JPM Greater China A (dist) USD (FUND:7103656) - Fund price

Fund Report

JPMorgan Funds - Greater China Fund A (dist) - USD

Morningstar Rating™ (Relative to Category) 30/11/2019
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: Greater China EquityClick here to see our Methodology
3-YearHighHigh4 Stars
5-YearAbove AverageAbove Average4 Stars
10-YearAbove AverageAbove Average4 Stars
OverallAbove AverageAbove Average4 Stars
Modern Portfolio Statistics 30/11/2019
 Standard Index
MSCI Golden Dragon NR USD
Best Fit Index
MSCI Golden Dragon NR USD
3-Yr R-Squared91.8091.80
3-Yr Beta1.111.11
3-Yr Alpha2.482.48
Return/Risk Analysis 30/11/2019
Risk Measurement1 Year3 Years5 Years
Standard Deviation21.3119.0819.39
3-Yr Mean Return27.7716.219.81
Sharpe Ratio1.060.700.43
Sortino Ratio---
Positive Months92435
Negative Months31225
Worst Month-11.64-14.23-14.23
This analysis was written for a different share class of this fund. The performance and fee structure of this class may vary from that referenced in the analysis.
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