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JNL/Mellon Infor Tech Sect I (0P00003EHZ)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
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59.58+1.37 (+2.35%)
As of 04:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return21.63%
5-year average return25.02%
Number of years up15
Number of years down4
Best 1-yr total return (10 June 2024)64.21%
Worst 1-yr total return (10 June 2024)N/A
Best 3-yr total return64.21%
Worst 3-yr total return7.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00003EHZCategory
YTD15.48%12.31%
1-month8.44%6.23%
3-month4.13%8.63%
1-year37.28%53.90%
3-year16.68%27.50%
5-year25.35%28.80%
10-year20.80%18.74%
Last bull market34.07%24.03%
Last bear market-22.37%-20.41%

Annual total return (%) history

Year
0P00003EHZCategory
2024
N/AN/A
2023
58.79%N/A
2022
-31.76%N/A
2021
33.69%N/A
2020
45.61%55.91%
2019
48.49%37.49%
2018
-0.38%-3.21%
2017
36.62%35.35%
2016
13.44%10.84%
2015
4.75%5.21%
2014
20.79%12.55%
2013
26.46%35.45%
2012
11.57%13.08%
2011
-0.18%-7.62%
2010
12.26%20.00%
2009
64.21%61.99%
2008
-43.31%-45.33%
2007
14.77%16.12%
2006
9.47%7.08%
2005
2.60%5.76%
2004
N/A4.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.98%N/AN/AN/A
202322.46%16.39%-4.98%17.25%
2022-9.74%-22.37%-6.20%3.82%
20211.42%11.43%1.90%16.08%
2020-13.22%31.69%12.11%13.66%
201920.62%5.37%2.52%13.96%
20184.04%6.65%9.24%-17.82%
201711.76%4.12%8.23%8.48%
20161.51%-2.04%12.80%1.14%
20151.56%-0.09%-4.78%8.43%
20143.14%6.72%4.03%5.49%
20133.88%0.77%7.28%12.61%
201222.11%-8.30%6.54%-6.48%
20113.43%-1.99%-9.07%8.29%
20101.69%-11.48%12.12%11.23%
20095.04%20.62%17.10%10.68%
2008-15.50%3.06%-12.46%-25.63%
2007-0.87%9.97%6.00%-0.68%
20064.92%-9.08%8.15%6.10%
2005-7.72%2.26%6.30%2.27%
20041.67%-10.69%14.55%N/A

Rank in category (by total return)

YTD22
1-month12
3-month20
1-year21
3-year4
5-year10

Load adjusted returns

1-year37.28%
3-year16.68%
5-year25.35%
10-year20.80%