OTC Markets OTCPK - Delayed Quote USD

Jupiter Merian NA Eq (IRL) C $ Acc (0P00000SZH)

38.58 +0.18 (+0.48%)
At close: July 31 at 4:00 PM EDT

Fund Summary

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 28.18%
Worst 1Y Total Return --
Number of Years Up 16
Number of Years Down 5

Performance & Risk

YTD Return 11.58%
5y Average Return 10.37%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.88
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
0P00000SZHCategory Average0P00000SZHCategory Average0P00000SZHCategory Average
Alpha -2.05 -- -2.08 -- -2.17 --
BETA 0.88 -- 0.92 -- 0.96 --
Mean Annual Return 0.58 -- 0.99 -- 0.83 --
R-squared 88.13 -- 90.09 -- 88.4 --
Standard Deviation 16.89 -- 17.82 -- 15.8 --
Sharpe Ratio 0.21 -- 0.54 -- 0.53 --
Treynor Ratio 2.54 -- 9.28 -- 7.75 --

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