Jupiter Financial Innovation Class L GBP A IncRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 31/07 | |
Price Return | 18.82 | -10.64 | 25.14 | 30.21 | 4.16 | -33.09 | 13.14 | 12.20 |
+/- Category | 3.02 | 2.68 | 5.99 | 34.39 | -19.29 | -30.31 | -0.09 | -1.81 |
+/- Category Index | - | - | - | - | -18.14 | -34.42 | 3.56 | -2.68 |
% Rank in Category | 23 | 43 | 30 | 2 | 97 | 99 | 37 | 66 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.64 | 1.56 | 0.68 |
1 Week | 4.06 | 1.52 | 1.51 |
1 Month | -6.43 | -4.51 | -6.94 |
3 Months | -4.52 | -3.13 | -4.89 |
6 Months | 3.90 | -3.84 | -5.15 |
YTD | 8.29 | 0.19 | -3.85 |
1 Year | 19.44 | 0.99 | -2.15 |
3 Years Annualised | -6.98 | -11.46 | -15.34 |
5 Years Annualised | 0.74 | -6.11 | -8.47 |
10 Years Annualised | 7.16 | -1.88 | -2.85 |
Category: Sector Equity Financial Services | |||
Category Index: Morningstar Gbl Fin Svc TME NR USD |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 11.99 | 2.50 | - | - |
2023 | -3.38 | 2.43 | 4.12 | 9.80 |
2022 | -16.25 | -20.51 | -0.41 | 0.92 |
2021 | -6.16 | 6.52 | 7.54 | -3.11 |
2020 | -14.88 | 30.61 | 1.89 | 14.95 |
2019 | 12.10 | 12.75 | -1.19 | 0.20 |
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