Jupiter Financial Opportunities Fund L Inc

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageLow4 star
5-YearAbove AverageBelow Average4 star
10-YearAverageLow4 star
OverallAbove AverageLow4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Jupiter Financial Opportunities Fund L Inc
  • MSCI World/Financials NR USD
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev17.39 %
3-Yr Mean Return12.27 %
 
3-Yr Sharpe Ratio0.64
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 MSCI World/Financials NR USD  Cat 50%Barclays US Agg TR&50%FTSE Wld TR
3-Yr Beta0.722.01
3-Yr Alpha4.74-5.27
 
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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)