Jupiter Strategic Bond I Acc

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Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageBelow Average3 star
5-YearAverageBelow Average3 star
10-YearAbove AverageAverage4 star
Overall*AverageAverage4 star
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1 Year Daily Volatility Chart (annualised)
  • Jupiter Strategic Bond I Acc
  • Bloomberg Global Aggregate TR Hdg GBP
Volatility Measurements30/06/2022
3-Yr Std Dev5.99 %
3-Yr Mean Return-1.63 %
3-Yr Sharpe Ratio-0.32
Modern Portfolio Statistics30/06/202230/06/2022
 Standard IndexBest Fit Index
 Bloomberg Global Aggregate TR Hdg GBP  Bloomberg Gbl Agg Corp TR Hdg GBP
3-Yr Beta1.340.70
3-Yr Alpha0.650.19
* 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 Strategic Bond L Acc (ISIN: GB00B2RBCS16), 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)