Jupiter Japan Income Fund J Acc

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Morningstar Rating™(Relative to Category)30/06/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-Year*Above AverageAbove Average3 star
5-Year*HighAverage5 star
10-Year*Above AverageAbove Average4 star
Overall*Above AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Jupiter Japan Income Fund J Acc
  • TOPIX TR JPY
%
Volatility Measurements30/06/2022
 
3-Yr Std Dev*14.84 %
3-Yr Mean Return*4.19 %
 
3-Yr Sharpe Ratio*0.26
 
Modern Portfolio Statistics30/06/202230/06/2022
 Standard IndexBest Fit Index
 TOPIX TR JPY  Morningstar Japan NR JPY
3-Yr Beta*1.081.08
3-Yr Alpha*0.080.69
 
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* This share class has performance data calculated prior to the inception date, 2020-05-29. This is based upon a simulated/extended track record, using the track record of Jupiter Japan Income L Acc (ISIN: GB00B0HZTZ55), 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)