Jupiter Dynamic Bond Class L EUR Acc

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Morningstar Rating™(Relative to Category)30/06/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearBelow AverageAbove Average2 star
5-YearBelow AverageAverage2 star
10-YearAverageAverage3 star
OverallAverageAverage3 star
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1 Year Daily Volatility Chart (annualised)
  • Jupiter Dynamic Bond Class L EUR Acc
  • Morningstar Gbl Core Bd GR Hdg EUR
Volatility Measurements30/06/2024
3-Yr Std Dev7.94 %
3-Yr Mean Return-4.17 %
3-Yr Sharpe Ratio-0.90
Modern Portfolio Statistics30/06/202430/06/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Core Bd GR Hdg EUR  Morningstar Gbl Corp Bd GR Hdg EUR
3-Yr Beta1.270.97
3-Yr Alpha1.750.12
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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