Jupiter UK Mid Cap L GBP Inc

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAbove Average2 star
5-YearBelow AverageAbove Average2 star
10-YearAbove AverageHigh4 star
Overall*AverageHigh3 star
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1 Year Daily Volatility Chart (annualised)
  • Jupiter UK Mid Cap L GBP Inc
  • FTSE 250 Ex Investment Trust TR GBP
Volatility Measurements31/12/2021
3-Yr Std Dev26.02 %
3-Yr Mean Return17.32 %
3-Yr Sharpe Ratio0.60
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 FTSE 250 Ex Investment Trust TR GBP  MSCI UK Small Cap NR USD
3-Yr Beta1.101.16
3-Yr Alpha0.60-0.05
* This share class has performance data calculated prior to the inception date, 2003-01-06. This is based upon a simulated/extended track record 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)