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Best savings accounts that offer above inflation rates
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JPM US Equity Income Fund (0P0001EK8G.L)
LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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157.90
+0.10
(+0.06%)
At close: 09:00PM BST
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
5.07%
5-year average return
9.24%
Number of years up
3
Number of years down
3
Best 1-yr total return (3 May 2024)
27.71%
Worst 1-yr total return (3 May 2024)
N/A
Best 3-yr total return
27.71%
Worst 3-yr total return
6.94%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
0P0001EK8G.L
Category
YTD
7.79%
0.00%
1-month
4.49%
0.00%
3-month
7.79%
0.00%
1-year
13.28%
0.00%
3-year
10.18%
0.00%
5-year
10.67%
0.00%
10-year
0.00%
0.00%
Last bull market
0.00%
0.00%
Last bear market
0.00%
0.00%
Annual total return (%) history
Year
0P0001EK8G.L
Category
2024
N/A
N/A
2023
-1.46%
N/A
2022
8.49%
N/A
2021
27.71%
N/A
2020
-0.48%
N/A
2019
23.10%
N/A
2018
-0.17%
N/A
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
7.79%
N/A
N/A
N/A
2023
-6.24%
0.19%
1.02%
3.84%
2022
3.91%
-2.82%
5.03%
2.30%
2021
10.01%
4.32%
4.38%
6.60%
2020
-18.00%
10.74%
2.84%
6.58%
2019
8.61%
7.51%
5.92%
-0.48%
2018
-7.65%
9.80%
7.60%
-8.50%
Rank in category (by total return)
YTD
52
1-month
44
3-month
52
1-year
59
3-year
64
5-year
50
Load adjusted returns
1-year
13.28%
3-year
10.18%
5-year
10.67%
10-year
N/A
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