LSE - Delayed Quote GBp

Jupiter North American Income J Inc (0P0001JKII.L)

155.96
-4.26
(-2.66%)
At close: March 10 at 8:00:00 PM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 3.19%
5y Average Return 6.09%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (Mar 10, 2023) 35.58%
Worst 1Y Total Return (Mar 10, 2023) --
Best 3Y Total Return 35.58%
Worst 3Y Total Return 4.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001JKII.L
Category
YTD
3.19%
0.00%
1-Month
-3.63%
0.00%
3-Month
2.34%
0.00%
1-Year
4.17%
0.00%
3-Year
10.49%
0.00%
5-Year
6.09%
0.00%
10-Year
9.32%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001JKII.L
Category
2022
-9.41%
--
2021
24.38%
--
2020
0.93%
--
2019
18.34%
--
2018
-4.92%
--
2017
6.87%
--
2016
35.58%
--
2015
1.71%
--

2014
17.72%
--
2013
24.85%
--
2012
8.49%
--
2011
2.71%
--
2010
16.34%
--
2009
15.40%
--
2008
-7.04%
--
2007
8.47%
--
2006
1.25%
--
2005
17.50%
--
2004
2.32%
--
2003
21.63%
--
2002
-43.24%
--
2001
-18.75%
--
2000
-6.05%
--
1999
26.63%
--
1998
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2022 -4.26% -6.79% 3.33% -1.76%
2021 3.51% 7.48% 3.51% 8.00%
2020 -16.09% 11.75% 2.72% 4.78%
2019 6.27% 10.18% 3.83% -2.65%
2018 -8.62% 7.39% 6.90% -9.36%
2017 3.14% -2.33% 0.77% 5.28%
2016 2.33% 9.95% 7.63% 11.96%
2015 2.83% -6.43% -6.40% 12.94%
2014 0.54% 2.01% 6.10% 8.18%
2013 18.17% 2.59% -1.92% 4.99%

2012 6.03% -2.77% 4.87% 0.35%
2011 1.46% 0.68% -8.05% 9.35%
2010 12.39% -10.97% 3.09% 12.79%
2009 -7.72% 0.37% 18.75% 4.92%
2008 -8.53% 1.89% 0.65% -0.90%
2007 3.06% 4.27% 1.46% -0.52%
2006 4.99% -7.72% 1.12% 3.36%
2005 0.32% 7.73% 5.63% 2.93%
2004 0.48% 1.85% -3.09% 3.16%
2003 1.15% 15.21% 1.28% 3.05%
2002 -2.57% -24.66% -24.45% 2.35%
2001 -13.32% 10.38% -28.30% 18.44%
2000 6.42% 1.15% -1.84% -11.08%
1999 11.75% 4.75% -9.50% 19.52%
1998 23.06% -- -- --

Rank in Category (By Total Return)

YTD 1
1-Month 16
3-Month 7
1-Year 91
3-Year 96
5-Year 99

Load Adjusted Returns

1-Year 3.72%
3-Year 7.47%
5-Year 6.18%
10-Year 9.73%

Performance & Risk

YTD Return 3.19%
5y Average Return 6.09%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.96
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Jupiter Unit Trust Managers Ltd
Net Assets 111.97M
YTD Return 3.19%
Yield 1.54%
Morningstar Rating
Inception Date May 29, 2020

Fund Summary

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