Cumulative performance graph
Note- this will update all performance figures on this factsheet
Data available from: 24/11/2009
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Performance
JPM C (perf) (acc) - USD15.90%
Benchmark:A33.40%
Volatility
JPM C (perf) (acc) - USD49.71%
Benchmark:A36.66%
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Performance data (as at 30/09/20)

ROLLING 12M PERFORMANCE

 15/1616/1717/1818/1919/20
JPM C (perf) (acc) - USD-4.53%15.43%-2.69%-4.55%-3.15%
Benchmark:7.58%11.70%-2.04%0.67%-4.16%
Excess return (geometric)-11.26%3.34%-0.67%-5.19%1.05%

CUMULATIVE

 1 month3 months1 year3 years5 years10 years
JPM C (perf) (acc) - USD-2.15%7.87%-3.15%-10.05%-0.87%-7.86%
Benchmark:-2.76%8.22%-4.16%-5.48%13.58%8.23%
Excess return (geometric)0.63%-0.32%1.05%-4.83%-12.72%-14.86%

ANNUALISED

 3 years5 years10 years
JPM C (perf) (acc) - USD-3.47%-0.18%-0.82%
Benchmark:-1.86%2.58%0.79%
Excess return (geometric)-1.64%-2.68%-1.60%

CALENDAR YEAR

 20152016201720182019YTD
JPM C (perf) (acc) - USD-27.63%3.80%28.14%-16.33%10.41%-9.90%
Benchmark:-24.82%14.82%28.00%-17.88%13.45%-7.63%
Excess return (geometric)-3.73%-9.60%0.11%1.90%-2.67%-2.47%