JUP.L vs. ATS.L

Last updated Jun 5, 2026

JUP.L (Jupiter Fund Management plc) and ATS.L (Artemis Alpha Trust) are both stocks. Both are in the Financial Services sector — JUP.L in Asset Management, ATS.L in Collective Investments. At a 0.17 correlation, their price movements are largely independent.

Performance

JUP.L vs. ATS.L - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Jupiter Fund Management plc (JUP.L) and Artemis Alpha Trust (ATS.L). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

JUP.L

• 1D: 2.94%
• 1M: 6.07%
• YTD: 11.31%
• 6M: 17.54%
• 1Y: 94.76%
• 3Y*: 23.36%
• 5Y*: -2.30%
• 10Y*: -2.26%

ATS.L

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

JUP.L vs. ATS.L - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
JUP.L Jupiter Fund Management plc	11.31%	91.85%	0.89%	-25.11%	-42.29%	-2.40%	-25.86%	50.47%	-49.66%	51.56%
ATS.L Artemis Alpha Trust	0.00%	0.00%	13.19%	8.48%	-23.43%	1.79%	14.53%	32.59%	-12.99%	20.82%

Correlation

The correlation between JUP.L and ATS.L is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (3Y) Calculated over the trailing 3-year period	0.07
Correlation (5Y) Calculated over the trailing 5-year period	0.16
Correlation (10Y) Calculated over the trailing 10-year period	0.16
Correlation (All Time) Calculated using the full available price history since Jun 17, 2010	0.17

The correlation between JUP.L and ATS.L shifts across timeframes, from 0.07 (3 years) to 0.17 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Total Revenue (TTM) JUP.L : £838.00M ATS.L : £22.97M
Gross Profit (TTM) JUP.L : £760.80M ATS.L : £21.42M
EBITDA (TTM) JUP.L : £242.30M ATS.L : £25.14M

Return for Risk

JUP.L vs. ATS.L — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

JUP.L

JUP.L Risk / Return Rank: 93
JUP.L Sharpe Ratio Rank: 94
JUP.L Sortino Ratio Rank: 95
JUP.L Omega Ratio Rank: 93
JUP.L Calmar Ratio Rank: 91
JUP.L Martin Ratio Rank: 90

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

JUP.L vs. ATS.L - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Jupiter Fund Management plc (JUP.L) and Artemis Alpha Trust (ATS.L). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	JUP.L	ATS.L	Difference
Sharpe ratio: Return per unit of total volatility	3.00	—	—
Sortino ratio: Return per unit of downside risk	4.11	—	—
Omega ratio: Gain probability vs. loss probability	1.50	—	—
Calmar ratio: Return relative to maximum drawdown	4.94	—	—
Martin ratio: Return relative to average drawdown	12.08	—	—
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

Sharpe Ratios by Period

	JUP.L	ATS.L	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	3.00	—	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.06	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.07	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.17	—	—

Drawdowns

Drawdown Indicators

	JUP.L	ATS.L	Difference
Max Drawdown Largest peak-to-trough decline	-81.45%	—	—
Max Drawdown (1Y) Largest decline over 1 year	-19.36%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-32.20%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-69.90%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-81.45%	—	—
Current Drawdown Current decline from peak	-49.20%	—	—
Average Drawdown Average peak-to-trough decline	-33.94%	—	—
Ulcer Index Depth and duration of drawdowns from previous peaks	7.94%	—	—

Volatility

Volatility by Period

	JUP.L	ATS.L	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.19%	—	—
Volatility (6M) Calculated over the trailing 6-month period	23.01%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	31.86%	—	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	36.49%	—	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.17%	—	—

Dividends

JUP.L vs. ATS.L - Dividend Comparison

JUP.L's dividend yield for the trailing twelve months is around 6.02%, while ATS.L has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
ATS.L Artemis Alpha Trust	0.00%	0.00%	2.17%	0.01%	0.02%	0.01%	0.55%	0.02%	0.02%	0.03%	0.01%	1.09%
JUP.L Jupiter Fund Management plc	6.02%	2.71%	7.61%	7.39%	12.88%	7.84%	6.06%	6.96%	11.42%	4.69%	5.86%	5.53%

Financials

Frequently Asked Questions

Can I hold both JUP.L and ATS.L in my portfolio?

JUP.L and ATS.L have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.