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Jupiter North American Income Fund (F0GBR04C4S.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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127.00-3.00 (-2.31%)
As of 06:07PM EDT. Market open.

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up15
Number of years down5
Best 1-yr total return (Invalid Date)35.73%
Worst 1-yr total return (Invalid Date)-6.85%
Best 3-yr total return35.73%
Worst 3-yr total return0.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnF0GBR04C4S.LCategory
YTD4.98%5.53%
1-month1.70%0.00%
3-month-4.65%5.53%
1-year0.97%15.32%
3-year12.56%7.50%
5-year11.84%10.62%
10-year13.78%5.16%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
F0GBR04C4S.LCategory
2018
-4.92%N/A
2017
6.87%N/A
2016
35.73%N/A
2015
1.89%-1.68%
2014
17.91%10.74%
2013
25.08%31.19%
2012
8.71%12.72%
2011
2.90%-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
2018-8.62%7.39%6.90%-9.36%
20173.14%-2.33%0.77%5.28%
20162.45%9.95%7.63%11.96%
20152.92%-6.43%-6.31%12.94%
20140.62%2.01%6.19%8.18%
201318.29%2.59%-1.83%4.99%
20126.14%-2.77%4.97%0.35%
20111.56%0.68%-7.97%9.35%
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)

YTD92
1-month81
3-month95
1-year92
3-year84
5-year74

Load adjusted returns

1-year0.97%
3-year12.56%
5-year11.84%
10-year13.78%