JPM Asia Growth Fund C - Net Accumulation

Morningstar Rating™(Relative to Category)30/06/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAbove Average5 star
10-Year*HighHigh5 star
Overall*HighHigh5 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • JPM Asia Growth Fund C - Net Accumulation
  • MSCI AC Asia Ex Japan NR USD
%
Volatility Measurements30/06/2020
 
3-Yr Std Dev15.87 %
3-Yr Mean Return13.54 %
 
3-Yr Sharpe Ratio0.77
 
Modern Portfolio Statistics30/06/202030/06/2020
 Standard IndexBest Fit Index
 MSCI AC Asia Ex Japan NR USD  MSCI AC Asia Ex Japan NR USD
3-Yr Beta1.051.05
3-Yr Alpha6.346.34
 
Advertisement
* This share class has performance data calculated prior to the inception date, 2012-08-20. This is based upon a simulated/extended track record, using the track record of JPM Asia Growth A Net Acc (ISIN: GB0030879695), 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)

Audience Confirmation


By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites
© Copyright 2020 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy        Cookies