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Jupiter Financial Opportunities J Acc (0P0001JU9Q.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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878.60+15.57 (+1.80%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.17%
5-year average return5.70%
Number of years up3
Number of years down1
Best 1-yr total return (8 May 2024)26.97%
Worst 1-yr total return (8 May 2024)N/A
Best 3-yr total return26.97%
Worst 3-yr total return-2.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001JU9Q.LCategory
YTD11.40%0.00%
1-month3.90%0.00%
3-month11.40%0.00%
1-year25.46%0.00%
3-year1.52%0.00%
5-year6.11%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001JU9Q.LCategory
2024
N/AN/A
2023
9.20%N/A
2022
-20.57%N/A
2021
7.37%N/A
2020
15.62%N/A
2019
26.97%N/A
2018
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.40%N/AN/AN/A
2023-3.03%3.71%4.88%3.53%
2022-12.00%-13.14%0.71%3.18%
2021-0.84%4.73%5.66%-2.16%
2020-14.75%24.29%1.62%7.38%
201913.21%10.35%2.15%-0.51%
20188.47%4.36%-15.61%N/A

Rank in category (by total return)

YTD40
1-month81
3-month40
1-year52
3-year88
5-year84

Load adjusted returns

1-year25.46%
3-year1.52%
5-year6.11%
10-yearN/A