Jupiter Fund of Investment Trusts I-Class income Units

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAverage2 star
5-YearBelow AverageAbove Average2 star
10-YearAverageAbove Average3 star
OverallBelow AverageAbove Average3 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • Jupiter Fund of Investment Trusts I-Class income Units
  • Morningstar Global All Cap TME NR USD
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev13.80 %
3-Yr Mean Return-4.29 %
 
3-Yr Sharpe Ratio-0.57
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar Global All Cap TME NR USD  MSCI Nordic Countries Small Cap NR USD
3-Yr Beta1.020.67
3-Yr Alpha-11.85-4.59
 
Advertisement
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)
© Copyright 2024 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Modern Slavery Statement        Cookie Settings        Disclosures