Cumulative performance graph
You need to upgrade your Flash Player
Note- this will update all performance figures on this factsheet
Data available from: 09/12/2008
Period selection:
Start date
   
End date
   
Data for selected period
Performance
JPM A (perf) (acc) - EUR130.06%
Benchmark:A149.41%
Volatility
JPM A (perf) (acc) - EUR17.75%
Benchmark:A16.60%
Export chart data
Performance data (as at 31/07/19)

ROLLING 12M PERFORMANCE

 14/1515/1616/1717/1818/19
JPM A (perf) (acc) - EUR7.33%-23.38%5.63%9.18%-4.36%
Benchmark:19.00%-16.15%7.82%11.08%-1.27%
Excess return (geometric)-9.80%-8.63%-2.04%-1.71%-3.13%

CUMULATIVE

 1 month3 months1 year3 years5 years10 years
JPM A (perf) (acc) - EUR-0.76%-4.49%-6.54%4.87%-12.86%57.27%
Benchmark:0.19%-1.04%-1.53%10.20%14.17%98.92%
Excess return (geometric)-0.94%-3.49%-5.09%-4.83%-23.68%-20.94%

ANNUALISED

 3 years5 years10 years
JPM A (perf) (acc) - EUR1.60%-2.72%4.63%
Benchmark:3.29%2.69%7.12%
Excess return (geometric)-1.64%-5.26%-2.32%

CALENDAR YEAR

 20142015201620172018YTD
JPM A (perf) (acc) - EUR9.32%-20.00%6.17%11.74%-13.01%7.27%
Benchmark:18.19%-16.26%18.25%12.43%-13.74%14.05%
Excess return (geometric)-7.51%-4.47%-10.22%-0.61%0.85%-5.94%