Jupiter Corporate Bond Fund I Inc

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average4 star
5-YearHighAverage5 star
10-YearAbove AverageAverage4 star
Overall*Above AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Jupiter Corporate Bond Fund I Inc
  • Morningstar UK Corp Bd GR GBP
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev10.37 %
3-Yr Mean Return-1.18 %
 
3-Yr Sharpe Ratio-0.45
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar UK Corp Bd GR GBP  Morningstar UK Corp Bd GR GBP
3-Yr Beta0.900.90
3-Yr Alpha2.132.13
 
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* This share class has performance data calculated prior to the inception date, 2012-09-17. This is based upon a simulated/extended track record, using the track record of Jupiter Corporate Bond L Inc (ISIN: GB0002691805), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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