JPM Japan Fund C - Net Income

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearLowHigh1 star
5-YearAverageHigh2 star
10-YearHighAbove Average5 star
OverallAbove AverageHigh3 star
 
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1 Year Daily Volatility Chart (annualised)
  • JPM Japan Fund C - Net Income
  • Morningstar Japan TME NR JPY
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev17.20 %
3-Yr Mean Return-1.45 %
 
3-Yr Sharpe Ratio-0.28
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar Japan TME NR JPY  Morningstar Gbl Growth TME NR USD
3-Yr Beta1.170.91
3-Yr Alpha-8.92-6.99
 
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In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
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