JPM Natural Resources Fund C - Net Accumulation

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAbove Average3 star
5-YearAbove AverageAbove Average4 star
10-Year*AverageAverage3 star
Overall*Above AverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • JPM Natural Resources Fund C - Net Accumulation
  • S&P Global Natural Resources TR USD
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev25.43 %
3-Yr Mean Return14.33 %
 
3-Yr Sharpe Ratio0.52
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 S&P Global Natural Resources TR USD  S&P Global Natural Resources TR USD
3-Yr Beta1.151.15
3-Yr Alpha-0.87-0.87
 
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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)