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JPMorgan Asia Equity Div (mth) - AUD Hdg (0P0000YZU5.BE)

Berlin - Berlin Delayed price. Currency in AUD
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8.60+0.03 (+0.35%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.23%
5-year average return1.75%
Number of years up7
Number of years down3
Best 1-yr total return (25 Jun 2024)20.95%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return20.95%
Worst 3-yr total return-1.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000YZU5.BECategory
YTD2.65%0.00%
1-month0.85%0.00%
3-month2.62%0.00%
1-year8.60%0.00%
3-year-3.44%0.00%
5-year2.12%0.00%
10-year2.99%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000YZU5.BECategory
2024
N/AN/A
2023
6.79%N/A
2022
-15.23%N/A
2021
8.52%N/A
2020
4.40%N/A
2019
10.42%N/A
2018
-9.01%N/A
2017
20.95%N/A
2016
6.39%N/A
2015
-5.18%N/A
2014
11.22%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.63%N/AN/AN/A
20233.63%0.73%-3.82%6.36%
2022-1.23%-10.73%-12.65%10.07%
20216.38%3.08%-4.20%3.30%
2020-26.72%12.30%5.49%20.26%
201910.18%0.92%-6.15%5.83%
2018-1.02%-3.10%1.82%-6.83%
20179.52%3.40%1.17%5.58%
20164.35%-1.53%7.05%-3.27%
20154.63%1.42%-12.80%2.48%
20140.84%7.36%0.72%1.99%
20133.90%-0.75%N/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-year3.17%
3-year-5.07%
5-year1.08%
10-year2.46%