OTC Markets OTCPK - Delayed Quote USD

Jupiter Global Fund - Jupiter Global Convertibles (0P0001BVS1)

10.75 +0.01 (+0.09%)
At close: May 15 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return 9.95%
Worst 1Y Total Return --
Best 3Y Total Return 9.95%
Worst 3Y Total Return -2.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001BVS1
Category
YTD
-0.28%
0.00%
1-Month
-1.39%
0.00%
3-Month
0.95%
0.00%
1-Year
3.80%
0.00%
3-Year
-3.72%
0.00%
5-Year
1.05%
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
0P0001BVS1
Category
2024
--
--
2023
6.27%
--
2022
-14.11%
--
2021
2.72%
--
2020
9.95%
--
2019
8.95%
--
2018
-5.66%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.12% -- -- --
2023 3.49% 1.15% -2.95% 4.61%
2022 -5.56% -10.14% -2.62% 3.93%
2021 2.99% 1.96% -2.34% 0.17%
2020 -8.89% 6.26% 3.59% 9.63%
2019 4.21% 1.72% 0.20% 2.58%
2018 -0.40% -0.10% 0.10% -5.28%

Rank in Category (By Total Return)

YTD 68
1-Month 31
3-Month 58
1-Year 81
3-Year 61
5-Year 94

Load Adjusted Returns

1-Year -1.39%
3-Year -5.35%
5-Year 0.02%
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 68
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Jupiter Asset Management International S.A.
Net Assets --
YTD Return -0.28%
Yield 0.00%
Morningstar Rating
Inception Date Jun 10, 2014

Fund Summary

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