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Jupiter Merlin Growth Portfolio L Acc (0P00000RK6.L)

LSE - LSE Delayed price. Currency in GBp (0.01 GBP)
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610.56+0.24 (+0.04%)
At close: 09:00PM BST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.25%
5-year average return6.48%
Number of years up24
Number of years down7
Best 1-yr total return (25 June 2024)19.85%
Worst 1-yr total return (25 June 2024)N/A
Best 3-yr total return19.85%
Worst 3-yr total return4.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000RK6.LCategory
YTD4.56%0.00%
1-month0.29%0.00%
3-month2.73%0.00%
1-year13.39%0.00%
3-year5.94%0.00%
5-year7.17%0.00%
10-year7.66%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000RK6.LCategory
2024
N/AN/A
2023
10.68%N/A
2022
-6.23%N/A
2021
16.99%N/A
2020
5.00%N/A
2019
16.11%N/A
2018
-4.59%N/A
2017
9.93%N/A
2016
15.30%N/A
2015
5.31%N/A
2014
6.60%N/A
2013
17.39%N/A
2012
6.53%N/A
2011
-5.63%N/A
2010
19.51%N/A
2009
19.85%N/A
2008
-15.89%N/A
2007
7.39%N/A
2006
7.14%N/A
2005
33.54%N/A
2004
15.63%N/A
2003
33.40%N/A
2002
-18.75%N/A
2001
-9.29%N/A
2000
0.35%N/A
1999
32.09%N/A
1998
7.20%N/A
1997
8.30%N/A
1996
7.69%N/A
1995
18.85%N/A
1994
-5.69%N/A
1993
24.15%N/A
1992
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.34%N/AN/AN/A
20232.92%0.55%2.85%3.98%
2022-2.70%-7.88%1.04%3.54%
20213.14%5.63%2.65%4.61%
2020-13.63%13.64%1.86%5.04%
20197.66%5.66%2.49%-0.41%
2018-4.61%6.90%2.64%-8.85%
20174.28%0.68%-0.19%4.90%
2016-0.41%3.40%8.17%3.52%
20157.83%-3.79%-4.91%6.75%
2014-1.25%1.45%1.35%4.98%
201312.95%-2.57%2.11%4.47%
20125.59%-3.79%4.12%0.72%
2011-1.55%0.14%-8.14%4.21%
20107.66%-4.63%6.41%9.39%
2009-6.19%6.21%17.23%2.61%
2008-8.80%2.20%-8.94%-0.90%
20073.56%4.16%-0.28%-0.16%
20068.94%-8.23%0.51%6.62%
20056.09%2.69%13.98%7.54%
20045.20%-0.68%1.35%9.19%
2003-2.36%15.06%10.61%7.35%
20024.52%-8.03%-15.89%0.49%
2001-7.74%4.19%-17.16%13.91%
20006.04%-1.87%2.24%-5.68%
19995.99%5.41%-3.96%23.10%
199813.19%-0.89%-14.31%11.51%
19971.70%3.99%6.59%-3.93%
19964.56%1.85%1.54%-0.41%
1995-0.05%6.49%7.13%4.23%
1994-1.29%-5.16%1.84%-1.07%
19934.82%3.48%5.61%8.38%
19926.68%N/AN/AN/A

Rank in category (by total return)

YTD78
1-month88
3-month70
1-year44
3-year21
5-year36

Load adjusted returns

1-year13.39%
3-year5.94%
5-year7.17%
10-year7.66%