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OTC Markets OTCPK - Delayed Quote USD

Jupiter Financials Cntgnt Cptl I $ Inc (0P0001B950)

10.51
+0.03
+(0.33%)
At close: April 25 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 1.36%
5y Average Return 8.58%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Apr 25, 2025) 22.54%
Worst 1Y Total Return (Apr 25, 2025) --
Best 3Y Total Return 22.54%
Worst 3Y Total Return 1.58%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001B950
Category
YTD
1.47%
0.00%
1-Month
-1.12%
0.00%
3-Month
1.47%
0.00%
1-Year
9.95%
0.00%
3-Year
7.63%
0.00%
5-Year
10.15%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001B950
Category
2024
11.98%
--
2023
13.30%
--
2022
-7.28%
--
2021
5.06%
--
2020
7.59%
--
2019
22.54%
--
2018
-5.17%
--
2017
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.34% 1.77% 4.83% 1.57%
2023 -2.75% 4.42% 2.52% 8.83%
2022 -4.26% -8.13% -4.07% 9.88%
2021 1.72% 2.63% 0.91% -0.27%
2020 -16.78% 16.36% 3.68% 7.16%
2019 5.38% 6.08% 3.11% 6.32%
2018 -0.69% -3.58% 2.56% -3.44%
2017 4.18% -- -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 9.95%
3-Year 7.63%
5-Year 10.15%
10-Year --

Performance & Risk

YTD Return 1.36%
5y Average Return 8.58%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Jupiter Asset Management (Europe) Limited
Net Assets --
YTD Return 1.47%
Yield 6.12%
Morningstar Rating --
Inception Date Sep 19, 2019

Fund Summary

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