LSE - Delayed Quote GBp

Jupiter Investment Grade Bd U1 GBP Inc (0P00012IBS.L)

89.39 -0.35 (-0.39%)
At close: July 21 at 9:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 0.51%
5y Average Return -0.29%
Number of Years Up 4
Number of Years Down 4
Best 1Y Total Return (Jul 21, 2023) 11.85%
Worst 1Y Total Return (Jul 21, 2023) --
Best 3Y Total Return 11.85%
Worst 3Y Total Return -3.80%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00012IBS.L
Category
YTD
0.51%
0.00%
1-Month
2.09%
0.00%
3-Month
-1.96%
0.00%
1-Year
-6.31%
0.00%
3-Year
-5.71%
0.00%
5-Year
-0.29%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00012IBS.L
Category
2023
--
--
2022
-18.81%
--
2021
-1.87%
--
2020
11.75%
--
2019
11.85%
--
2018
-2.40%
--
2017
5.58%
--
2016
10.30%
--

2015
-1.55%
--
2014
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 2.20% -4.02% -- --
2022 -4.46% -10.35% -11.30% 6.87%
2021 -3.31% 1.87% -0.28% -0.10%
2020 -3.42% 9.20% 2.27% 3.60%
2019 3.80% 3.19% 3.78% 0.62%
2018 -1.13% -0.50% -0.15% -0.65%
2017 1.94% 0.62% 0.07% 2.87%
2016 2.05% 3.70% 7.03% -2.62%
2015 3.30% -4.38% -0.91% 0.60%
2014 0.63% 3.52% -- --

Rank in Category (By Total Return)

YTD 84
1-Month 89
3-Month 78
1-Year 71
3-Year 50
5-Year 12

Load Adjusted Returns

1-Year -7.02%
3-Year -6.10%
5-Year -0.63%
10-Year --

Performance & Risk

YTD Return 0.51%
5y Average Return -0.29%
Rank in Category (ytd) 84
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.16
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Jupiter Fund Managers Limited
Net Assets 142.22M
YTD Return 0.51%
Yield 3.99%
Morningstar Rating
Inception Date Jun 30, 2008

Fund Summary

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