JPM Natural Resources Fund A - Net Accumulation

Register to Unlock Ratings
Morningstar Rating™(Relative to Category)30/04/2022
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAverageAverage3 star
5-YearAbove AverageAbove Average4 star
10-YearBelow AverageAverage2 star
OverallAverageAverage3 star
 
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • JPM Natural Resources Fund A - Net Accumulation
  • S&P Global Natural Resources TR USD
%
Volatility Measurements30/04/2022
 
3-Yr Std Dev24.16 %
3-Yr Mean Return18.49 %
 
3-Yr Sharpe Ratio0.70
 
Modern Portfolio Statistics30/04/202230/04/2022
 Standard IndexBest Fit Index
 S&P Global Natural Resources TR USD  S&P Global Natural Resources TR USD
3-Yr Beta1.151.15
3-Yr Alpha-1.01-1.01
 
Advertisement
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)