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JPM UK Equity Plus Fund (0P00016UJL.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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159.50+1.70 (+1.08%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.28%
5-year average return9.03%
Number of years up3
Number of years down2
Best 1-yr total return (20 May 2024)27.90%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return27.90%
Worst 3-yr total return3.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00016UJL.LCategory
YTD9.87%0.00%
1-month2.93%0.00%
3-month9.17%0.00%
1-year16.05%0.00%
3-year9.48%0.00%
5-year8.27%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00016UJL.LCategory
2024
N/AN/A
2023
11.22%N/A
2022
-3.21%N/A
2021
24.45%N/A
2020
-8.21%N/A
2019
27.90%N/A
2018
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.75%N/AN/AN/A
20234.19%-1.14%3.83%3.99%
2022-0.76%-8.47%-2.27%9.04%
20217.23%6.92%3.73%4.64%
2020-24.08%11.53%-1.29%9.82%
201912.60%4.96%1.04%7.11%
2018-2.34%-14.17%N/AN/A

Rank in category (by total return)

YTD1
1-month34
3-month5
1-year1
3-year10
5-year3

Load adjusted returns

1-year16.05%
3-year9.48%
5-year8.27%
10-yearN/A