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Jupiter Merlin Balanced Port I Inc (0P0000U20V.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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166.69-0.77 (-0.46%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.88%
5-year average return5.84%
Number of years up10
Number of years down2
Best 1-yr total return (1 Jul 2024)14.38%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return14.38%
Worst 3-yr total return4.65%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000U20V.LCategory
YTD4.67%0.00%
1-month0.58%0.00%
3-month4.33%0.00%
1-year11.55%0.00%
3-year5.76%0.00%
5-year6.66%0.00%
10-year7.47%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000U20V.LCategory
2024
N/AN/A
2023
9.77%N/A
2022
-3.25%N/A
2021
14.38%N/A
2020
3.58%N/A
2019
13.29%N/A
2018
-2.28%N/A
2017
11.26%N/A
2016
14.21%N/A
2015
5.97%N/A
2014
6.04%N/A
2013
14.19%N/A
2012
10.01%N/A
2011
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.58%N/AN/AN/A
20234.21%-0.99%1.33%4.99%
2022-1.09%-7.04%1.40%3.78%
20213.07%5.18%1.85%3.60%
2020-11.89%11.84%0.54%4.55%
20196.17%5.40%2.01%-0.75%
2018-3.59%6.24%1.99%-6.47%
20174.49%2.04%0.32%4.01%
20160.51%3.57%7.59%1.97%
20156.97%-3.13%-3.75%6.25%
2014-0.19%0.34%1.28%4.54%
201311.38%-2.52%1.37%3.76%
20125.05%-1.82%4.46%2.12%
20114.36%N/AN/AN/A

Rank in category (by total return)

YTD45
1-month72
3-month11
1-year34
3-year6
5-year18

Load adjusted returns

1-year11.55%
3-year5.76%
5-year6.66%
10-year7.47%