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Data as at: 12/05/2026

Fund manager benchmark
Russell 2000 TR GBP

Performance (%) Performance (£)

Return type 1 year 3 years 5 years 10 years
JPMorgan US Smaller Companies Share price total return 3.8 18.3 2.0 160.6
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 6.5 16.9 15.3 151.5
North American Smaller Companies AIC sector NAV total return N/A N/A N/A N/A
Morningstar US Small Cap * Total return 20.8 47.2 45.0 189.3
Return type 1 year 3 years 5 years 10 years
JPMorgan US Smaller Companies Share price total return 10,380 11,830 10,200 26,060
North American Smaller Companies AIC sector Share price total return N/A N/A N/A N/A
Morningstar US Small Cap * Total return 12,080 14,720 14,500 28,930
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Discrete annual performance (%) Discrete annual performance (£)

Return type 12/05/21 - 22 12/05/22 - 23 12/05/23 - 24 12/05/24 - 25 12/05/25 - 26
JPMorgan US Smaller Companies Share price total return -14.6 0.9 13.4 0.5 3.8
JPMorgan US Smaller Companies NAV total return -2.4 0.9 12.3 -3.4 6.5
Morningstar US Small Cap * Total return -2.5 1.1 22.2 -0.1 20.8
Return type 12/05/21 - 22 12/05/22 - 23 12/05/23 - 24 12/05/24 - 25 12/05/25 - 26
JPMorgan US Smaller Companies Share price total return 8,540 10,090 11,340 10,050 10,380
Morningstar US Small Cap * Total return 9,750 10,110 12,220 9,990 12,080
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