| Analysis at 9/30/2024 | YTD | 1 year | 3 years | 5 years |
|---|---|---|---|---|
| Performance | 13.30% | 20.87% | -34.65% | -4.55% |
| Analysis at 9/30/2024 | 1 year | 3 years | 5 years |
|---|---|---|---|
| Volatility | 17.70% | 20.86% | 25.08% |
| Negative volatility | 10.04% | 17.41% | 19.54% |
| Sharpe | 0.94 | Neg | 0.06 |
| Sortino | 1.66 | Neg | 0.07 |
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | ||
| Jupiter UK Smaller Cos Focus AI Dis GBP | 34.46% | 5.01% | 16.19% | -42.58% | 0.86% | 13.30% | |
| Equity UK - Mid & Small Cap | 25.27% | -25.71% | 18.43% | 9.31% | 8.85% | 4.83% | |