Eastspring Investments - Japan Dynamic Fund - CJ

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Morningstar Rating™(Relative to Category)31/10/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAverage5 star
5-YearHighHigh4 star
10-Year--Not Rated
OverallHighAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • Eastspring Investments - Japan Dynamic Fund - CJ
  • Morningstar Japan TME NR JPY
%
Volatility Measurements31/10/2024
 
3-Yr Std Dev11.30 %
3-Yr Mean Return9.25 %
 
3-Yr Sharpe Ratio0.49
 
Modern Portfolio Statistics31/10/202431/10/2024
 Standard IndexBest Fit Index
 Morningstar Japan TME NR JPY  Morningstar Japan Sml NR JPY
3-Yr Beta0.721.06
3-Yr Alpha7.436.33
 
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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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