JPM US Equity Income Fund C - Net Accumulation

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAbove AverageBelow Average4 star
10-YearAbove AverageAverage4 star
Overall*Above AverageAverage4 star
 
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1 Year Daily Volatility Chart (annualised)
  • JPM US Equity Income Fund C - Net Accumulation
  • Russell 1000 Value TR USD
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev15.70 %
3-Yr Mean Return11.47 %
 
3-Yr Sharpe Ratio0.67
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 Russell 1000 Value TR USD  MSCI USA Value NR USD
3-Yr Beta0.900.94
3-Yr Alpha2.002.96
 
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* This share class has performance data calculated prior to the inception date, 2011-07-11. This is based upon a simulated/extended track record, using the track record of JPM US Equity Income A Net Acc (ISIN: GB00B3FJQ045), and is in accordance with Morningstar’s Extended Performance Methodology paper. To find out more about this, click here.
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)