Jupiter UK Special Situations Fund L Inc

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowAbove Average1 star
5-YearBelow AverageAbove Average1 star
10-YearAbove AverageAbove Average3 star
OverallAverageAbove Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • Jupiter UK Special Situations Fund L Inc
  • FTSE AllSh TR GBP
%
Volatility Measurements30/11/2021
 
3-Yr Std Dev20.32 %
3-Yr Mean Return4.21 %
 
3-Yr Sharpe Ratio0.18
 
Modern Portfolio Statistics30/11/202130/11/2021
 Standard IndexBest Fit Index
 FTSE AllSh TR GBP  FTSE AllSh Ex Investment Trust TR GBP
3-Yr Beta1.221.20
3-Yr Alpha-3.66-2.91
 
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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)