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Jupiter Merlin Grth Ptfl Inc Performance
All performances are expressed as percentage change, calculated in Euros on a bid to bid basis with income (dividends) reinvested gross of any applicable taxes.
| 6 months | 1 year | 3 years | 5 years | Since Launch | |
|---|---|---|---|---|---|
| Jupiter Merlin Grth Ptfl Inc | -4.34 | -12.16 | 21.96 | 83.7 | 268.75 |
| Sector (Asset Alloc Global Flexible (GBP)) | -4.89 | -8.37 | 15.27 | 61.00 | N/A |
| Absolute Ranking in Sector | 17 out of 72 | 26 out of 69 | 12 out of 57 | 6 out of 39 | N/A |
| Best Fund in Sector (click to see best fund for each period) | 0.56% | 5.38% | 53.43% | 163.98% | |
| Quartile Ranking | 1 | 2 | 1 | 1 | 1 |
Percentage return on Investment over entire period shown. Also shows ranking within the GIF Sector. Quartile ranking shows which of the four quartiles the fund is in for each time period.
| 0–12 months | 12–24 months | 24–36 months | 36–48 months | 48–60 months | |
|---|---|---|---|---|---|
| Jupiter Merlin Grth Ptfl Inc | -7.2 | 15.59 | 22.56 | 20.55 | 24.07 |
| Sector (Asset Alloc Global Flexible (GBP)) | -7.74 | 15.51 | 17.67 | 15.59 | 16.42 |
| Quartile Ranking | 2 | 3 | 1 | 1 | 1 |
This table shows how consistently the fund achieves its returns. For each of the 12 month periods making up the last 5 years, this table shows the percentage growth achieved. The fund is also ranked within its general sector for each discrete 12 month period; the quartile ranking shows which of four quartiles the fund was in for each period.
| 3 years | 4 years | 5 years | 7 years | 10 years | |
|---|---|---|---|---|---|
| Jupiter Merlin Grth Ptfl Inc | 3.78% | 3.61% | 3.5% | 4.2% | 4.36% |
| Sector (Asset Alloc Global Flexible (GBP)) | 3.41% | 3.22% | 3.17% | 3.86% | 4.05% |
| Volatility Ranking in Sector | 42 out of 57 | 36 out of 48 | 32 out of 39 | 23 out of 31 | 16 out of 23 |
| Least Volatile Fund in Sector | 1.21% | 1.18% | 1.75% | 1.68% | 1.78% |
| Most Volatile Fund in Sector | 1.21% | 5.08% | 4.84% | 5.20% | 5.19% |
| Quartile Ranking | 3 | 3 | 4 | 3 | 3 |
Volatility is a measurement of the total deviation (movement) of a funds past performance. It is sometimes used to represent the 'riskiness' of a funds past performance. The greater the value the more the funds performances have fluctuated over the time period being assessed. Quartile Ranks - (1) Least Volatile and (4) Most Volatile against other funds in sector