LSE - Delayed Quote GBp

JPM Unconstrained Bond Fund (0P0000M5XV.L)

99.99 +0.12 (+0.12%)
As of October 16 at 9:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 5.21%
5y Average Return 2.95%
Number of Years Up 12
Number of Years Down 2
Best 1Y Total Return (Oct 16, 2024) 8.97%
Worst 1Y Total Return (Oct 16, 2024) --
Best 3Y Total Return 8.97%
Worst 3Y Total Return 1.11%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000M5XV.L
Category
YTD
5.53%
0.00%
1-Month
1.23%
0.00%
3-Month
3.57%
0.00%
1-Year
10.37%
0.00%
3-Year
2.57%
0.00%
5-Year
3.00%
0.00%
10-Year
2.55%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000M5XV.L
Category
2024
--
--
2023
5.70%
--
2022
-2.83%
--
2021
0.63%
--
2020
5.89%
--
2019
5.05%
--
2018
-3.06%
--
2017
2.73%
--

2016
5.33%
--
2015
0.29%
--
2014
2.14%
--
2013
2.77%
--
2012
7.71%
--
2011
3.22%
--
2010
8.97%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.25% 0.64% 3.57% --
2023 1.43% 0.18% -0.54% 4.59%
2022 -1.72% -4.23% -0.07% 3.31%
2021 -0.41% 1.32% 0.17% -0.45%
2020 -3.50% 4.10% 1.89% 3.45%
2019 2.69% 1.28% 0.65% 0.36%
2018 -0.38% -0.84% 1.27% -3.09%
2017 1.19% 0.18% 0.98% 0.36%
2016 0.84% 2.16% 2.29% -0.04%
2015 1.35% -0.51% -1.15% 0.62%

2014 1.20% 1.01% -0.90% 0.83%
2013 0.36% -1.45% 1.01% 2.87%
2012 3.54% -0.25% 2.43% 1.82%
2011 1.51% 0.20% -1.06% 2.57%
2010 3.60% -0.92% 3.27% 2.79%

Rank in Category (By Total Return)

YTD 45
1-Month 30
3-Month 63
1-Year 69
3-Year 20
5-Year 20

Load Adjusted Returns

1-Year 10.37%
3-Year 2.57%
5-Year 3.00%
10-Year 2.55%

Performance & Risk

YTD Return 5.21%
5y Average Return 2.95%
Rank in Category (ytd) 45
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.42
Morningstar Risk Rating

Fund Overview

Category --
Fund Family JPMorgan Funds Limited
Net Assets 333.23M
YTD Return 5.53%
Yield 4.12%
Morningstar Rating
Inception Date Jan 18, 2012

Fund Summary

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