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Jupiter UK Smaller Companies L GBP Inc (0P00000SHT.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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456.21-0.83 (-0.18%)
As of 09:00PM BST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.73%
5-year average return-1.06%
Number of years up15
Number of years down6
Best 1-yr total return (1 Jul 2024)39.26%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return39.26%
Worst 3-yr total return-9.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000SHT.LCategory
YTD9.48%0.00%
1-month6.99%0.00%
3-month13.18%0.00%
1-year12.21%0.00%
3-year-10.32%0.00%
5-year-1.09%0.00%
10-year5.03%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000SHT.LCategory
2024
N/AN/A
2023
-2.30%N/A
2022
-34.37%N/A
2021
13.75%N/A
2020
6.60%N/A
2019
28.59%N/A
2018
-17.97%N/A
2017
37.09%N/A
2016
10.74%N/A
2015
20.09%N/A
2014
-1.21%N/A
2013
38.17%N/A
2012
27.11%N/A
2011
-8.86%N/A
2010
34.06%N/A
2009
39.26%N/A
2008
-32.77%N/A
2007
0.34%N/A
2006
38.13%N/A
2005
34.57%N/A
2004
27.36%N/A
2003
44.00%N/A
2002
-11.75%N/A
2001
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.07%N/AN/AN/A
2023-3.96%-1.64%-4.19%7.95%
2022-16.82%-15.08%-13.37%7.25%
20213.30%7.70%3.79%-1.49%
2020-29.39%19.89%8.33%16.25%
20199.81%3.06%-1.65%15.54%
2018-5.50%7.85%0.21%-19.67%
201711.67%7.03%8.07%6.14%
2016-2.43%-6.77%18.15%3.04%
20154.54%6.50%2.17%5.56%
20144.62%-7.54%1.00%1.11%
201311.61%2.65%9.60%10.03%
201215.86%-4.32%8.82%5.37%
20110.84%3.41%-15.98%4.02%
20107.60%-6.05%17.75%12.63%
2009-1.92%16.29%24.14%-1.65%
2008-4.61%-2.99%-13.28%-16.23%
20076.23%4.64%-4.38%-5.59%
200614.90%-3.94%8.07%15.82%
20058.07%3.62%10.50%8.76%
20047.74%2.49%3.58%11.35%
2003-3.70%24.38%11.78%7.55%
20023.35%-5.34%-13.51%4.30%
20019.94%-16.70%19.93%N/A

Rank in category (by total return)

YTD73
1-month31
3-month37
1-year72
3-year88
5-year97

Load adjusted returns

1-year7.72%
3-year-11.54%
5-year-1.89%
10-year4.60%