UK markets close in 3 hours 49 minutes

Jupiter UK Alpha Fund (IRL) (0P0000ZZDN.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
1,608.13+0.54 (+0.03%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.34%
5-year average return4.18%
Number of years up6
Number of years down4
Best 1-yr total return (21 Jun 2024)23.06%
Worst 1-yr total return (21 Jun 2024)N/A
Best 3-yr total return23.06%
Worst 3-yr total return0.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000ZZDN.LCategory
YTD4.73%0.00%
1-month0.14%0.00%
3-month8.51%0.00%
1-year7.23%0.00%
3-year4.18%0.00%
5-year5.47%0.00%
10-year4.92%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000ZZDN.LCategory
2024
N/AN/A
2023
6.54%N/A
2022
-1.56%N/A
2021
15.65%N/A
2020
-8.28%N/A
2019
23.06%N/A
2018
-11.41%N/A
2017
13.96%N/A
2016
13.47%N/A
2015
-2.77%N/A
2014
0.89%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.89%N/AN/AN/A
20233.82%0.95%-1.41%3.11%
2022-0.99%-8.57%-4.18%13.50%
20217.98%2.90%3.60%0.48%
2020-30.08%12.07%-2.08%19.52%
201910.19%4.01%0.90%6.42%
2018-6.44%8.32%-0.67%-12.00%
20173.22%2.21%2.87%5.00%
2016-3.15%-2.31%12.44%6.67%
20154.56%-1.62%-10.08%5.12%
2014-2.53%0.77%-0.25%2.98%

Rank in category (by total return)

YTD90
1-month99
3-month71
1-year94
3-year82
5-year67

Load adjusted returns

1-year7.23%
3-year4.18%
5-year5.47%
10-year4.92%