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) - GBP65.64%
Benchmark:A103.57%
Volatility
JPM A (perf) (dist) - GBP17.01%
Benchmark:A12.73%
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Performance data (as at 31/08/19)

ROLLING 12M PERFORMANCE

 14/1515/1616/1717/1818/19
JPM A (perf) (dist) - GBP-4.75%-10.86%12.30%9.88%-3.29%
Benchmark:5.28%-1.64%13.92%11.88%-0.11%
Excess return (geometric)-9.53%-9.37%-1.42%-1.78%-3.19%

CUMULATIVE

 1 month3 months1 year3 years5 years10 years
JPM A (perf) (dist) - GBP-3.60%2.46%-2.04%15.21%-5.23%54.82%
Benchmark:-2.68%5.92%5.12%22.87%23.13%92.56%
Excess return (geometric)-0.95%-3.27%-6.81%-6.23%-23.03%-19.60%

ANNUALISED

 3 years5 years10 years
JPM A (perf) (dist) - GBP4.83%-1.07%4.47%
Benchmark:7.11%4.25%6.77%
Excess return (geometric)-2.12%-5.10%-2.16%

CALENDAR YEAR

 20142015201620172018YTD
JPM A (perf) (dist) - GBP2.33%-24.57%23.08%16.47%-12.44%5.49%
Benchmark:10.25%-20.47%36.96%16.92%-12.78%12.45%
Excess return (geometric)-7.18%-5.16%-10.14%-0.39%0.39%-6.19%