JPM Unconstrained Bond Fund A - Gross Accumulation

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Morningstar Rating™(Relative to Category)31/05/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageBelow Average4 star
5-YearAverageBelow Average3 star
10-YearBelow AverageBelow Average2 star
OverallAverageBelow Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • JPM Unconstrained Bond Fund A - Gross Accumulation
  • Bloomberg Global Aggregate TR Hdg GBP
%
Volatility Measurements30/06/2022
 
3-Yr Std Dev4.13 %
3-Yr Mean Return0.06 %
 
3-Yr Sharpe Ratio-0.05
 
Modern Portfolio Statistics30/06/202230/06/2022
 Standard IndexBest Fit Index
 Bloomberg Global Aggregate TR Hdg GBP  ICE BofA Gbl HY Constnd TR HGBP
3-Yr Beta0.570.36
3-Yr Alpha0.870.37
 
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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)