JPMorgan Funds - Global Natural Resources Fund A (acc) - EUR

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Morningstar Rating™(Relative to Category)31/08/2024
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearAbove AverageAverage4 star
5-YearAverageAverage3 star
10-YearAverageAbove Average3 star
OverallAverageAbove Average3 star
 
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1 Year Daily Volatility Chart (annualised)
  • JPMorgan Funds - Global Natural Resources Fund A (acc) - EUR
  • Morningstar Gbl Upstm Nat Res NR USD
%
Volatility Measurements30/09/2024
 
3-Yr Std Dev18.89 %
3-Yr Mean Return12.17 %
 
3-Yr Sharpe Ratio0.44
 
Modern Portfolio Statistics30/09/202430/09/2024
 Standard IndexBest Fit Index
 Morningstar Gbl Upstm Nat Res NR USD  Morningstar Gbl Upstm Nat Res NR USD
3-Yr Beta1.081.08
3-Yr Alpha1.291.29
 
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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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