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Jupiter Monthly Income Inc (F0GBR04C4I.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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30.00-1.00 (-3.23%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up12
Number of years down6
Best 1-yr total return (Invalid Date)39.68%
Worst 1-yr total return (Invalid Date)-35.61%
Best 3-yr total return39.68%
Worst 3-yr total return-8.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnF0GBR04C4I.LCategory
YTD4.42%2.91%
1-month0.60%0.67%
3-month1.61%2.91%
1-year2.42%12.90%
3-year9.35%6.44%
5-year6.68%6.97%
10-year13.05%4.88%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
F0GBR04C4I.LCategory
2018
-3.71%N/A
2017
9.66%N/A
2016
13.71%N/A
2015
6.25%1.35%
2014
6.50%5.51%
2013
14.31%9.90%
2012
18.77%8.56%
2011
-4.47%-2.70%
2010
19.74%10.10%
2009
39.68%16.85%
2008
-35.61%-15.01%
2007
-3.95%2.45%
2006
23.35%7.36%
2005
29.17%14.65%
2004
28.27%9.74%
2003
39.81%16.83%
2002
-37.36%-12.45%
2001
-22.67%-6.01%
2000
N/A2.19%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-3.16%4.05%1.35%-5.71%
20174.40%2.58%1.23%1.14%
2016-0.23%1.67%9.35%2.52%
20155.00%-0.07%-2.57%3.93%
20141.91%3.45%-0.37%1.39%
20139.61%-2.12%3.88%2.58%
20127.35%-2.31%6.46%6.38%
2011-0.58%3.60%-8.72%1.62%
20106.14%-3.71%7.54%8.94%
2009-5.26%21.75%17.42%3.13%
2008-7.99%-0.99%-13.92%-17.88%
20073.86%2.65%-4.44%-5.72%
200612.96%-5.23%4.51%10.25%
20058.47%3.66%9.80%4.62%
20044.08%-0.85%7.36%15.77%
2003-4.66%24.57%9.98%7.04%
2002-11.53%-2.13%-31.30%5.32%
2001-3.47%3.77%-21.30%-1.90%
20006.12%-3.31%-3.72%N/A

Rank in category (by total return)

YTD36
1-month84
3-month30
1-year9
3-year2
5-year7

Load adjusted returns

1-year2.42%
3-year9.35%
5-year6.68%
10-year13.05%