JPM Japan C Net Acc (FUND:B235RG0) - Fund price


Fund Report

JPM Japan Fund C - Net Accumulation

Morningstar Rating™ (Relative to Category) 30/06/2021
 Morningstar ReturnMorningstar Risk (Rel to Cat)Morningstar Rating™
Category: Japan Large-Cap EquityClick here to see our Methodology
3-YearHighHigh5 Stars
5-YearHighAbove Average5 Stars
10-YearHighAbove Average5 Stars
OverallHighAbove Average5 Stars
Modern Portfolio Statistics 31/07/2021
 Standard Index
TOPIX TR JPY
Best Fit Index
MSCI Japan Small Cap NR JPY
3-Yr R-Squared72.8972.43
3-Yr Beta1.020.97
3-Yr Alpha6.899.10
Return/Risk Analysis 31/07/2021
Risk Measurement1 Year3 Years5 Years
Standard Deviation16.7418.6716.88
3-Yr Mean Return15.3212.5013.56
Sharpe Ratio0.850.610.73
Sortino Ratio---
Positive Months42136
Negative Months81524
Worst Month-4.89-14.43-14.43
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