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Jupiter UK Smaller Companies Fund (0P00012IC8.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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175.27+2.35 (+1.36%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.08%
5-year average return0.51%
Number of years up6
Number of years down3
Best 1-yr total return (5 Jul 2024)38.42%
Worst 1-yr total return (5 Jul 2024)N/A
Best 3-yr total return38.42%
Worst 3-yr total return-9.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00012IC8.LCategory
YTD9.92%0.00%
1-month7.08%0.00%
3-month13.46%0.00%
1-year13.30%0.00%
3-year-9.45%0.00%
5-year-0.13%0.00%
10-year6.04%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00012IC8.LCategory
2024
N/AN/A
2023
-1.34%N/A
2022
-33.74%N/A
2021
14.89%N/A
2020
7.58%N/A
2019
29.85%N/A
2018
-17.16%N/A
2017
38.42%N/A
2016
11.81%N/A
2015
21.26%N/A
2014
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.30%N/AN/AN/A
2023-3.72%-1.41%-3.95%8.21%
2022-16.63%-14.87%-13.16%7.50%
20213.57%7.95%4.06%-1.25%
2020-29.24%20.19%8.61%16.46%
201910.04%3.32%-1.40%15.84%
2018-5.27%8.08%0.48%-19.49%
201711.94%7.29%8.33%6.39%
2016-2.20%-6.55%18.44%3.28%
20154.80%6.76%2.43%5.82%
20141.14%1.35%N/AN/A

Rank in category (by total return)

YTD61
1-month29
3-month32
1-year62
3-year84
5-year96

Load adjusted returns

1-year13.30%
3-year-9.45%
5-year-0.13%
10-year6.04%