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JPM Multi-Asset Income Fund C - Net Income

Morningstar Rating™(Relative to Category)31/08/2019
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average3 star
5-YearBelow AverageBelow Average2 star
10-Year--Not Rated
OverallBelow AverageBelow Average2 star
 
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1 Year Daily Volatility Chart (annualised)
  • JPM Multi-Asset Income Fund C - Net Income
  • Morningstar UK Moderate
%
Volatility Measurements31/08/2019
 
3-Yr Std Dev4.60 %
3-Yr Mean Return4.21 %
 
3-Yr Sharpe Ratio0.79
 
Modern Portfolio Statistics31/08/201931/08/2019
 Standard IndexBest Fit Index
 Morningstar UK Moderate  Red Rocks Gbl Listed Private Eqty TR USD
3-Yr Beta0.500.34
3-Yr Alpha0.73-0.71
 
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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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