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Jupiter Investment Grade Bd L GBP Inc (0P00000R3E.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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99.94-0.40 (-0.40%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.06%
5-year average return-1.04%
Number of years up16
Number of years down6
Best 1-yr total return (21 Jul 2023)35.88%
Worst 1-yr total return (21 Jul 2023)N/A
Best 3-yr total return35.88%
Worst 3-yr total return-4.57%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000R3E.LCategory
YTD0.06%0.00%
1-month2.01%0.00%
3-month-2.16%0.00%
1-year-7.06%0.00%
3-year-6.45%0.00%
5-year-1.04%0.00%
10-year1.81%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000R3E.LCategory
2023
N/AN/A
2022
-19.45%N/A
2021
-2.70%N/A
2020
10.87%N/A
2019
11.15%N/A
2018
-2.94%N/A
2017
4.98%N/A
2016
9.72%N/A
2015
-2.10%N/A
2014
9.46%N/A
2013
4.86%N/A
2012
17.64%N/A
2011
3.73%N/A
2010
15.90%N/A
2009
35.88%N/A
2008
-28.89%N/A
2007
-0.60%N/A
2006
2.56%N/A
2005
10.58%N/A
2004
7.68%N/A
2003
5.34%N/A
2002
13.18%N/A
2001
7.84%N/A
2000
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20231.99%-4.22%N/AN/A
2022-4.64%-10.54%-11.47%6.67%
2021-3.55%1.72%-0.52%-0.30%
2020-3.67%9.08%1.99%3.45%
20193.64%3.10%3.53%0.47%
2018-1.27%-0.65%-0.18%-0.87%
20171.77%0.49%-0.07%2.72%
20161.92%3.56%6.89%-2.76%
20153.15%-4.51%-1.05%0.45%
20142.40%2.92%0.48%3.37%
20131.98%-2.13%2.62%2.39%
20122.79%2.33%5.98%5.53%
20111.35%1.45%-0.71%1.61%
20108.83%0.47%7.81%-1.68%
2009-11.50%25.58%19.60%2.23%
2008-5.16%-1.60%-11.41%-13.98%
20070.33%-1.78%-0.29%1.17%
2006-0.31%-1.05%3.33%0.62%
20051.34%4.54%2.06%2.27%
20040.87%-1.47%3.66%4.51%
20031.01%3.54%0.26%0.45%
20021.16%3.53%5.56%2.37%
20012.92%-0.20%3.35%1.59%
20001.40%4.99%N/AN/A

Rank in category (by total return)

YTD90
1-month92
3-month83
1-year82
3-year76
5-year44

Load adjusted returns

1-year-11.44%
3-year-8.13%
5-year-2.16%
10-year1.32%