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JM Balanced Div (100220.BO)

YHD - YHD Delayed price. Currency in INR
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12.73-0.08 (-0.62%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up14
Number of years down6
Best 1-yr total return (Invalid Date)53.46%
Worst 1-yr total return (Invalid Date)-56.82%
Best 3-yr total return53.46%
Worst 3-yr total return-12.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return100220.BOCategory
YTD-0.92%9.20%
1-month0.85%2.58%
3-month2.23%9.20%
1-year-1.85%18.16%
3-year13.71%15.42%
5-year9.87%13.64%
10-year4.75%11.21%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
100220.BOCategory
2016
N/AN/A
2015
-0.41%3.16%
2014
33.44%34.59%
2013
11.34%4.77%
2012
23.90%23.33%
2011
-17.16%-13.41%
2010
4.74%14.08%
2009
47.55%52.73%
2008
-56.82%-31.94%
2007
46.03%35.03%
2006
40.91%25.54%
2005
27.70%29.39%
2004
12.60%15.32%
2003
53.46%57.86%
2002
11.79%13.14%
2001
-19.30%-6.23%
2000
-14.70%-11.32%
1999
50.51%72.47%
1998
-2.02%9.59%
1997
25.57%19.65%
1996
27.90%4.09%
1995
N/A-27.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2016-1.76%N/AN/AN/A
20153.83%-1.04%-2.86%-0.22%
20144.86%19.91%5.46%0.64%
2013-8.33%9.13%0.52%10.71%
201210.30%-1.81%8.20%5.73%
2011-5.10%-1.30%-8.12%-3.75%
2010-6.92%7.56%6.29%-1.58%
2009-8.15%45.47%11.50%-0.96%
2008-28.66%-14.79%-10.54%-20.61%
2007-4.80%12.77%21.02%12.40%
200621.17%-5.72%11.57%10.56%
2005-0.86%4.59%15.32%6.79%
2004-0.74%-8.08%9.69%12.51%
2003-4.85%14.41%17.12%20.36%
20028.02%2.62%-4.57%5.69%
2001-17.30%0.23%-11.60%10.13%
20004.68%-12.39%-7.62%0.68%
199919.60%-7.57%6.79%27.50%
1998-7.97%1.08%3.62%1.64%
1997-0.55%19.20%3.32%2.52%
19965.37%14.09%1.36%4.97%
19951.11%0.20%N/AN/A

Rank in category (by total return)

YTD67
1-month88
3-month88
1-year93
3-year50
5-year54

Load adjusted returns

1-year-1.85%
3-year13.71%
5-year9.87%
10-year4.75%