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

Morningstar Rating™(Relative to Category)31/01/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighAbove Average5 star
10-YearHighAverage5 star
OverallHighAbove Average5 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 Measurements31/01/2020
3-Yr Std Dev11.42 %
3-Yr Mean Return12.60 %
3-Yr Sharpe Ratio1.00
Modern Portfolio Statistics31/01/202031/01/2020
 Standard IndexBest Fit Index
 MSCI AC Asia Pacific NR USD  MSCI AC Asia Pacific NR USD
3-Yr Beta1.041.04
3-Yr Alpha5.065.06
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(

Audience Confirmation

By clicking 'accept' I acknowledge that this website uses cookies and other technologies to tailor my experience and understand how I and other visitors use our site. See 'Cookie Consent' for more detail.

  • Other Morningstar Websites