Jupiter North American Income L Acc

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Growth Of 1000 (GBP) 30/09/2021
Fund:  Jupiter North American Income L Acc
Category:  US Large-Cap Blend Equity
Category Index:  Russell 1000 TR USD
Growth of 1,000 GBP
Annual Returns (GBP)30/09/2021
 201420152016201720182019202030/09
Price Return17.721.7035.596.85-4.9218.300.7514.91
+/- Category0.09-2.315.00-2.88-3.49-5.12-13.34-1.18
+/- Category Index-2.57-5.061.93-4.30-6.05-8.05-16.48-1.87
% Rank in Category5577108185919675
Trailing Returns (GBP)22/10/2021
   Total Returns   +/- Category   +/- Category Index
1 Day0.36   -0.150.15
1 Week2.03   0.140.37
1 Month3.04   0.180.46
3 Months3.06   -0.94-1.27
6 Months9.23   -0.38-1.65
YTD17.44   -3.25-3.45
1 Year22.65   -3.40-5.05
3 Years Annualised9.60   -6.60-8.93
5 Years Annualised8.59   -5.06-7.27
10 Years Annualised12.79   -2.95-5.27
 
Quarterly Returns (GBP)30/09/2021
 Quarter 1Quarter 2Quarter 3Quarter 4
20213.437.403.44-
2020-16.1111.732.674.70
20196.2810.183.78-2.65
2018-8.647.396.92-9.36
20173.13-2.330.765.29
20162.359.957.6111.96
 
 
 
Standardised Performance
Yr toYr toYr toYr toYr to
30 Sep 1730 Sep 1830 Sep 1930 Sep 2030 Sep 21
13.6310.4410.15-6.3220.31
 
 
 
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* This share class has performance data calculated prior to the inception date, 2007-05-08. This is based upon a simulated/extended track record, using the track record of Jupiter North American Income L Inc (ISIN: GB0003840617), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)