Jupiter Financial Opportunities Fund J Inc

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageLow2 star
5-Year*Below AverageLow3 star
10-Year*AverageLow3 star
Overall*AverageLow3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Jupiter Financial Opportunities Fund J Inc
  • Morningstar Gbl Fin Svc TME NR USD
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev11.96 %
3-Yr Mean Return-0.31 %
 
3-Yr Sharpe Ratio-0.30
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Fin Svc TME NR USD  Morningstar Gbl Fin Svc TME GR USD
3-Yr Beta0.800.80
3-Yr Alpha-8.80-9.31
 
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* This share class has performance data calculated prior to the inception date, 2020-05-29. This is based upon a simulated/extended track record, using the track record of Jupiter Financial Opportunities L Inc (ISIN: GB0004790191), 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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