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Jupiter UK Dynamic Eq I £ Inc (0P00013396.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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431.59-2.17 (-0.50%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.23%
5-year average return-1.24%
Number of years up10
Number of years down4
Best 1-yr total return (18 Apr 2024)43.03%
Worst 1-yr total return (18 Apr 2024)N/A
Best 3-yr total return43.03%
Worst 3-yr total return-9.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00013396.LCategory
YTD5.17%0.00%
1-month4.37%0.00%
3-month5.17%0.00%
1-year5.14%0.00%
3-year-8.07%0.00%
5-year0.60%0.00%
10-year4.96%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00013396.LCategory
2024
N/AN/A
2023
-1.88%N/A
2022
-28.57%N/A
2021
6.95%N/A
2020
6.99%N/A
2019
32.69%N/A
2018
-19.40%N/A
2017
32.39%N/A
2016
10.45%N/A
2015
23.52%N/A
2014
5.62%N/A
2013
43.03%N/A
2012
28.79%N/A
2011
-6.04%N/A
2010
31.32%N/A
2009
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.17%N/AN/AN/A
2023-1.86%0.77%-4.80%4.22%
2022-17.20%-13.38%-4.81%4.62%
20211.47%5.19%2.72%-2.45%
2020-33.58%27.83%7.82%16.87%
20198.59%5.27%1.60%14.25%
2018-6.53%8.56%-0.77%-19.96%
20179.98%8.03%6.24%4.89%
2016-4.05%-5.68%17.62%3.77%
20157.74%4.90%1.81%7.35%
20146.02%-6.65%2.56%4.06%
201314.72%3.39%9.26%10.36%
201215.95%-4.43%9.70%5.94%
20110.29%3.25%-16.55%8.75%
20106.19%-6.52%17.06%13.00%
200923.24%-2.49%N/AN/A

Rank in category (by total return)

YTD8
1-month42
3-month8
1-year80
3-year92
5-year84

Load adjusted returns

1-year5.14%
3-year-8.07%
5-year0.60%
10-year4.96%