LSE - Delayed Quote GBP
Jupiter Financial Opportunities Fund I Inc (0P0000X9VL.L)
9.67
+0.07
+(0.72%)
At close: May 2 at 9:00:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.90% |
| 5y Average Return | 8.88% |
| Number of Years Up | 10 |
| Number of Years Down | 2 |
| Best 1Y Total Return (May 2, 2025) | 27.93% |
| Worst 1Y Total Return (May 2, 2025) | -- |
| Best 3Y Total Return | 27.93% |
| Worst 3Y Total Return | -1.96% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000X9VL.L
Category
- YTD
- 1.03%
- 0.00%
- 1-Month
- -4.70%
- 0.00%
- 3-Month
- 1.03%
- 0.00%
- 1-Year
- 11.40%
- 0.00%
- 3-Year
- 7.20%
- 0.00%
- 5-Year
- 9.76%
- 0.00%
- 10-Year
- 8.28%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000X9VL.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 1.03% | -- | -- | -- |
| 2024 | 11.50% | 1.75% | 1.00% | 7.29% |
| 2023 | -2.95% | 3.79% | 4.97% | 3.62% |
| 2022 | -11.91% | -13.04% | 0.80% | 3.27% |
| 2021 | -0.73% | 4.85% | 5.78% | -2.05% |
| 2020 | -14.59% | 24.48% | 1.74% | 7.50% |
| 2019 | 13.42% | 10.55% | 2.35% | -0.32% |
| 2018 | -1.29% | 8.67% | 4.55% | -15.45% |
| 2017 | 5.41% | 3.88% | 3.65% | 4.25% |
| 2016 | -5.67% | 5.21% | 9.60% | 3.82% |
| 2015 | 7.82% | -2.57% | -3.96% | 7.37% |
| 2014 | 1.75% | -4.77% | 1.05% | 5.92% |
| 2013 | 14.26% | 0.72% | 1.87% | 7.67% |
Rank in Category (By Total Return)
| YTD | 67 |
| 1-Month | 61 |
| 3-Month | 67 |
| 1-Year | 84 |
| 3-Year | 78 |
| 5-Year | 92 |
Load Adjusted Returns
| 1-Year | 11.40% |
| 3-Year | 7.20% |
| 5-Year | 9.76% |
| 10-Year | 8.28% |
Performance & Risk
| YTD Return | 3.90% |
| 5y Average Return | 8.88% |
| Rank in Category (ytd) | 67 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.86 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Jupiter Unit Trust Managers Ltd |
| Net Assets | 428.85M |
| YTD Return | 1.03% |
| Yield | 1.20% |
| Morningstar Rating | |
| Inception Date | Feb 09, 2018 |
Fund Summary
Fund Summary Information Not Available
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