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LSE - Delayed Quote GBP

JPM US Equity Income C2 Net Acc (0P0001EP1B.L)

1.8520
+0.0040
+(0.22%)
At close: May 2 at 9:00:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return -6.56%
5y Average Return 10.98%
Number of Years Up 4
Number of Years Down 3
Best 1Y Total Return (May 2, 2025) 27.61%
Worst 1Y Total Return (May 2, 2025) --
Best 3Y Total Return 27.61%
Worst 3Y Total Return 6.80%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001EP1B.L
Category
YTD
-1.51%
0.00%
1-Month
-5.97%
0.00%
3-Month
-1.51%
0.00%
1-Year
4.16%
0.00%
3-Year
4.88%
0.00%
5-Year
13.18%
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
0P0001EP1B.L
Category
2024
13.97%
--
2023
-1.47%
--
2022
8.48%
--
2021
27.61%
--
2020
-0.55%
--
2019
23.03%
--
2018
-0.19%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.76% -2.13% 2.89% 5.03%
2023 -6.23% 0.18% 1.03% 3.82%
2022 4.00% -2.84% 4.99% 2.26%
2021 10.04% 4.28% 4.37% 6.55%
2020 -18.02% 10.66% 2.92% 6.52%
2019 8.54% 7.52% 5.92% -0.47%
2018 -7.67% 9.87% 7.55% -8.52%

Rank in Category (By Total Return)

YTD 54
1-Month 61
3-Month 54
1-Year 53
3-Year 78
5-Year 64

Load Adjusted Returns

1-Year 4.16%
3-Year 4.88%
5-Year 13.18%
10-Year --

Performance & Risk

YTD Return -6.56%
5y Average Return 10.98%
Rank in Category (ytd) 54
% 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 -1.51%
Yield 2.16%
Morningstar Rating
Inception Date Oct 16, 2017

Fund Summary

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