Data provided by:
JPM Prem Equity Growth A Acc Performance
All performances are expressed as percentage change, calculated in Euros on a bid to bid basis with income (dividends) reinvested gross of any applicable taxes.
| 6 months | 1 year | 3 years | 5 years | Since Launch | |
|---|---|---|---|---|---|
| JPM Prem Equity Growth A Acc | -5.85 | -20.86 | 5.77 | 42.75 | 785.69 |
| Sector (Equity United Kingdom) | -7.85 | -15.03 | 10.94 | 53.48 | N/A |
| Absolute Ranking in Sector | 78 out of 365 | 223 out of 353 | 237 out of 305 | 206 out of 260 | N/A |
| Best Fund in Sector (click to see best fund for each period) | |||||
| Quartile Ranking | 1 | 3 | 4 | 4 | 2 |
Percentage return on Investment over entire period shown. Also shows ranking within the GIF Sector. Quartile ranking shows which of the four quartiles the fund is in for each time period.
| 0–12 months | 12–24 months | 24–36 months | 36–48 months | 48–60 months | |
|---|---|---|---|---|---|
| JPM Prem Equity Growth A Acc | -12.85 | 7.19 | 22.55 | 16.26 | 16.24 |
| Sector (Equity United Kingdom) | -14.13 | 17.74 | 19.49 | 16.82 | 17.48 |
| Quartile Ranking | 2 | 4 | 1 | 3 | 2 |
This table shows how consistently the fund achieves its returns. For each of the 12 month periods making up the last 5 years, this table shows the percentage growth achieved. The fund is also ranked within its general sector for each discrete 12 month period; the quartile ranking shows which of four quartiles the fund was in for each period.
| 3 years | 4 years | 5 years | 7 years | 10 years | |
|---|---|---|---|---|---|
| JPM Prem Equity Growth A Acc | 4.15% | 3.81% | 3.53% | 4.05% | 4.13% |
| Sector (Equity United Kingdom) | 3.67% | 3.44% | 3.25% | 4.11% | 4.33% |
| Volatility Ranking in Sector | 281 out of 305 | 242 out of 281 | 216 out of 260 | 125 out of 214 | 69 out of 165 |
| Least Volatile Fund in Sector | 2.78% | 2.47% | 2.28% | 3.15% | 3.13% |
| Most Volatile Fund in Sector | 2.78% | 5.00% | 4.63% | 6.20% | 6.97% |
| Quartile Ranking | 4 | 4 | 4 | 3 | 2 |
Volatility is a measurement of the total deviation (movement) of a funds past performance. It is sometimes used to represent the 'riskiness' of a funds past performance. The greater the value the more the funds performances have fluctuated over the time period being assessed. Quartile Ranks - (1) Least Volatile and (4) Most Volatile against other funds in sector