10.05%
20070.06%5.27%4.69%-2.52%
200613.51%-12.59%-3.38%4.89%
2005-2.82%8.83%7.48%5.60%
20041.85%1.19%-4.42%7.73%
2003-0.55%15.17%7.55%5.00%
2002-6.87%-30.15%-24.89%5.33%
2001-22.53%28.30%-36.54%43.38%
20002.25%14.40%2.64%-21.98%
19992.07%18.79%-11.39%23.29%
199810.25%-1.03%-19.26%21.65%
1997-1.06%7.40%23.98%-11.31%
19965.34%4.18%3.82%-4.75%
19955.56%10.45%11.80%0.14%
1994-1.62%-8.14%6.37%-0.66%
19937.05%0.67%7.99%3.35%
199212.25%-13.08%14.33%38.38%
199143.05%9.21%-4.41%1.54%
1990-4.77%1.30%-28.59%10.72%
198912.04%19.42%2.42%-1.32%
198812.70%14.92%-5.81%-7.40%
19875.08%-34.24%N/AN/A

Rank in category (by total return)

YTD99
1-month97
3-month94
1-year91
3-year29
5-year8

Load adjusted returns

1-year26.79%
3-year15.57%
5-year24.70%
10-year15.33%