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JPM UK Dynamic Fund C - Net Income (0P0000X9F6.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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179.500.00 (0.00%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.48%
5-year average return6.35%
Number of years up8
Number of years down3
Best 1-yr total return (16 May 2024)33.01%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return33.01%
Worst 3-yr total return-3.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000X9F6.LCategory
YTD9.16%0.00%
1-month3.20%0.00%
3-month9.43%0.00%
1-year16.39%0.00%
3-year7.79%0.00%
5-year5.53%0.00%
10-year6.40%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000X9F6.LCategory
2024
N/AN/A
2023
9.93%N/A
2022
-2.07%N/A
2021
21.10%N/A
2020
-12.90%N/A
2019
17.24%N/A
2018
-11.84%N/A
2017
16.63%N/A
2016
9.69%N/A
2015
11.70%N/A
2014
1.71%N/A
2013
33.01%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.78%N/AN/AN/A
20231.30%0.00%4.89%3.46%
2022-0.29%-8.42%-3.08%10.66%
20218.17%5.77%1.79%3.99%
2020-31.39%11.50%-1.42%15.50%
20198.44%2.61%-0.88%6.30%
2018-4.72%9.24%-1.00%-14.44%
20175.23%1.81%2.71%5.99%
2016-3.23%-1.17%8.50%5.71%
20158.70%0.53%-1.46%3.74%
20142.45%-3.04%-1.04%3.47%
201313.63%1.97%5.20%9.12%

Rank in category (by total return)

YTD6
1-month10
3-month6
1-year5
3-year9
5-year19

Load adjusted returns

1-year16.39%
3-year7.79%
5-year5.53%
10-year6.40%