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JPM Global Equity Income C GBPH Net Acc (0P0000WW0R.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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337.40+0.20 (+0.06%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.08%
5-year average return12.21%
Number of years up9
Number of years down2
Best 1-yr total return (28 Jun 2024)26.22%
Worst 1-yr total return (28 Jun 2024)N/A
Best 3-yr total return26.22%
Worst 3-yr total return4.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000WW0R.LCategory
YTD7.15%0.00%
1-month1.45%0.00%
3-month2.95%0.00%
1-year17.16%0.00%
3-year8.08%0.00%
5-year12.67%0.00%
10-year9.72%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000WW0R.LCategory
2024
N/AN/A
2023
14.58%N/A
2022
-6.21%N/A
2021
25.36%N/A
2020
11.19%N/A
2019
26.22%N/A
2018
-8.16%N/A
2017
14.61%N/A
2016
8.68%N/A
2015
4.41%N/A
2014
8.93%N/A
2013
24.87%N/A
2012
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.15%N/AN/AN/A
20235.38%2.55%-2.04%8.23%
2022-0.67%-10.77%-4.51%10.81%
20218.57%5.55%0.50%8.85%
2020-19.06%12.32%5.97%15.42%
201912.21%4.29%1.53%6.23%
2018-4.14%3.72%4.16%-11.32%
20172.53%2.34%2.85%6.20%
2016-1.06%-0.64%4.81%5.48%
20154.40%-1.34%-5.86%7.67%
20140.63%5.38%-0.78%3.53%
20139.89%2.85%4.26%5.98%
20121.25%N/AN/AN/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year17.16%
3-year8.08%
5-year12.67%
10-year9.72%