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Jupiter UK Dynamic Eq L £ Inc (0P00013394.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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425.35+5.46 (+1.30%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.78%
5-year average return-1.31%
Number of years up10
Number of years down4
Best 1-yr total return (23 Apr 2024)42.55%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return42.55%
Worst 3-yr total return-9.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00013394.LCategory
YTD5.04%0.00%
1-month4.33%0.00%
3-month5.04%0.00%
1-year4.62%0.00%
3-year-8.53%0.00%
5-year0.19%0.00%
10-year4.52%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00013394.LCategory
2024
N/AN/A
2023
-2.37%N/A
2022
-28.93%N/A
2021
6.41%N/A
2020
6.95%N/A
2019
32.03%N/A
2018
-19.81%N/A
2017
31.89%N/A
2016
10.01%N/A
2015
22.99%N/A
2014
5.12%N/A
2013
42.55%N/A
2012
28.23%N/A
2011
-6.25%N/A
2010
30.67%N/A
2009
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.04%N/AN/AN/A
2023-1.98%0.64%-4.92%4.09%
2022-17.30%-13.49%-4.93%4.49%
20211.34%5.06%2.59%-2.58%
2020-33.73%28.04%7.70%17.04%
20198.46%5.14%1.47%14.10%
2018-6.64%8.43%-0.82%-20.12%
20179.86%7.92%6.15%4.80%
2016-4.16%-5.79%17.55%3.66%
20157.63%4.79%1.70%7.22%
20145.92%-6.92%2.52%4.01%
201314.58%3.39%9.16%10.23%
201215.85%-4.52%9.56%5.81%
20110.16%3.13%-16.66%8.92%
20106.06%-6.63%16.92%12.86%
200923.13%-2.57%N/AN/A

Rank in category (by total return)

YTD9
1-month46
3-month9
1-year83
3-year94
5-year88

Load adjusted returns

1-year-0.61%
3-year-10.08%
5-year-0.83%
10-year3.98%