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Jupiter Merlin Growth Portfolio Fund I Inc (0P0000X9VO.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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635.62-0.60 (-0.09%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.47%
5-year average return6.85%
Number of years up9
Number of years down2
Best 1-yr total return (5 Jul 2024)18.30%
Worst 1-yr total return (5 Jul 2024)N/A
Best 3-yr total return18.30%
Worst 3-yr total return5.62%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000X9VO.LCategory
YTD5.42%0.00%
1-month0.35%0.00%
3-month2.92%0.00%
1-year14.82%0.00%
3-year6.92%0.00%
5-year8.08%0.00%
10-year8.54%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000X9VO.LCategory
2024
N/AN/A
2023
11.51%N/A
2022
-5.53%N/A
2021
17.87%N/A
2020
5.80%N/A
2019
16.98%N/A
2018
-3.89%N/A
2017
10.75%N/A
2016
16.17%N/A
2015
6.19%N/A
2014
7.48%N/A
2013
18.30%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.07%N/AN/AN/A
20233.11%0.74%3.04%4.18%
2022-2.52%-7.71%1.23%3.73%
20213.33%5.83%2.84%4.81%
2020-13.47%13.85%2.05%5.23%
20197.85%5.86%2.69%-0.22%
2018-4.44%7.10%2.83%-8.67%
20174.47%0.87%0.06%5.03%
2016-0.22%3.58%8.38%3.72%
20158.07%-3.61%-4.68%6.95%
2014-1.04%1.65%1.59%5.17%
201313.17%-2.40%2.33%4.67%

Rank in category (by total return)

YTD64
1-month86
3-month62
1-year24
3-year11
5-year20

Load adjusted returns

1-year14.82%
3-year6.92%
5-year8.08%
10-year8.54%