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JPM Natural Resources Fund C - Net Accumulation

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Morningstar Rating™(Relative to Category)30/09/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAbove AverageAbove Average4 star
10-Year*Below AverageAbove Average2 star
Overall*AverageAbove Average3 star
 
Category :  Sector Equity Natural ResourcesClick here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • JPM Natural Resources Fund C - Net Accumulation
  • S&P Global Natural Resources TR USD
%
Volatility Measurements30/09/2021
 
3-Yr Std Dev23.34 %
3-Yr Mean Return6.38 %
 
3-Yr Sharpe Ratio0.25
 
Modern Portfolio Statistics30/09/202130/09/2021
 Standard IndexBest Fit Index
 S&P Global Natural Resources TR USD  S&P Global Natural Resources TR EUR
3-Yr Beta1.111.11
3-Yr Alpha0.300.30
 
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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 Natural Resources A Net Acc (ISIN: GB0031835118), 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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