JPM Global Bond Opportunities A (acc) - EUR (hedged)

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Morningstar Rating™(Relative to Category)30/06/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-YearAverageAverage3 star
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • JPM Global Bond Opportunities A (acc) - EUR (hedged)
  • Morningstar Gbl Core Bd GR Hdg EUR
%
Volatility Measurements30/06/2024
 
3-Yr Std Dev6.38 %
3-Yr Mean Return-2.50 %
 
3-Yr Sharpe Ratio-0.85
 
Modern Portfolio Statistics30/06/202430/06/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Core Bd GR Hdg EUR  Morningstar EM Sov Bd GR Hdg EUR
3-Yr Beta0.800.52
3-Yr Alpha0.77-0.51
 
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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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