LSE - Delayed Quote • GBp
JPM Europe Equity Plus C perf (dist) GBP (0P00015EF4.L)
At close: April 22 at 9:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Number of Years Up | 5 |
| Number of Years Down | 3 |
| Best 1Y Total Return | 24.61% |
| Worst 1Y Total Return | -- |
| Best 3Y Total Return | 24.61% |
| Worst 3Y Total Return | 0.72% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00015EF4.L
Category
- YTD
- 10.75%
- 0.00%
- 1-Month
- 5.09%
- 0.00%
- 3-Month
- 10.75%
- 0.00%
- 1-Year
- 18.10%
- 0.00%
- 3-Year
- 12.75%
- 0.00%
- 5-Year
- 9.84%
- 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
0P00015EF4.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 10.75% | -- | -- | -- |
| 2023 | 5.47% | 0.51% | 0.59% | 5.47% |
| 2022 | -3.72% | -8.58% | 0.65% | 10.19% |
| 2021 | 5.72% | 7.35% | 0.69% | 9.04% |
| 2020 | -24.12% | 20.11% | 0.61% | 6.88% |
| 2019 | 9.79% | 5.17% | 1.06% | 1.33% |
| 2018 | -4.85% | 3.62% | 1.88% | -12.21% |
| 2017 | 6.45% | 4.35% | 2.76% | 1.84% |
| 2016 | -2.16% | 0.37% | 10.97% | 5.53% |
| 2015 | -4.14% | -3.12% | 7.38% | -- |
Rank in Category (By Total Return)
| YTD | 3 |
| 1-Month | 3 |
| 3-Month | 3 |
| 1-Year | 2 |
| 3-Year | 2 |
| 5-Year | 11 |
Load Adjusted Returns
| 1-Year | 18.10% |
| 3-Year | 12.75% |
| 5-Year | 9.84% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 3 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.96 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | JPMorgan Asset Management (Europe) S.à r.l. |
| Net Assets | -- |
| YTD Return | 10.75% |
| Yield | 1.99% |
| Morningstar Rating | |
| Inception Date | Nov 25, 2016 |
Fund Summary
Fund Summary Information Not Available
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