JPM US Equity Income Fund C2 - Net Income

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Morningstar Rating™(Relative to Category)31/07/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-Year--Not Rated
10-Year--Not Rated
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • JPM US Equity Income Fund C2 - Net Income
  • MSCI USA High Dividend Yield NR USD
%
Volatility Measurements31/07/2022
 
3-Yr Std Dev14.18 %
3-Yr Mean Return10.23 %
 
3-Yr Sharpe Ratio0.67
 
Modern Portfolio Statistics31/07/202231/07/2022
 Standard IndexBest Fit Index
 MSCI USA High Dividend Yield NR USD  MSCI USA Value NR USD
3-Yr Beta1.060.92
3-Yr Alpha1.421.48
 
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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)