JPMorgan Investment Funds - Global Income Fund C (div) - EUR

Morningstar Rating™(Relative to Category)30/06/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage2 star
5-YearAverageAverage3 star
10-YearAbove AverageAverage4 star
OverallAbove AverageAverage3 star
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • JPMorgan Investment Funds - Global Income Fund C (div) - EUR
  • Cat 50%Barclays EurAgg TR&50%FTSE Wld TR
Volatility Measurements30/06/2020
3-Yr Std Dev8.74 %
3-Yr Mean Return1.39 %
3-Yr Sharpe Ratio0.09
Modern Portfolio Statistics30/06/202030/06/2020
 Standard IndexBest Fit Index
 Cat 50%Barclays EurAgg TR&50%FTSE Wld TR  Red Rocks Gbl Listed Private Eqty TR USD
3-Yr Beta0.980.37
3-Yr Alpha-5.22-1.42
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(

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