JPM US Equity Income Fund K - Net Income

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Morningstar Rating™(Relative to Category)31/12/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageBelow Average4 star
5-Year--Not Rated
10-Year--Not Rated
OverallAverageBelow Average4 star
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1 Year Daily Volatility Chart (annualised)
  • JPM US Equity Income Fund K - Net Income
  • Russell 1000 Value TR USD
Volatility Measurements31/12/2021
3-Yr Std Dev14.41 %
3-Yr Mean Return17.26 %
3-Yr Sharpe Ratio1.09
Modern Portfolio Statistics31/12/202131/12/2021
 Standard IndexBest Fit Index
 Russell 1000 Value TR USD  MSCI USA Value NR USD
3-Yr Beta0.880.92
3-Yr Alpha2.563.07
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(