JPM US Equity Income Fund A - Net Accumulation

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Morningstar Rating™(Relative to Category)31/05/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAverageBelow Average4 star
10-YearAbove AverageAverage4 star
OverallAbove AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • JPM US Equity Income Fund A - Net Accumulation
  • Russell 1000 Value TR USD
%
Volatility Measurements31/05/2021
 
3-Yr Std Dev15.83 %
3-Yr Mean Return11.56 %
 
3-Yr Sharpe Ratio0.66
 
Modern Portfolio Statistics31/05/202131/05/2021
 Standard IndexBest Fit Index
 Russell 1000 Value TR USD  MSCI USA Value NR USD
3-Yr Beta0.900.95
3-Yr Alpha0.781.55
 
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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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