Jupiter Financial Opportunities Fund I Inc

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Morningstar Rating™(Relative to Category)31/05/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average5 star
5-YearAbove AverageBelow Average4 star
10-Year*--Not Rated
Overall*Above AverageBelow Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Jupiter Financial Opportunities Fund I Inc
  • MSCI World/Financials NR USD
%
Volatility Measurements31/05/2021
 
3-Yr Std Dev17.50 %
3-Yr Mean Return12.31 %
 
3-Yr Sharpe Ratio0.64
 
Modern Portfolio Statistics31/05/202131/05/2021
 Standard IndexBest Fit Index
 MSCI World/Financials NR USD  MSCI World Free Growth NR USD
3-Yr Beta0.711.05
3-Yr Alpha5.36-5.98
 
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* This share class has performance data calculated prior to the inception date, 2012-10-29. This is based upon a simulated/extended track record, using the track record of Jupiter Financial Opportunities L Inc (ISIN: GB0004790191), 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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