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Jupiter Merian NA Eq (IRL) S £ Acc (0P0000ZXZ7.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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4,136.20-6.53 (-0.16%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.36%
5-year average return12.43%
Number of years up8
Number of years down2
Best 1-yr total return (3 Jul 2024)37.30%
Worst 1-yr total return (3 Jul 2024)N/A
Best 3-yr total return37.30%
Worst 3-yr total return8.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000ZXZ7.LCategory
YTD9.58%0.00%
1-month0.39%0.00%
3-month2.68%0.00%
1-year23.25%0.00%
3-year11.30%0.00%
5-year13.11%0.00%
10-year14.19%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000ZXZ7.LCategory
2024
N/AN/A
2023
16.83%N/A
2022
-7.01%N/A
2021
27.79%N/A
2020
13.56%N/A
2019
20.15%N/A
2018
-4.74%N/A
2017
10.74%N/A
2016
37.30%N/A
2015
6.19%N/A
2014
22.10%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.23%N/AN/AN/A
20232.49%4.40%1.35%7.74%
2022-0.40%-9.11%4.86%-2.05%
20217.42%7.05%2.81%8.09%
2020-14.57%20.21%2.10%8.31%
201910.87%4.77%3.30%0.14%
2018-5.64%11.62%6.39%-14.99%
20174.95%-1.68%1.81%5.41%
20162.93%6.97%9.91%13.46%
20158.19%-7.11%-5.55%11.86%
20140.16%3.63%6.86%10.09%

Rank in category (by total return)

YTD64
1-month92
3-month45
1-year50
3-year55
5-year62

Load adjusted returns

1-year23.25%
3-year11.30%
5-year13.11%
10-year14.19%