Australia markets open in 35 minutes

Jupiter Merlin Worldwide Portfolio L Inc (0P00000CB2.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
Add to watchlist
432.87-0.29 (-0.07%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.02%
5-year average return5.66%
Number of years up21
Number of years down9
Best 1-yr total return (2 July 2024)21.84%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return21.84%
Worst 3-yr total return3.48%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000CB2.LCategory
YTD4.51%0.00%
1-month-0.18%0.00%
3-month1.68%0.00%
1-year14.27%0.00%
3-year4.92%0.00%
5-year6.74%0.00%
10-year7.91%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000CB2.LCategory
2024
N/AN/A
2023
11.91%N/A
2022
-8.46%N/A
2021
14.38%N/A
2020
8.25%N/A
2019
14.47%N/A
2018
-3.92%N/A
2017
10.91%N/A
2016
18.77%N/A
2015
3.40%N/A
2014
7.07%N/A
2013
14.67%N/A
2012
5.95%N/A
2011
-8.79%N/A
2010
21.84%N/A
2009
19.94%N/A
2008
-17.52%N/A
2007
12.38%N/A
2006
0.68%N/A
2005
37.56%N/A
2004
15.88%N/A
2003
26.09%N/A
2002
-19.35%N/A
2001
-10.35%N/A
2000
-4.36%N/A
1999
43.52%N/A
1998
9.47%N/A
1997
4.64%N/A
1996
-0.22%N/A
1995
14.20%N/A
1994
-1.51%N/A
1993
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.44%N/AN/AN/A
20232.71%0.98%2.99%4.77%
2022-3.54%-9.53%3.20%1.64%
20212.99%5.16%2.52%3.02%
2020-13.18%15.43%2.85%5.03%
20197.74%5.73%2.18%-1.67%
2018-4.94%7.08%3.56%-8.87%
20174.29%0.28%0.79%5.23%
20160.28%5.59%7.83%4.03%
20158.58%-5.57%-6.44%7.80%
2014-2.50%2.24%1.44%5.88%
201314.12%-3.42%-0.13%4.18%
20126.47%-4.83%4.07%0.47%
2011-2.29%-1.01%-8.99%3.61%
20108.45%-4.22%6.03%10.62%
2009-5.26%4.99%16.61%3.40%
2008-10.34%4.66%-11.29%-0.92%
20074.19%5.30%1.66%0.76%
20066.78%-10.95%-0.70%6.62%
20054.99%3.46%14.51%10.59%
20044.71%-0.36%1.63%9.29%
2003-2.17%10.27%8.83%7.40%
20024.34%-8.59%-16.32%1.04%
2001-8.48%4.80%-19.03%15.44%
200010.45%-3.87%0.68%-10.54%
19996.63%7.42%-3.06%29.25%
199811.83%-0.78%-13.76%14.41%
19971.21%7.74%4.69%-8.34%
19966.07%2.30%-1.45%-6.69%
1995-2.65%6.59%6.10%3.73%
19942.12%-2.93%1.92%-2.51%
19936.65%5.33%N/AN/A

Rank in category (by total return)

YTD83
1-month95
3-month72
1-year69
3-year73
5-year83

Load adjusted returns

1-year14.27%
3-year4.92%
5-year6.74%
10-year7.91%