Jupiter UK Special Situations J IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/03/2024 |
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Annual Returns (GBP) | 31/03/2024 | |||||||
2017* | 2018* | 2019* | 2020* | 2021 | 2022 | 2023 | 31/03 | |
Price Return | 8.13 | -8.19 | 15.19 | -14.32 | 19.38 | 5.04 | 11.10 | 2.23 |
+/- Category | -3.50 | 1.63 | -4.15 | -5.22 | 1.41 | 7.11 | 2.89 | -1.06 |
+/- Category Index | - | - | - | - | - | - | 3.48 | -1.20 |
% Rank in Category | 34 | 15 | 90 | 93 | 14 | 11 | 11 | 85 |
Trailing Returns (GBP) | 25/04/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | -0.29 | -0.30 | -0.78 |
1 Week | 3.38 | 1.00 | 0.84 |
1 Month | 2.59 | 0.90 | 0.20 |
3 Months | 5.52 | -1.42 | -2.56 |
6 Months | 11.70 | -0.44 | -0.03 |
YTD | 3.37 | -0.76 | -1.80 |
1 Year | 5.89 | 0.37 | -0.33 |
3 Years Annualised | 7.96 | 1.99 | 0.46 |
5 Years Annualised* | 5.67 | 1.27 | 0.95 |
10 Years Annualised* | 5.69 | 0.39 | 0.10 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/03/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.23 | - | - | - |
2023 | 6.94 | -3.45 | 4.43 | 3.03 |
2022 | 2.87 | 0.00 | -7.09 | 9.90 |
2021 | 12.51 | 4.09 | 0.09 | 1.85 |
2020 | -29.74* | 10.29* | -6.62 | 18.41 |
2019 | 4.34* | 0.85* | 3.52* | 5.75* |
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