Jupiter Strategic Bond Fund I Acc

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageHigh2 star
5-YearBelow AverageAverage2 star
10-YearAverageAverage3 star
Overall*AverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Jupiter Strategic Bond Fund I Acc
  • Morningstar Gbl Core Bd GR Hdg GBP
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev9.28 %
3-Yr Mean Return-0.92 %
 
3-Yr Sharpe Ratio-0.46
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Core Bd GR Hdg GBP  Bloomberg Global Aggregate TR Hdg GBP
3-Yr Beta1.391.48
3-Yr Alpha2.351.81
 
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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 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)
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