Shenzhen - Delayed Quote GBp

JPM UK Equity Income Fund (0P00016UMA.L)

102.90 +0.80 (+0.78%)
At close: April 24 at 4:00 AM GMT+8

Performance Overview

Morningstar Return Rating --
YTD Return 6.50%
5y Average Return 5.64%
Number of Years Up 3
Number of Years Down 3
Best 1Y Total Return (Apr 23, 2024) 23.78%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 23.78%
Worst 3Y Total Return -0.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00016UMA.L
Category
YTD
4.22%
0.00%
1-Month
4.70%
0.00%
3-Month
4.22%
0.00%
1-Year
11.49%
0.00%
3-Year
7.09%
0.00%
5-Year
6.09%
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
0P00016UMA.L
Category
2024
--
--
2023
9.55%
--
2022
-4.65%
--
2021
20.13%
--
2020
-9.06%
--
2019
23.78%
--
2018
-12.81%
--
2017
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.22% -- -- --
2023 2.41% -0.44% 3.14% 4.17%
2022 -1.09% -8.65% -4.42% 10.42%
2021 6.48% 7.11% 2.91% 2.35%
2020 -26.19% 11.50% -2.21% 12.99%
2019 9.52% 4.11% -0.54% 9.15%
2018 -6.77% 8.97% -1.92% -12.50%
2017 2.58% 5.20% -- --

Rank in Category (By Total Return)

YTD 13
1-Month 37
3-Month 13
1-Year 12
3-Year 40
5-Year 21

Load Adjusted Returns

1-Year 11.49%
3-Year 7.09%
5-Year 6.09%
10-Year --

Performance & Risk

YTD Return 6.50%
5y Average Return 5.64%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category --
Fund Family JPMorgan Funds Limited
Net Assets 246.36M
YTD Return 4.22%
Yield 4.18%
Morningstar Rating
Inception Date May 06, 2022

Fund Summary

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