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Jupiter Merlin Income Portfolio Acc (GB0003629374.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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288.00-1.00 (-0.35%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up14
Number of years down4
Best 1-yr total return (Invalid Date)17.91%
Worst 1-yr total return (Invalid Date)-10.44%
Best 3-yr total return17.91%
Worst 3-yr total return0.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnGB0003629374.LCategory
YTD-0.65%2.91%
1-month0.39%0.67%
3-month2.33%2.91%
1-year-3.12%12.90%
3-year1.25%6.44%
5-year4.63%6.97%
10-year4.98%4.88%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
GB0003629374.LCategory
2018
N/AN/A
2017
7.78%N/A
2016
7.39%N/A
2015
1.73%1.35%
2014
4.08%5.51%
2013
8.18%9.90%
2012
10.51%8.56%
2011
-0.31%-2.70%
2010
12.83%10.10%
2009
17.91%16.85%
2008
-10.44%-15.01%
2007
3.12%2.45%
2006
11.50%7.36%
2005
17.53%14.65%
2004
12.10%9.74%
2003
15.66%16.83%
2002
-4.99%-12.45%
2001
-2.25%-6.01%
2000
5.90%2.19%
1999
10.46%19.13%
1998
9.44%11.13%
1997
N/A17.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-3.60%4.34%0.65%N/A
20173.88%1.32%-0.04%2.46%
2016-1.04%1.81%5.83%0.72%
20154.16%-2.47%-2.70%2.92%
20140.86%0.91%0.49%1.76%
20138.59%-2.82%0.71%1.80%
20124.27%-0.05%4.44%1.54%
2011-1.23%1.25%-4.40%4.27%
20105.26%-1.71%5.34%3.52%
2009-5.57%6.04%14.28%3.03%
2008-4.92%-1.54%-4.54%0.21%
20072.25%0.97%-1.14%1.04%
20065.46%-2.66%3.73%4.70%
20052.94%2.89%6.29%4.40%
20042.42%1.56%1.65%6.01%
2003-1.49%11.06%1.51%4.15%
20022.71%-3.14%-5.35%0.89%
2001-1.44%1.64%-9.96%8.37%
2000-0.19%1.05%0.57%4.41%
19996.57%3.45%-4.67%5.10%
199813.65%-1.01%-11.95%10.49%
199710.87%-0.08%N/AN/A

Rank in category (by total return)

YTD84
1-month58
3-month81
1-year71
3-year93
5-year51

Load adjusted returns

1-year-8.20%
3-year-0.56%
5-year3.51%
10-year4.42%