Jupiter Gold & Silver Fund L GBP Acc

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage2 star
5-YearAverageAverage3 star
10-Year--Not Rated
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • Jupiter Gold & Silver Fund L GBP Acc
  • EMIX Global Mining Global Gold TR USD
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev34.26 %
3-Yr Mean Return20.33 %
 
3-Yr Sharpe Ratio0.53
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 EMIX Global Mining Global Gold TR USD  NYSE Arca Gold Miners PR USD
3-Yr Beta0.910.96
3-Yr Alpha-0.561.33
 
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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)