Jupiter Fund (UK) Performance
| JUP Stock | 71.90 0.30 0.42% |
The company retains a Market Volatility (i.e., Beta) of 0.55, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Jupiter Fund's returns are expected to increase less than the market. However, during the bear market, the loss of holding Jupiter Fund is expected to be smaller as well. At this point, Jupiter Fund Management has a negative expected return of -0.25%. Please make sure to check out Jupiter Fund's kurtosis, and the relationship between the value at risk and rate of daily change , to decide if Jupiter Fund Management performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Jupiter Fund Management has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of unsteady performance in the last few months, the Stock's technical and fundamental indicators remain rather sound which may send shares a bit higher in May 2025. The latest tumult may also be a sign of longer-term up-swing for the firm shareholders. ...more
| Begin Period Cash Flow | 268.2 M |
Jupiter |
Jupiter Fund Relative Risk vs. Return Landscape
If you would invest 8,610 in Jupiter Fund Management on January 2, 2025 and sell it today you would lose (1,420) from holding Jupiter Fund Management or give up 16.49% of portfolio value over 90 days. Jupiter Fund Management is generating negative expected returns and assumes 2.312% volatility on return distribution over the 90 days horizon. Simply put, 20% of stocks are less volatile than Jupiter, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
Jupiter Fund Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Jupiter Fund's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Jupiter Fund Management, and traders can use it to determine the average amount a Jupiter Fund's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.1081
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | JUP |
Estimated Market Risk
| 2.31 actual daily | 20 80% of assets are more volatile |
Expected Return
| -0.25 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.11 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Jupiter Fund is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Jupiter Fund by adding Jupiter Fund to a well-diversified portfolio.
Jupiter Fund Fundamentals Growth
Jupiter Stock prices reflect investors' perceptions of the future prospects and financial health of Jupiter Fund, and Jupiter Fund fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Jupiter Stock performance.
| Return On Equity | 0.0803 | ||||
| Return On Asset | 0.0499 | ||||
| Profit Margin | 0.18 % | ||||
| Operating Margin | 0.32 % | ||||
| Current Valuation | (44.75 M) | ||||
| Shares Outstanding | 518.12 M | ||||
| Price To Book | 0.44 X | ||||
| Price To Sales | 1.08 X | ||||
| Revenue | 402.5 M | ||||
| EBITDA | 110.6 M | ||||
| Total Debt | 90.8 M | ||||
| Book Value Per Share | 1.60 X | ||||
| Cash Flow From Operations | 73.9 M | ||||
| Earnings Per Share | 0.12 X | ||||
| Total Asset | 1.26 B | ||||
| Retained Earnings | 578.3 M | ||||
About Jupiter Fund Performance
By analyzing Jupiter Fund's fundamental ratios, stakeholders can gain valuable insights into Jupiter Fund's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Jupiter Fund has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Jupiter Fund has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Things to note about Jupiter Fund Management performance evaluation
Checking the ongoing alerts about Jupiter Fund for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Jupiter Fund Management help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Jupiter Fund generated a negative expected return over the last 90 days | |
| About 22.0% of the company shares are held by company insiders |
- Analyzing Jupiter Fund's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Jupiter Fund's stock is overvalued or undervalued compared to its peers.
- Examining Jupiter Fund's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Jupiter Fund's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Jupiter Fund's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Jupiter Fund's stock. These opinions can provide insight into Jupiter Fund's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Jupiter Stock analysis
When running Jupiter Fund's price analysis, check to measure Jupiter Fund's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Jupiter Fund is operating at the current time. Most of Jupiter Fund's value examination focuses on studying past and present price action to predict the probability of Jupiter Fund's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Jupiter Fund's price. Additionally, you may evaluate how the addition of Jupiter Fund to your portfolios can decrease your overall portfolio volatility.
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