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Jupiter North American Income I Acc (F00000MWKI.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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156.00-2.00 (-1.27%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up5
Number of years downN/A
Best 1-yr total return (Invalid Date)26.03%
Worst 1-yr total return (Invalid Date)-43.24%
Best 3-yr total return26.03%
Worst 3-yr total return-17.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnF00000MWKI.LCategory
YTD3.95%5.53%
1-month1.26%0.00%
3-month8.96%5.53%
1-year6.32%15.32%
3-year10.63%7.50%
5-year12.22%10.62%
10-year9.35%5.16%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
F00000MWKI.LCategory
2018
N/AN/A
2017
7.66%N/A
2016
36.77%N/A
2015
2.64%-1.68%
2014
18.79%10.74%
2013
26.03%31.19%
2012
9.49%12.72%
2011
3.13%-2.40%
2010
16.54%11.34%
2009
15.64%27.82%
2008
-6.85%-39.75%
2007
8.47%5.85%
2006
1.25%13.24%
2005
17.50%3.58%
2004
2.32%8.87%
2003
21.63%27.07%
2002
-43.24%-23.54%
2001
-18.75%-14.74%
2000
-6.05%-9.08%
1999
26.63%20.74%
1998
N/A23.82%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-8.49%7.59%7.12%N/A
20173.32%-2.15%0.95%5.48%
20162.66%10.16%7.82%12.16%
20153.09%-6.25%-6.13%13.14%
20140.80%2.19%6.38%8.39%
201318.49%2.79%-1.64%5.19%
20126.30%-2.61%5.18%0.55%
20119.53%0.68%-7.91%9.53%
201012.48%-10.97%3.18%12.79%
2009-7.62%0.37%18.86%4.92%
2008-8.45%1.89%0.77%-0.90%
20073.06%4.27%1.46%-0.52%
20064.99%-7.72%1.12%3.36%
20050.32%7.73%5.63%2.93%
20040.48%1.85%-3.09%3.16%
20031.15%15.21%1.28%3.05%
2002-2.57%-24.66%-24.45%2.35%
2001-13.32%10.38%-28.30%18.44%
20006.42%1.15%-1.84%-11.08%
199911.75%4.75%-9.50%19.52%
199823.06%N/AN/AN/A

Rank in category (by total return)

YTD15
1-month3
3-month10
1-year7
3-year61
5-year30

Load adjusted returns

1-year0.74%
3-year8.66%
5-year11.02%
10-year8.76%