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LSE - Delayed Quote GBP
Jupiter Merlin Growth Portfolio Fund I Inc (0P0000X9VO.L)
6.81
-0.01
(-0.16%)
At close: February 19 at 8:00:00 PM GMT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.79% |
| 5y Average Return | 8.24% |
| Number of Years Up | 10 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Feb 18, 2025) | 18.30% |
| Worst 1Y Total Return (Feb 18, 2025) | -- |
| Best 3Y Total Return | 18.30% |
| Worst 3Y Total Return | 5.10% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000X9VO.L
Category
- YTD
- 5.66%
- 0.00%
- 1-Month
- 5.66%
- 0.00%
- 3-Month
- 8.31%
- 0.00%
- 1-Year
- 15.35%
- 0.00%
- 3-Year
- 8.74%
- 0.00%
- 5-Year
- 8.76%
- 0.00%
- 10-Year
- 8.56%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000X9VO.L
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 6.68% | 0.03% | 0.30% | 2.97% |
| 2023 | 3.11% | 0.74% | 3.04% | 4.18% |
| 2022 | -2.52% | -7.71% | 1.23% | 3.73% |
| 2021 | 3.33% | 5.83% | 2.84% | 4.81% |
| 2020 | -13.47% | 13.85% | 2.05% | 5.23% |
| 2019 | 7.85% | 5.86% | 2.69% | -0.22% |
| 2018 | -4.44% | 7.10% | 2.83% | -8.67% |
| 2017 | 4.47% | 0.87% | 0.06% | 5.03% |
| 2016 | -0.22% | 3.58% | 8.38% | 3.72% |
| 2015 | 8.07% | -3.61% | -4.68% | 6.95% |
| 2014 | -1.04% | 1.65% | 1.59% | 5.17% |
| 2013 | 13.17% | -2.40% | 2.33% | 4.67% |
Rank in Category (By Total Return)
| YTD | 6 |
| 1-Month | 6 |
| 3-Month | 8 |
| 1-Year | 48 |
| 3-Year | 13 |
| 5-Year | 14 |
Load Adjusted Returns
| 1-Year | 15.35% |
| 3-Year | 8.74% |
| 5-Year | 8.76% |
| 10-Year | 8.56% |
Performance & Risk
| YTD Return | 4.79% |
| 5y Average Return | 8.24% |
| Rank in Category (ytd) | 6 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.87 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Jupiter Unit Trust Managers Ltd |
| Net Assets | 1.74B |
| YTD Return | 5.66% |
| Yield | 1.46% |
| Morningstar Rating | |
| Inception Date | Sep 11, 1992 |
Fund Summary
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