Jupiter China Equ.Fd.S GBP/  IE00B50HXL72  /

Fonds
NAV7/23/2024 Chg.-0.1698 Type of yield Investment Focus Investment company
16.6261GBP -1.01% reinvestment Equity Greater China Jupiter AM (EU) 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2016 - - - - - - - - - 4.83 -1.57 -3.82 -
2017 5.66 4.40 1.04 -2.04 5.16 0.32 6.30 4.08 -4.15 4.46 -0.07 2.47 +30.66%
2018 8.35 -4.22 -4.77 0.46 8.62 -3.91 -2.46 -1.22 -0.08 -9.23 5.43 -4.18 -8.53%
2019 6.72 2.55 2.06 2.85 -6.65 6.40 2.20 -4.77 -0.56 -0.81 1.47 3.66 +15.22%
2020 0.79 -4.01 -2.72 6.71 0.62 10.80 0.26 4.39 -2.29 4.66 1.53 5.05 +27.83%
2021 4.42 0.20 -4.53 0.61 -1.20 2.05 -13.47 0.56 0.27 -0.45 -3.22 -3.31 -17.65%
2022 -4.80 -1.71 -4.54 1.71 0.53 10.39 -8.69 5.14 -8.14 -20.05 19.69 6.23 -9.62%
2023 7.23 -7.07 2.02 -6.20 -9.28 2.77 6.80 -6.28 -1.60 -1.78 -3.97 -3.74 -20.51%
2024 -9.71 8.59 -1.48 5.98 -0.57 0.16 -2.41 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 20.55% 20.15% 21.24% 24.04% 22.44%
Sharpe ratio -0.22 0.84 -0.61 -0.78 -0.42
Best month +8.59% +8.59% +8.59% +19.69% +19.69%
Worst month -9.71% -9.71% -9.71% -20.05% -20.05%
Maximum loss -11.31% -10.50% -26.41% -45.60% -54.26%
Outperformance +0.44% - +2.10% +1.70% -2.53%
 
All quotes in GBP

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Jupiter China Equity Fund, C USD... reinvestment 16.7662 -10.63% -45.80%
Jupiter China Equity Fund, B USD... reinvestment 18.7838 -10.18% -44.98%
Jupiter China Equ.Fd.S GBP reinvestment 16.6261 -9.14% -38.55%
Jupiter China Equity Fund, L USD... reinvestment 41.2494 -9.09% -43.17%

Performance

YTD
  -0.49%
6 Months  
+9.81%
1 Year
  -9.14%
3 Years
  -38.55%
5 Years
  -25.13%
10 Years     -
Since start  
+1.72%
Year
2023
  -20.51%
2022
  -9.62%
2021
  -17.65%
2020  
+27.83%
2019  
+15.22%
2018
  -8.53%
2017  
+30.66%