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LSE - Delayed Quote GBP
Jupiter Merlin Growth Portfolio Fund I Inc (0P0000X9VO.L)
6.81
-0.01
(-0.16%)
At close: February 19 at 8:00:00 PM GMT
Fund Summary
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Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 18.30% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 10 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 4.79% |
| 5y Average Return | 8.24% |
| Rank in Category (ytd) | 6 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.87 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P0000X9VO.L | Category Average | 0P0000X9VO.L | Category Average | 0P0000X9VO.L | Category Average | |
| Alpha | 0.23 | -- | 0.34 | -- | 0.25 | -- |
| BETA | 0.87 | -- | 0.84 | -- | 0.89 | -- |
| Mean Annual Return | 0.73 | -- | 0.75 | -- | 0.73 | -- |
| R-squared | 82.01 | -- | 84.88 | -- | 84.8 | -- |
| Standard Deviation | 9.12 | -- | 10.63 | -- | 9.86 | -- |
| Sharpe Ratio | 0.56 | -- | 0.63 | -- | 0.75 | -- |
| Treynor Ratio | 5.64 | -- | 7.63 | -- | 8.11 | -- |
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