Data as at: 11/06/2024

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 5.7 -9.4 29.7 168.2
North American Smaller Companies AIC sector Share price total return 4.7 13.2 11.5 15.4
JPMorgan US Smaller Companies NAV total return 4.9 2.4 39.5 192.2
North American Smaller Companies AIC sector NAV total return 3.1 14.2 12.8 15.3
Morningstar US Small Cap * Total return 11.7 8.2 47.2 167
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Discrete annual performance (%)

Return type 11/06/19 - 20 11/06/20 - 21 11/06/21 - 22 11/06/22 - 23 11/06/23 - 24
JPMorgan US Smaller Companies Share price total return -4.7 50.1 -13.8 -0.6 5.7
JPMorgan US Smaller Companies NAV total return -5.3 44.2 -6.4 4.0 4.9
Morningstar US Small Cap * Total return -9.4 36 -7.2 5.5 11.7
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* The Morningstar market index is not necessarily the official benchmark of the investment company, however it has been identified as an appropriate comparative index. Please hover over the definition for further detail on the index construction.

Interactive graph

This chart defaults to 5y total return data, the time periods are fully customisable. Use the display button to choose to chart actual prices and NAVs. Click the tick-boxes to quickly add sector average or market index comparisons.

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