Cumulative performance graph
Note- this will update all performance figures on this factsheet
Data available from: 26/09/2012
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Performance
JPM C (perf) (dist) - GBP9.76%
Benchmark:A25.45%
Volatility
JPM C (perf) (dist) - GBP42.42%
Benchmark:A31.84%
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Performance data (as at 30/09/20)

ROLLING 12M PERFORMANCE

 15/1616/1717/1818/1919/20
JPM C (perf) (dist) - GBP11.48%12.14%0.02%0.86%-7.19%
Benchmark:25.44%8.15%0.79%6.53%-8.65%
Excess return (geometric)-11.13%3.69%-0.77%-5.33%1.59%

CUMULATIVE

 1 month3 months1 year3 years5 yearsSince inception
JPM C (perf) (dist) - GBP1.41%3.25%-7.19%-6.38%17.03%10.38%
Benchmark:0.71%3.43%-8.65%-1.91%33.08%26.93%
Excess return (geometric)0.69%-0.18%1.59%-4.56%-12.06%-13.04%

ANNUALISED

 3 years5 yearsSince inception
JPM C (perf) (dist) - GBP-2.17%3.20%1.24%
Benchmark:-0.64%5.88%3.02%
Excess return (geometric)-1.54%-2.54%-1.73%

CALENDAR YEAR

 20152016201720182019YTD
JPM C (perf) (dist) - GBP-23.83%24.03%17.38%-11.63%6.98%-7.37%
Benchmark:-20.47%36.96%16.92%-12.78%9.06%-5.34%
Excess return (geometric)-4.23%-9.44%0.39%1.32%-1.91%-2.14%