JPMorgan Funds - Pacific Equity Fund C (acc) - USD

Morningstar Rating™(Relative to Category)31/05/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAverage5 star
5-YearHighAverage5 star
10-YearHighAverage5 star
OverallHighAverage5 star
Click here to see our Methodology
1 Year Daily Volatility Chart (annualised)
  • JPMorgan Funds - Pacific Equity Fund C (acc) - USD
  • MSCI AC Asia Pacific NR USD
Volatility Measurements30/06/2020
3-Yr Std Dev13.92 %
3-Yr Mean Return11.78 %
3-Yr Sharpe Ratio0.76
Modern Portfolio Statistics30/06/202030/06/2020
 Standard IndexBest Fit Index
 MSCI AC Asia Pacific NR USD  MSCI AC Asia Pacific NR USD
3-Yr Beta1.051.05
3-Yr Alpha5.485.48
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(

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