Cumulative performance graph
Note- this will update all performance figures on this factsheet
Data available from: 24/07/2008
Period selection:
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Performance
JPM A (perf) (dist) - GBP65.16%
Benchmark:A93.70%
Volatility
JPM A (perf) (dist) - GBP12.26%
Benchmark:A10.03%
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Performance data (as at 31/01/20)

ROLLING 12M PERFORMANCE

 14/1515/1616/1717/1818/19
JPM A (perf) (dist) - GBP-24.57%23.08%16.47%-12.44%6.04%
Benchmark:-20.47%36.96%16.92%-12.78%9.06%
Excess return (geometric)-5.16%-10.14%-0.39%0.39%-2.78%

CUMULATIVE

 1 month3 months1 year3 years5 years10 years
JPM A (perf) (dist) - GBP-0.81%-0.14%-1.08%7.56%-3.33%38.23%
Benchmark:-1.90%-1.69%-0.67%8.32%10.74%69.86%
Excess return (geometric)1.11%1.58%-0.41%-0.70%-12.71%-18.62%

ANNUALISED

 3 years5 years10 years
JPM A (perf) (dist) - GBP2.46%-0.68%3.29%
Benchmark:2.70%2.06%5.44%
Excess return (geometric)-0.23%-2.68%-2.04%

CALENDAR YEAR

 20152016201720182019YTD
JPM A (perf) (dist) - GBP-24.57%23.08%16.47%-12.44%6.04%-0.81%
Benchmark:-20.47%36.96%16.92%-12.78%9.06%-1.90%
Excess return (geometric)-5.16%-10.14%-0.39%0.39%-2.78%1.11%