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Data as at: 10/12/2025
Fund manager benchmark
Russell 2000 TR GBP
Performance (%)
| Return type | 1 year | 3 years | 5 years | 10 years | |
|---|---|---|---|---|---|
| JPMorgan US Smaller Companies | Share price total return | -20.9 | 2.6 | 2.3 | 133.1 |
| North American Smaller Companies AIC sector | Share price total return | N/A | N/A | N/A | N/A |
| JPMorgan US Smaller Companies | NAV total return | -12.6 | 6.6 | 15.1 | 157.1 |
| North American Smaller Companies AIC sector | NAV total return | N/A | N/A | N/A | N/A |
| Morningstar US Small Cap * | Total return | 3.4 | 38.3 | 48.2 | 190.2 |
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Discrete annual performance (%)
| Return type | 10/12/20 - 21 | 10/12/21 - 22 | 10/12/22 - 23 | 10/12/23 - 24 | 10/12/24 - 25 | |
|---|---|---|---|---|---|---|
| JPMorgan US Smaller Companies | Share price total return | 17.0 | -14.7 | -5.4 | 36.9 | -20.9 |
| JPMorgan US Smaller Companies | NAV total return | 16.4 | -7.2 | -1.2 | 23.0 | -12.6 |
| Morningstar US Small Cap * | Total return | 17.4 | -8.8 | 8.4 | 23.5 | 3.4 |
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* The Morningstar market index is not necessarily the official benchmark of the investment trust, but it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.
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Data provided by Morningstar.
Company documents provided by FE fundinfo.
