Jupiter UK Special Situations J 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 | 8.13 | -8.19 | 15.19 | -14.32 | 19.38 | 5.04 | 11.10 | 8.29 |
+/- Category | -3.50 | 1.63 | -4.15 | -5.22 | 1.41 | 7.11 | 2.89 | -1.88 |
+/- Category Index | - | - | - | - | - | - | 3.48 | -2.41 |
% Rank in Category | 34 | 15 | 90 | 93 | 14 | 11 | 11 | 87 |
Trailing Returns (GBP) | 14/08/2024 | ||
Total Returns | +/- Category | +/- Category Index | |
1 Day | 1.01 | 1.07 | 0.31 |
1 Week | 1.64 | -0.65 | -0.16 |
1 Month | -1.19 | -0.56 | -1.92 |
3 Months | -2.51 | -1.25 | -2.33 |
6 Months | 7.59 | -2.40 | -4.91 |
YTD | 5.47 | -1.87 | -4.31 |
1 Year | 11.04 | -0.73 | -3.58 |
3 Years Annualised | 7.03 | 2.11 | -0.02 |
5 Years Annualised* | 6.77 | 1.36 | 0.45 |
10 Years Annualised* | 5.82 | 0.23 | -0.12 |
Category: UK Large-Cap Equity | |||
Category Index: Morningstar UK All Cap TME NR GBP |
Quarterly Returns (GBP) | 31/07/2024 | |||
Quarter 1 | Quarter 2 | Quarter 3 | Quarter 4 | |
2024 | 2.23 | 2.45 | - | - |
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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