Jupiter Financial Opportunities Fund J AccRegister to Unlock Ratings |
Growth Of 1000 (GBP) | 31/07/2024 |
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Annual Returns (GBP) | 31/07/2024 | |||||||
2019* | 2020* | 2021 | 2022 | 2023 | 31/07 | |||
Price Return | 26.97 | 15.62 | 7.37 | -20.57 | 9.20 | 16.15 | ||
+/- Category | 7.82 | 19.80 | -16.08 | -17.79 | -4.03 | 2.15 | ||
+/- Category Index | - | - | -14.93 | -21.90 | -0.37 | 1.27 | ||
% Rank in Category | 19 | 5 | 94 | 94 | 64 | 32 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 0.83 | 0.75 | -0.13 |
1 Week | 2.81 | 0.26 | 0.26 |
1 Month | -1.86 | 0.06 | -2.36 |
3 Months | -1.23 | 0.16 | -1.60 |
6 Months | 7.81 | 0.07 | -1.24 |
YTD | 11.78 | 3.69 | -0.36 |
1 Year | 17.37 | -1.07 | -4.22 |
3 Years Annualised | -1.56 | -6.05 | -9.92 |
5 Years Annualised* | 3.01 | -3.84 | -6.20 |
10 Years Annualised* | - | - | - |
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 | 11.40 | 1.66 | - | - |
2023 | -3.03 | 3.71 | 4.88 | 3.53 |
2022 | -12.00 | -13.14 | 0.71 | 3.18 |
2021 | -0.84 | 4.73 | 5.66 | -2.16 |
2020 | -14.75* | 24.29* | 1.62 | 7.38 |
2019 | 13.21* | 10.35* | 2.15* | -0.51* |
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