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LSE - Delayed Quote GBP

JPM US Equity Income C Net Inc (0P0000J1MH.L)

4.5140
+0.0280
+(0.62%)
At close: May 6 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -5.98%
5y Average Return 10.72%
Number of Years Up 12
Number of Years Down 3
Best 1Y Total Return (May 6, 2025) 37.49%
Worst 1Y Total Return (May 6, 2025) --
Best 3Y Total Return 37.49%
Worst 3Y Total Return 6.66%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000J1MH.L
Category
YTD
-1.49%
0.00%
1-Month
-5.93%
0.00%
3-Month
-1.49%
0.00%
1-Year
4.09%
0.00%
3-Year
4.77%
0.00%
5-Year
13.05%
0.00%
10-Year
10.31%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000J1MH.L
Category
2024
13.86%
--
2023
-1.65%
--
2022
8.34%
--
2021
27.47%
--
2020
-0.63%
--
2019
22.87%
--
2018
-0.34%
--
2017
7.00%
--

2016
37.49%
--
2015
2.88%
--
2014
21.99%
--
2013
30.41%
--
2012
6.43%
--
2011
9.42%
--
2010
22.11%
--
2009
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.76% -2.14% 2.79% 5.04%
2023 -6.28% 0.14% 0.98% 3.77%
2022 3.93% -2.88% 4.98% 2.23%
2021 9.99% 4.24% 4.38% 6.51%
2020 -17.99% 10.62% 2.86% 6.50%
2019 8.53% 7.50% 5.93% -0.58%
2018 -7.73% 9.80% 7.54% -8.53%
2017 2.24% -2.67% 0.70% 6.77%
2016 4.70% 8.46% 6.70% 13.46%
2015 5.14% -7.95% -4.29% 11.07%

2014 1.09% 2.94% 5.55% 11.06%
2013 20.07% 4.45% -1.77% 5.86%
2012 4.58% -0.74% 4.12% -1.53%
2011 2.82% 0.95% -6.16% 12.34%
2010 11.42% -7.12% 3.93% 13.55%
2009 -2.41% 15.72% 7.48% --

Rank in Category (By Total Return)

YTD 53
1-Month 60
3-Month 53
1-Year 55
3-Year 83
5-Year 65

Load Adjusted Returns

1-Year 4.09%
3-Year 4.77%
5-Year 13.05%
10-Year 10.31%

Performance & Risk

YTD Return -5.98%
5y Average Return 10.72%
Rank in Category (ytd) 53
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

Fund Overview

Category --
Fund Family JPMorgan Funds Limited
Net Assets 2.53B
YTD Return -1.49%
Yield 2.21%
Morningstar Rating
Inception Date Oct 16, 2017

Fund Summary

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