LSE - Delayed Quote GBP
JPMorgan Claverhouse Ord (JCH.L)
7.84
-776.16
(-99.00%)
At close: June 6 at 1:00:00 AM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 14.56% |
| 5y Average Return | 10.30% |
| Number of Years Up | 40 |
| Number of Years Down | 15 |
| Best 1Y Total Return (Jun 5, 2025) | 34.90% |
| Worst 1Y Total Return (Jun 5, 2025) | -- |
| Best 3Y Total Return | 34.90% |
| Worst 3Y Total Return | -0.88% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
JCH.L
Category
- YTD
- 9.54%
- 0.00%
- 1-Month
- 2.09%
- 0.00%
- 3-Month
- 1.02%
- 0.00%
- 1-Year
- 9.28%
- 0.00%
- 3-Year
- 7.90%
- 0.00%
- 5-Year
- 11.42%
- 0.00%
- 10-Year
- 5.80%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
JCH.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 7.29% | -- | -- | -- |
| 2024 | 4.01% | 4.96% | 0.10% | -0.97% |
| 2023 | 2.27% | -1.09% | 2.58% | 3.97% |
| 2022 | -4.16% | -9.40% | -3.21% | 8.99% |
| 2021 | 6.48% | 6.77% | 3.48% | 3.03% |
| 2020 | -31.80% | 14.74% | -0.34% | 15.27% |
| 2019 | 12.29% | 4.03% | -0.72% | 8.20% |
| 2018 | -7.12% | 11.35% | -2.08% | -14.75% |
| 2017 | 5.55% | 0.88% | 2.91% | 5.97% |
| 2016 | -4.18% | 1.72% | 8.17% | 5.42% |
| 2015 | 4.98% | -0.49% | -4.73% | 6.55% |
| 2014 | 0.83% | -0.71% | -0.69% | 2.62% |
| 2013 | 14.82% | 0.63% | 7.19% | 8.93% |
| 2012 | 7.23% | -3.31% | 4.48% | 5.02% |
| 2011 | 1.39% | 1.94% | -18.10% | 9.14% |
| 2010 | 8.48% | -13.66% | 15.78% | 7.72% |
| 2009 | -9.20% | 10.95% | 24.20% | 3.63% |
| 2008 | -10.34% | 1.09% | -15.65% | -12.03% |
| 2007 | 3.71% | 2.03% | -3.86% | -1.91% |
| 2006 | 8.91% | -2.14% | 3.13% | 7.49% |
| 2005 | 2.80% | 5.02% | 10.17% | 6.75% |
| 2004 | 1.77% | 2.68% | 1.06% | 9.95% |
| 2003 | -7.93% | 17.99% | 3.88% | 11.81% |
| 2002 | 2.57% | -12.65% | -24.78% | 4.99% |
| 2001 | -7.75% | 2.43% | -17.82% | 11.27% |
| 2000 | -0.81% | -2.41% | 0.71% | -2.73% |
| 1999 | 6.48% | 0.15% | -4.87% | 22.90% |
| 1998 | 19.09% | 0.03% | -14.65% | 11.85% |
| 1997 | 6.37% | 4.66% | 18.58% | -0.43% |
| 1996 | 3.35% | 2.13% | 4.53% | 6.83% |
| 1995 | 2.42% | 8.80% | 7.55% | 7.42% |
| 1994 | -8.70% | -8.78% | 4.42% | 3.33% |
| 1993 | 1.84% | 2.49% | 8.18% | 14.83% |
| 1992 | -2.63% | 3.05% | -1.16% | 15.13% |
| 1991 | 23.51% | -4.86% | 10.54% | -6.92% |
| 1990 | -4.70% | 4.85% | -22.66% | 12.47% |
| 1989 | 21.11% | 0.18% | 4.33% | 0.46% |
| 1988 | 8.34% | 11.26% | -3.66% | -3.77% |
| 1987 | 20.98% | 18.43% | 9.72% | -30.66% |
| 1986 | 21.26% | 1.01% | -3.75% | 6.71% |
| 1985 | 5.29% | -4.37% | 6.53% | 9.31% |
| 1984 | 11.47% | -8.79% | 7.29% | 14.21% |
| 1983 | 10.49% | 10.67% | -1.52% | 6.36% |
| 1982 | 3.90% | -3.57% | 9.31% | 9.28% |
| 1981 | 10.79% | 5.64% | -16.14% | 9.91% |
| 1980 | 7.93% | 14.38% | 6.70% | 1.44% |
| 1979 | 20.04% | -4.57% | 2.05% | -10.44% |
| 1978 | -4.88% | 6.81% | 4.99% | -1.00% |
| 1977 | 16.93% | 9.51% | 11.36% | -0.19% |
| 1976 | 6.49% | -4.39% | -13.01% | 8.09% |
| 1975 | 59.33% | 12.32% | 2.22% | 12.90% |
| 1974 | -16.29% | -11.60% | -24.52% | -11.49% |
| 1973 | -12.35% | 3.31% | -9.72% | -21.29% |
| 1972 | -- | -- | -- | -- |
| 1971 | -- | -- | -- | -- |
| 1970 | -- | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 1 |
| 1-Month | 6 |
| 3-Month | 4 |
| 1-Year | 14 |
| 3-Year | 16 |
| 5-Year | 17 |
Load Adjusted Returns
| 1-Year | 9.28% |
| 3-Year | 7.90% |
| 5-Year | 11.42% |
| 10-Year | 5.80% |
Performance & Risk
| YTD Return | 14.56% |
| 5y Average Return | 10.30% |
| Rank in Category (ytd) | 1 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | JPMorgan Funds Limited |
| Net Assets | 424.54M |
| YTD Return | 9.54% |
| Yield | 4.63% |
| Morningstar Rating | |
| Inception Date | Apr 24, 1963 |
Fund Summary
Fund Summary Information Not Available
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