OTC Markets OTCPK - Delayed Quote USD

Jupiter Merian NA Eq (IRL) C $ Acc (0P00000SZH)

38.40 -0.04 (-0.10%)
At close: July 30 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 11.58%
5y Average Return 10.37%
Number of Years Up 16
Number of Years Down 5
Best 1Y Total Return (Jul 31, 2024) 28.18%
Worst 1Y Total Return (Jul 31, 2024) --
Best 3Y Total Return 28.18%
Worst 3Y Total Return 5.04%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00000SZH
Category
YTD
11.70%
0.00%
1-Month
2.98%
0.00%
3-Month
1.98%
0.00%
1-Year
21.70%
0.00%
3-Year
5.66%
0.00%
5-Year
10.85%
0.00%
10-Year
9.04%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00000SZH
Category
2024
--
--
2023
21.25%
--
2022
-18.58%
--
2021
23.73%
--
2020
15.05%
--
2019
21.87%
--
2018
-11.78%
--
2017
19.27%
--

2016
11.79%
--
2015
-1.16%
--
2014
13.21%
--
2013
28.18%
--
2012
7.60%
--
2011
-6.76%
--
2010
15.50%
--
2009
26.34%
--
2008
-42.99%
--
2007
11.27%
--
2006
5.15%
--
2005
5.02%
--
2004
11.34%
--
2003
23.29%
--
2002
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.54% 1.98% -- --
2023 4.83% 6.16% -2.18% 11.38%
2022 -3.48% -16.57% -4.65% 6.03%
2021 7.83% 7.27% -0.85% 7.89%
2020 -20.46% 18.78% 6.24% 14.61%
2019 13.25% 0.94% -0.36% 6.99%
2018 -2.28% 3.78% 5.07% -17.20%
2017 5.70% 2.06% 4.42% 5.89%
2016 -0.46% -0.31% 5.13% 7.16%
2015 2.10% -1.86% -9.11% 8.51%

2014 0.39% 5.56% 0.99% 5.80%
2013 9.55% 1.33% 10.09% 4.89%
2012 15.49% -7.80% 7.97% -6.41%
2011 3.74% -0.70% -14.13% 5.41%
2010 4.34% -12.03% 12.18% 12.17%
2009 -8.78% 15.13% 12.94% 6.51%
2008 -14.01% 0.39% -17.25% -20.18%
2007 -0.51% 4.94% 6.95% -0.36%
2006 3.89% -5.28% -0.07% 6.92%
2005 -4.85% 3.59% 2.20% 4.25%
2004 0.81% -1.20% 0.35% 11.40%
2003 -0.15% 10.69% 4.44% 6.80%
2002 -7.40% -3.98% -- --

Rank in Category (By Total Return)

YTD 76
1-Month 71
3-Month 76
1-Year 67
3-Year 77
5-Year 79

Load Adjusted Returns

1-Year 18.29%
3-Year 4.96%
5-Year 10.40%
10-Year 8.82%

Performance & Risk

YTD Return 11.58%
5y Average Return 10.37%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Jupiter Asset Management (Europe) Limited
Net Assets --
YTD Return 11.70%
Yield 0.00%
Morningstar Rating
Inception Date Dec 16, 2016

Fund Summary

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