JP Morgan UK Smaller Companies Fund C Shares Net Accumulation

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Morningstar Rating™(Relative to Category)31/03/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageHigh4 star
5-YearHighAbove Average4 star
10-YearAbove AverageAbove Average4 star
Overall*Above AverageAbove Average4 star
 
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1 Year Daily Volatility Chart (annualised)
  • JP Morgan UK Smaller Companies Fund C Shares Net Accumulation
  • Morningstar UK Small Cap TME NR GBP
%
Volatility Measurements31/03/2024
 
3-Yr Std Dev18.49 %
3-Yr Mean Return0.78 %
 
3-Yr Sharpe Ratio-0.09
 
Modern Portfolio Statistics31/03/202431/03/2024
 Standard IndexBest Fit Index
 Morningstar UK Small Cap TME NR GBP  Morningstar UK Small Cap TME NR GBP
3-Yr Beta0.980.98
3-Yr Alpha1.751.75
 
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* This share class has performance data calculated prior to the inception date, 2012-10-22. This is based upon a simulated/extended track record, using the track record of JPM UK Smaller Companies A Acc (ISIN: GB0030880255), 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)
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