Jupiter European I Acc

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageLow4 star
5-YearHighLow5 star
10-YearHighLow5 star
Overall*HighLow5 star
 
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1 Year Daily Volatility Chart (annualised)
  • Jupiter European I Acc
  • MSCI Europe Ex UK NR EUR
%
Volatility Measurements30/11/2021
 
3-Yr Std Dev13.15 %
3-Yr Mean Return15.39 %
 
3-Yr Sharpe Ratio1.07
 
Modern Portfolio Statistics30/11/202130/11/2021
 Standard IndexBest Fit Index
 MSCI Europe Ex UK NR EUR  MSCI Europe Growth NR EUR
3-Yr Beta0.760.96
3-Yr Alpha5.81-0.53
 
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* This share class has performance data calculated prior to the inception date, 2011-09-19. This is based upon a simulated/extended track record, using the track record of Jupiter European L Inc (ISIN: GB0006664683), 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)