Jupiter North American Income L Acc

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowBelow Average1 star
5-YearLowAverage1 star
10-YearLowAverage2 star
Overall*LowAverage2 star
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1 Year Daily Volatility Chart (annualised)
  • Jupiter North American Income L Acc
  • Russell 1000 TR USD
Volatility Measurements30/09/2021
3-Yr Std Dev15.85 %
3-Yr Mean Return8.81 %
3-Yr Sharpe Ratio0.51
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Russell 1000 TR USD  Morningstar US Market TR USD
3-Yr Beta0.910.91
3-Yr Alpha-5.68-5.37
* This share class has performance data calculated prior to the inception date, 2007-05-08. This is based upon a simulated/extended track record, using the track record of Jupiter North American Income L Inc (ISIN: GB0003840617), 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)