JPMorgan Funds - Global Healthcare Fund A (acc) - EUR

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Morningstar Rating™(Relative to Category)30/09/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAbove AverageAverage4 star
10-YearAverageAverage3 star
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • JPMorgan Funds - Global Healthcare Fund A (acc) - EUR
  • Morningstar Gbl Health TME NR USD
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev12.78 %
3-Yr Mean Return3.38 %
 
3-Yr Sharpe Ratio0.01
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Health TME NR USD  MSCI World/Health Care NR USD
3-Yr Beta0.980.97
3-Yr Alpha-2.97-3.70
 
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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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