Mail

New Zealand markets closed

NZX 50
11,805.09
-141.34(-1.18%)
NZD/USD
0.5941
-0.0008(-0.14%)
NZD/EUR
0.5549
+0.0009(+0.16%)
ALL ORDS
7,837.40
-100.10(-1.26%)
ASX 200
7,575.90
-107.10(-1.39%)
OIL
83.66
+0.09(+0.11%)

JPMorgan Global Growth & Income Investment Trust (JMO.NZ)

YHD - YHD Delayed price. Currency in USD

Add to watchlist

-

(-)

At close: 06:07PM EDT

Performance overview

Morningstar return ratingN/A1

Year-to-date returnN/A

5-year average returnN/A

Number of years up38

Number of years down13

Best 1-yr total return (Invalid Date)45.58%

Worst 1-yr total return (Invalid Date)-24.35%

Best 3-yr total return45.58%

Worst 3-yr total return-4.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.

ReturnJMO.NZCategory

YTD-1.74%6.49%

1-month3.45%1.34%

3-month-1.75%6.49%

1-year8.78%11.04%

3-year16.77%2.69%

5-year15.25%6.63%

10-year13.78%2.24%

Last bull market0.00%0.00%

Last bear market0.00%0.00%

Annual total return (%) history

Year

JMO.NZCategory

2021

N/AN/A

2020

16.96%N/A

2019

24.73%N/A

2018

-8.55%N/A

2017

12.13%N/A

2016

33.40%N/A

2015

3.61%-2.30%

2014

11.09%1.15%

2013

23.72%22.85%

2012

11.72%14.03%

2011

-13.18%-10.81%

2010

21.45%9.13%

2009

45.58%32.73%

2008

-24.35%-42.85%

2007

8.54%10.81%

2006

6.27%21.38%

2005

25.73%8.20%

2004

6.31%13.37%

2003

19.40%33.21%

2002

-28.94%-19.20%

2001

-10.87%-19.52%

2000

-3.10%-13.04%

1999

39.52%27.36%

1998

13.22%20.85%

1997

13.29%9.15%

1996

0.43%13.43%

1995

18.55%14.42%

1994

-6.55%0.41%

1993

34.85%24.91%

1992

24.04%-3.88%

1991

21.22%10.57%

1990

-30.47%-5.68%

1989

34.90%22.52%

1988

17.31%9.44%

1987

-16.34%4.96%

1986

33.04%39.48%

1985

9.43%61.14%

1984

19.89%-4.96%

1983

33.05%18.28%

1982

21.62%6.55%

1981

7.74%-5.56%

1980

31.73%15.76%

1979

-6.18%12.11%

1978

8.70%18.46%

1977

12.17%11.86%

1976

7.24%15.59%

1975

84.50%24.49%

1974

-37.43%-5.16%

1973

-24.91%-1.84%

1972

37.78%21.22%

1971

33.64%12.26%

1970

-9.60%4.55%

Past quarterly returns (%)

YearQ1Q2Q3Q4

20218.70%6.39%N/AN/A

2020-15.13%19.27%3.63%11.50%

20199.69%8.56%2.01%2.67%

2018-2.99%3.26%6.29%-14.10%

20177.12%-2.10%3.07%3.74%

20160.32%6.71%12.44%10.83%

20158.39%-5.54%-7.03%8.84%

2014-0.49%2.69%1.65%6.95%

201313.41%-1.15%3.27%6.88%

20129.41%-5.24%3.63%3.98%

2011-0.83%0.83%-19.81%8.28%

201012.34%-13.27%12.71%10.59%

2009-4.80%11.81%26.41%8.19%

2008-11.69%-1.29%-8.44%-5.21%

20070.30%3.34%1.13%3.55%

20067.39%-7.22%0.82%5.78%

2005-0.54%6.35%9.03%9.01%

2004-1.09%1.58%-0.93%6.79%

2003-5.97%13.09%4.32%7.63%

20021.00%-15.32%-23.10%8.05%

2001-8.31%7.91%-22.08%15.61%

20002.66%4.52%-1.57%-8.25%

19993.14%13.75%-5.64%26.02%

19986.90%1.14%-14.80%22.92%

19975.06%10.87%4.51%-6.94%

19964.92%1.17%-0.68%-4.74%

1995-1.70%6.42%6.77%6.15%

1994-4.85%-2.09%1.96%-1.63%

19939.84%3.56%8.60%9.16%

19923.24%-5.94%6.76%19.64%

199124.57%4.80%-2.96%-4.30%

1990-10.13%-2.25%-23.23%3.09%

19897.63%7.13%8.90%7.43%

19886.56%8.90%0.07%1.03%

19876.15%7.83%5.05%-30.42%

198615.43%4.49%5.44%4.62%

1985-0.55%-0.14%-5.71%16.86%

19842.29%-3.15%13.59%6.53%

19839.91%10.86%0.83%8.30%

1982-5.04%2.12%8.54%15.54%

19815.00%7.96%-12.25%8.30%

19800.30%13.53%10.61%4.59%

19799.05%-9.06%4.59%-9.56%

19781.03%7.65%4.67%-4.52%

19774.25%5.49%5.09%-2.94%

19764.58%-0.74%-2.01%5.43%

197546.73%15.17%-2.00%11.40%

1974-23.05%3.68%-23.05%3.68%

1973-8.04%-1.08%-2.53%-15.31%

1972N/AN/AN/AN/A

1971N/AN/AN/AN/A

1970N/AN/AN/AN/A

Rank in category (by total return)

YTD4

1-month82

3-month60

1-year3

3-year4

5-year3

Load adjusted returns

1-year33.63%

3-year15.49%

5-year16.61%

10-year12.29%