LSE - Delayed Quote USD

JPEL Private Equity Ord (JPEL.L)

0.8100
0.0000
(-1.11%)
At close: January 17 at 8:17:31 AM GMT

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 11
Number of Years Down 7
Best 1Y Total Return 19.84%
Worst 1Y Total Return --
Best 3Y Total Return 19.84%
Worst 3Y Total Return -8.87%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JPEL.L
Category
YTD
-6.67%
0.00%
1-Month
-0.71%
0.00%
3-Month
0.00%
0.00%
1-Year
-6.67%
0.00%
3-Year
-8.87%
0.00%
5-Year
-4.80%
0.00%
10-Year
1.47%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
JPEL.L
Category
2024
-6.67%
--
2023
-15.25%
--
2022
-4.32%
--
2021
6.94%
--
2020
-3.35%
--
2019
1.70%
--
2018
4.14%
--
2017
11.92%
--

2016
19.84%
--
2015
4.13%
--
2014
8.04%
--
2013
0.00%
--
2012
-11.81%
--
2011
-2.31%
--
2010
1.56%
--
2009
-25.15%
--
2008
1.18%
--
2007
16.55%
--
2006
34.26%
--
2005
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.33% -4.73% -0.71% 0.00%
2023 -2.26% -5.78% -1.23% -6.83%
2022 4.32% -8.81% -1.70% 2.31%
2021 7.51% 7.53% -1.50% -6.09%
2020 -10.06% 0.00% 0.62% 6.79%
2019 0.57% -3.95% 0.59% 4.68%
2018 1.18% 6.43% 0.00% -3.30%
2017 -1.99% 9.46% 2.47% 1.81%
2016 -0.79% 10.40% 4.35% 4.86%
2015 3.31% 1.60% -0.79% 0.00%

2014 -0.89% 2.70% -0.88% 7.08%
2013 0.00% -0.89% 0.90% 0.00%
2012 -7.09% -3.39% -2.63% 0.90%
2011 3.08% 0.00% -1.49% -3.79%
2010 4.69% -4.48% 0.78% 0.78%
2009 -15.79% -7.64% -0.75% -3.03%
2008 8.28% 0.00% -2.73% -3.93%
2007 3.45% 7.33% 2.48% 2.42%
2006 4.63% 4.42% 7.63% 14.17%
2005 -0.97% 5.88% -- --

Rank in Category (By Total Return)

YTD 98
1-Month 47
3-Month 73
1-Year 98
3-Year 100
5-Year 100

Load Adjusted Returns

1-Year -6.67%
3-Year -8.87%
5-Year -4.80%
10-Year 1.47%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 98
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.05
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Fortress Investment Group LLC
Net Assets 30.31M
YTD Return -6.67%
Yield 0.00%
Morningstar Rating
Inception Date Jun 30, 2005

Fund Summary

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