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Jupiter UK Growth Investment Trust PLC (JPG.L)

YHD - YHD Delayed price. Currency in GBp (0.01 GBP)
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262.00-4.00 (-1.50%)
At close: 05:07PM EST

Performance overview

Morningstar return rating★★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up22
Number of years down6
Best 1-yr total return (Invalid Date)30.83%
Worst 1-yr total return (Invalid Date)-33.56%
Best 3-yr total return30.83%
Worst 3-yr total return-16.47%

Trailing returns (%) vs. Benchmarks

ReturnJPG.LCategory
YTD-4.21%4.03%
1-month-0.88%1.29%
3-month1.85%4.03%
1-year-6.71%18.80%
3-year3.96%6.88%
5-year5.69%9.87%
10-year7.01%5.55%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
JPG.LCategory
2018
N/AN/A
2017
5.82%N/A
2016
2.66%N/A
2015
4.60%2.43%
2014
0.69%1.00%
2013
26.30%23.58%
2012
22.36%13.54%
2011
-11.90%-5.32%
2010
22.17%15.83%
2009
25.79%28.37%
2008
-28.61%-30.40%
2007
18.73%3.62%
2006
30.83%15.69%
2005
23.10%20.48%
2004
20.35%11.18%
2003
22.11%19.60%
2002
-28.16%-22.71%
2001
-33.56%-13.35%
2000
1.85%-4.24%
1999
53.16%23.51%
1998
26.03%11.02%
1997
16.41%20.74%
1996
32.21%14.33%
1995
23.92%21.29%
1994
-7.23%-7.13%
1993
54.78%27.26%
1992
21.06%18.88%
1991
17.39%11.65%
1990
-27.60%-14.57%
1989
28.05%25.70%
1988
39.23%6.19%
1987
N/A12.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-4.57%9.02%-4.53%N/A
20176.34%-0.66%-1.38%1.57%
2016-3.36%-10.34%11.58%6.19%
20156.72%-1.68%-7.15%7.36%
2014-1.25%-0.50%-0.45%2.94%
201314.23%-3.36%6.61%7.31%
201217.74%-8.01%8.48%4.14%
20111.86%-0.47%-18.47%6.59%
201010.14%-12.59%17.06%8.40%
2009-4.85%5.73%23.14%1.54%
2008-8.93%-1.68%-14.79%-6.43%
20076.20%7.64%4.94%-1.03%
200616.41%-5.53%5.50%12.76%
20059.74%-4.41%13.25%3.62%
20047.61%-1.31%5.45%7.46%
2003-11.56%19.85%8.34%6.34%
2002-1.81%-10.49%-18.97%0.87%
2001-5.88%-6.50%-29.20%6.64%
20005.64%-0.79%9.25%-11.05%
19999.85%8.20%5.43%22.22%
199822.24%9.29%-17.72%14.65%
19974.80%0.87%4.12%5.75%
19967.73%11.79%2.94%6.64%
1995-2.32%6.35%11.20%7.27%
19942.57%-8.43%3.14%-4.24%
19939.64%7.05%17.12%12.60%
19922.94%1.28%1.46%14.45%
199114.55%-0.35%10.09%-6.59%
1990-5.25%-10.73%-16.62%2.66%
198915.02%1.47%6.16%3.35%
19883.31%16.91%6.67%8.06%
1987-42.71%N/AN/AN/A

Rank in category (by total return)

YTD93
1-month90
3-month86
1-year72
3-year60
5-year44

Load adjusted returns

1-year-6.71%
3-year3.96%
5-year5.69%
10-year7.01%