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Jupiter Merian NA Eq (IRL) I £ Acc (0P00013M2I.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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3,993.36-2.26 (-0.06%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.75%
5-year average return13.41%
Number of years up8
Number of years down2
Best 1-yr total return (28 Jun 2024)37.61%
Worst 1-yr total return (28 Jun 2024)N/A
Best 3-yr total return37.61%
Worst 3-yr total return8.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00013M2I.LCategory
YTD9.69%0.00%
1-month0.41%0.00%
3-month2.75%0.00%
1-year23.56%0.00%
3-year11.59%0.00%
5-year13.39%0.00%
10-year14.45%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00013M2I.LCategory
2024
N/AN/A
2023
17.13%N/A
2022
-6.77%N/A
2021
28.12%N/A
2020
13.83%N/A
2019
20.43%N/A
2018
-4.55%N/A
2017
11.01%N/A
2016
37.61%N/A
2015
6.37%N/A
2014
22.26%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.30%N/AN/AN/A
20232.55%4.46%1.42%7.81%
2022-0.33%-9.05%4.93%-1.98%
20217.49%7.12%2.88%8.16%
2020-14.52%20.26%2.17%8.38%
201910.94%4.84%3.35%0.19%
2018-5.58%11.69%6.45%-14.98%
20174.99%-1.54%1.82%5.48%
20163.00%7.04%9.98%13.49%
20158.20%-7.05%-5.51%11.93%
20140.16%3.63%6.93%10.16%

Rank in category (by total return)

YTD63
1-month92
3-month43
1-year46
3-year50
5-year60

Load adjusted returns

1-year23.56%
3-year11.59%
5-year13.39%
10-year14.45%