JPM Natural Resources Fund A - Net Accumulation

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Morningstar Rating™(Relative to Category)31/10/2021
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAverageAverage3 star
10-YearBelow AverageAverage2 star
OverallAverageAverage3 star
 
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1 Year Daily Volatility Chart (annualised)
  • JPM Natural Resources Fund A - Net Accumulation
  • S&P Global Natural Resources TR USD
%
Volatility Measurements30/11/2021
 
3-Yr Std Dev22.87 %
3-Yr Mean Return10.85 %
 
3-Yr Sharpe Ratio0.44
 
Modern Portfolio Statistics30/11/202130/11/2021
 Standard IndexBest Fit Index
 S&P Global Natural Resources TR USD  S&P Global Natural Resources TR USD
3-Yr Beta1.121.12
3-Yr Alpha-0.37-0.37
 
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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)