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JP Morgan US Small Cap Growth Fund C Shares Net Accumulation (0P0000X8HP.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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986.40-5.40 (-0.54%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.00%
5-year average return4.78%
Number of years up9
Number of years down3
Best 1-yr total return (19 Apr 2024)50.48%
Worst 1-yr total return (19 Apr 2024)N/A
Best 3-yr total return50.48%
Worst 3-yr total return-8.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000X8HP.LCategory
YTD10.74%0.00%
1-month2.78%0.00%
3-month10.74%0.00%
1-year20.51%0.00%
3-year-3.64%0.00%
5-year7.15%0.00%
10-year11.64%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000X8HP.LCategory
2024
N/AN/A
2023
8.46%N/A
2022
-24.62%N/A
2021
-5.96%N/A
2020
50.48%N/A
2019
32.95%N/A
2018
-2.22%N/A
2017
28.26%N/A
2016
27.81%N/A
2015
2.97%N/A
2014
5.13%N/A
2013
43.75%N/A
2012
3.49%N/A
2011
-4.77%N/A
2010
37.31%N/A
2009
28.48%N/A
2008
-25.10%N/A
2007
7.50%N/A
2006
0.56%N/A
2005
20.04%N/A
2004
6.12%N/A
2003
29.35%N/A
2002
-48.53%N/A
2001
-9.55%N/A
2000
-6.34%N/A
1999
32.47%N/A
1998
7.18%N/A
1997
16.83%N/A
1996
8.52%N/A
1995
30.54%N/A
1994
-4.50%N/A
1993
20.26%N/A
1992
54.35%N/A
1991
51.63%N/A
1990
-23.77%N/A
1989
35.23%N/A
1988
12.62%N/A
1987
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.74%N/AN/AN/A
2023-0.34%6.61%-4.95%7.40%
2022-10.99%-14.88%10.43%-9.91%
2021-4.85%3.43%-2.83%-1.66%
2020-14.96%33.56%8.27%22.37%
201920.61%5.39%-0.63%5.25%
2018-1.09%17.83%6.72%-21.39%
20179.11%2.96%5.40%8.32%
2016-8.34%12.07%16.87%6.45%
201511.89%-4.57%-13.59%11.61%
2014-1.74%-5.03%0.86%11.70%
201322.45%5.86%6.09%4.53%
20128.99%-8.47%7.70%-3.67%
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%
1990-4.83%1.30%-28.59%10.72%
198912.04%19.42%2.42%-1.32%
198812.35%14.92%-5.81%-7.40%
19875.08%-34.24%N/AN/A

Rank in category (by total return)

YTD18
1-month77
3-month18
1-year24
3-year88
5-year90

Load adjusted returns

1-year20.51%
3-year-3.64%
5-year7.15%
10-year11.64%