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JPMorgan Japanese Investment Trust (JFJ.NZ)

YHD - YHD Delayed price. Currency in USD
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At close: 06:07PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date returnN/A
5-year average returnN/A
Number of years up21
Number of years down12
Best 1-yr total return (Invalid Date)45.22%
Worst 1-yr total return (Invalid Date)-21.04%
Best 3-yr total return45.22%
Worst 3-yr total return-16.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJFJ.NZCategory
YTD-25.43%0.34%
1-month-0.12%-0.55%
3-month-15.67%0.34%
1-year-25.63%13.31%
3-year5.59%8.62%
5-year7.58%13.16%
10-year11.46%-0.57%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
JFJ.NZCategory
2021
N/AN/A
2020
44.20%N/A
2019
26.98%N/A
2018
-12.47%N/A
2017
28.14%N/A
2016
15.30%N/A
2015
24.82%9.66%
2014
0.10%8.36%
2013
45.22%55.52%
2012
1.41%20.56%
2011
-10.59%-18.83%
2010
19.18%-1.29%
2009
-5.80%10.61%
2008
-9.68%-45.76%
2007
-17.43%-13.48%
2006
-21.04%2.18%
2005
51.95%45.72%
2004
2.21%8.28%
2003
32.22%22.55%
2002
-21.96%-19.05%
2001
-24.50%-18.71%
2000
-42.62%-24.33%
1999
181.19%73.05%
1998
10.58%-7.68%
1997
-21.15%-12.47%
1996
-21.81%-3.61%
1995
1.73%0.54%
1994
17.46%4.82%
1993
32.19%9.40%
1992
2.33%-19.32%
1991
9.09%-2.62%
1990
-38.37%-30.40%
1989
38.27%34.09%
1988
19.28%20.36%
1985
3.05%6.35%
1984
23.58%6.34%
1983
54.78%36.67%
1982
29.19%4.30%
1981
9.96%12.44%
1980
32.07%8.09%
1976
9.70%13.77%
1975
85.23%32.44%
1974
-40.33%-9.20%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2021-9.55%1.46%N/AN/A
2020-10.94%30.33%11.78%11.14%
201911.69%4.84%5.00%3.28%
20180.84%4.81%5.00%-21.12%
20174.78%5.07%1.65%14.50%
2016-0.49%16.21%1.95%-2.21%
201521.84%-2.16%-9.22%15.34%
2014-10.69%2.34%3.16%6.16%
201322.90%7.96%8.01%1.32%
20123.98%-3.82%-1.27%2.70%
2011-6.11%1.35%-5.03%-1.07%
201015.47%-10.41%0.20%14.98%
2009-20.43%7.39%10.21%0.02%
2008-7.18%-6.13%-11.66%17.35%
20071.23%-8.01%-3.45%-8.16%
20062.92%-17.54%-4.47%-2.61%
20052.43%1.35%16.33%25.83%
200412.02%-3.97%-10.53%6.21%
2003-8.54%13.78%27.07%-0.01%
20027.61%-2.47%-19.42%-7.71%
2001-0.90%4.53%-27.80%0.94%
2000-5.36%-9.84%-12.27%-23.35%
199917.73%25.58%25.67%51.34%
19982.48%-3.12%-11.87%26.39%
1997-8.58%19.08%-10.21%-19.34%
19961.76%3.43%-7.47%-19.72%
1995-10.75%-5.98%12.93%7.36%
199420.62%8.08%-6.87%-3.25%
199321.41%16.87%5.98%-12.09%
1992-12.42%-8.59%10.21%15.99%
199122.39%3.84%-3.70%-10.87%
1990-25.72%8.18%-27.75%6.16%
19898.73%5.03%16.52%3.91%
198813.97%1.16%-2.84%6.48%
1985-5.45%-8.95%N/AN/A
198412.65%-11.26%17.14%5.53%
1983N/AN/AN/AN/A
1982N/AN/AN/AN/A
1981N/AN/AN/AN/A
1980N/AN/AN/AN/A
1976N/AN/AN/AN/A
1975N/AN/AN/AN/A
1974N/AN/AN/AN/A

Rank in category (by total return)

YTD99
1-month4
3-month9
1-year24
3-year2
5-year4

Load adjusted returns

1-year14.00%
3-year11.65%
5-year13.44%
10-year14.15%