LSE - Delayed Quote GBP
Jupiter UK Mid Cap L GBP Acc (0P00000K41.L)
3.7644
+0.0356
+(0.95%)
At close: May 27 at 9:00:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 5.92% |
| 5y Average Return | -1.63% |
| Number of Years Up | 18 |
| Number of Years Down | 4 |
| Best 1Y Total Return (May 30, 2025) | 37.30% |
| Worst 1Y Total Return (May 30, 2025) | -- |
| Best 3Y Total Return | 37.30% |
| Worst 3Y Total Return | -13.72% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00000K41.L
Category
- YTD
- -1.00%
- 0.00%
- 1-Month
- 3.84%
- 0.00%
- 3-Month
- -3.44%
- 0.00%
- 1-Year
- -0.20%
- 0.00%
- 3-Year
- -5.52%
- 0.00%
- 5-Year
- -1.62%
- 0.00%
- 10-Year
- 1.18%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P00000K41.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -4.66% | -- | -- | -- |
| 2024 | 3.83% | 1.59% | 2.33% | -3.57% |
| 2023 | 0.40% | -0.39% | -4.38% | 10.00% |
| 2022 | -21.04% | -18.74% | -12.26% | 5.59% |
| 2021 | 2.25% | 4.27% | 1.41% | -4.98% |
| 2020 | -33.61% | 29.81% | 7.05% | 19.26% |
| 2019 | 9.41% | 3.10% | 2.35% | 11.53% |
| 2018 | -6.73% | 8.79% | -1.34% | -22.20% |
| 2017 | 7.18% | 8.67% | 3.60% | 5.28% |
| 2016 | -5.62% | -6.85% | 17.30% | 5.88% |
| 2015 | 9.20% | 3.65% | 1.59% | 7.65% |
| 2014 | 4.88% | -7.57% | 3.35% | 7.10% |
| 2013 | 14.81% | 2.93% | 6.27% | 9.34% |
| 2012 | 15.73% | -4.29% | 10.68% | 6.48% |
| 2011 | 0.44% | 3.69% | -18.73% | 6.86% |
| 2010 | 9.50% | -8.91% | 14.38% | 12.11% |
| 2009 | -2.40% | 12.29% | 23.07% | -0.48% |
| 2008 | -5.60% | -4.90% | -12.54% | -11.81% |
| 2007 | 4.27% | 1.83% | -1.42% | -2.10% |
| 2006 | 14.22% | -3.64% | 6.81% | 13.54% |
| 2005 | 2.25% | 4.82% | 9.72% | 12.41% |
| 2004 | 9.72% | 2.41% | 1.53% | 11.19% |
| 2003 | -3.63% | 23.69% | 10.57% | 5.13% |
| 2002 | -5.55% | -10.30% | 0.80% | -- |
Rank in Category (By Total Return)
| YTD | 21 |
| 1-Month | 20 |
| 3-Month | 26 |
| 1-Year | 74 |
| 3-Year | 98 |
| 5-Year | 100 |
Load Adjusted Returns
| 1-Year | -4.19% |
| 3-Year | -6.80% |
| 5-Year | -2.42% |
| 10-Year | 0.76% |
Performance & Risk
| YTD Return | 5.92% |
| 5y Average Return | -1.63% |
| Rank in Category (ytd) | 21 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Jupiter Fund Managers Limited |
| Net Assets | 325.21M |
| YTD Return | -1.00% |
| Yield | 1.33% |
| Morningstar Rating | |
| Inception Date | Oct 26, 2012 |
Fund Summary
Fund Summary Information Not Available
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