Jupiter UK Mid Cap P GBP Acc

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowHigh1 star
5-YearLowAbove Average1 star
10-YearAbove AverageHigh2 star
OverallAverageHigh2 star
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1 Year Daily Volatility Chart (annualised)
  • Jupiter UK Mid Cap P GBP Acc
  • FTSE 250 Ex Investment Trust TR GBP
Volatility Measurements31/07/2022
3-Yr Std Dev28.82 %
3-Yr Mean Return1.21 %
3-Yr Sharpe Ratio0.03
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 FTSE 250 Ex Investment Trust TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta1.161.22
3-Yr Alpha-4.82-3.08
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)