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JPMorgan Multi Income (mth) - NZD Hdg (0P0000WFMY.NZ)

NZSE - NZSE Delayed Price. Currency in NZD
8.62-0.04 (-0.46%)
At close: 09:00AM NZDT
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.96%
5-Year Average Return1.42%
Number of Years Up8
Number of Years Down2
Best 1 Yr Total Return (Sep 22, 2023)13.79%
Worst 1 Yr Total Return (Sep 22, 2023)N/A
Best 3-Yr Total Return13.79%
Worst 3-Yr Total Return-0.62%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000WFMY.NZCategory
YTD0.96%0.00%
1-Month0.47%0.00%
3-Month-1.50%0.00%
1-Year2.88%0.00%
3-Year1.56%0.00%
5-Year1.42%0.00%
10-Year3.75%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000WFMY.NZCategory
2023
N/AN/A
2022
-12.54%N/A
2021
9.07%N/A
2020
2.90%N/A
2019
13.79%N/A
2018
-5.10%N/A
2017
11.49%N/A
2016
8.70%N/A
2015
1.39%N/A
2014
7.41%N/A
2013
7.69%N/A
2012
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20232.32%0.10%N/AN/A
2022-4.06%-8.86%-4.80%5.06%
20212.90%3.75%-0.45%2.62%
2020-16.20%8.75%3.69%8.89%
20196.99%2.65%1.09%2.50%
2018-1.69%-0.44%1.81%-4.77%
20173.36%2.14%2.34%3.19%
20160.40%3.05%3.97%1.05%
20153.98%-1.06%-3.97%2.63%
20142.49%4.66%-1.18%1.33%
20133.38%-2.08%2.83%3.46%
20125.17%3.96%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-Year-3.98%
3-Year-0.03%
5-Year0.79%
10-Year3.77%
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