JPMorgan Funds - Korea Equity Fund X (acc) - USD

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Morningstar Rating™(Relative to Category)31/05/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average5 star
5-YearHighAbove Average5 star
10-Year--Not Rated
OverallHighAverage5 star
 
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1 Year Daily Volatility Chart (annualised)
  • JPMorgan Funds - Korea Equity Fund X (acc) - USD
  • Morningstar Korea TME NR USD
%
Volatility Measurements31/05/2024
 
3-Yr Std Dev21.82 %
3-Yr Mean Return-3.09 %
 
3-Yr Sharpe Ratio-0.27
 
Modern Portfolio Statistics31/05/202431/05/2024
 Standard IndexBest Fit Index
 Morningstar Korea TME NR USD  Morningstar Korea TME NR USD
3-Yr Beta0.960.96
3-Yr Alpha0.850.85
 
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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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