Jupiter UK Smaller Companies Fund U2 GBP AccRegister 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 | 38.53 | -17.08 | 29.91 | 7.76 | 14.94 | -33.68 | -1.26 | 15.24 |
+/- Category | 12.57 | -5.11 | 4.65 | 0.47 | -7.91 | -9.65 | -1.03 | 2.03 |
+/- Category Index | - | - | - | - | - | - | -8.17 | 4.67 |
% Rank in Category | 5 | 83 | 38 | 45 | 88 | 87 | 63 | 28 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.78 | 0.78 | -0.20 |
1 Week | 1.68 | -0.03 | -0.30 |
1 Month | -0.41 | 1.07 | 0.11 |
3 Months | 5.79 | 3.68 | 3.52 |
6 Months | 15.65 | 4.36 | 3.47 |
YTD | 12.73 | 2.48 | 5.23 |
1 Year | 17.66 | 3.13 | 3.79 |
3 Years Annualised | -10.39 | -4.05 | -6.23 |
5 Years Annualised | 1.82 | -3.35 | -1.10 |
10 Years Annualised | 6.71 | -0.13 | 1.70 |
Category: UK Small-Cap Equity | |||
Category Index: Morningstar UK Small Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 0.33 | 8.14 | - | - |
2023 | -3.70 | -1.38 | -3.93 | 8.23 |
2022 | -16.60 | -14.85 | -13.14 | 7.53 |
2021 | 3.58 | 7.97 | 4.07 | -1.23 |
2020 | -29.19 | 20.17 | 8.64 | 16.56 |
2019 | 10.08 | 3.34 | -1.41 | 15.83 |
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