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JPM US Technology D (acc) USD

Morningstar Rating™(Relative to Category)31/01/2020
 Morningstar ReturnMorningstar RiskMorningstar Rating™
3-YearHighAbove Average5 star
5-YearHighHigh4 star
10-YearAbove AverageAbove Average4 star
OverallHighAbove Average4 star
 
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Volatility Measurements31/01/2020
 
3-Yr Std Dev19.65 %
3-Yr Mean Return28.99 %
 
3-Yr Sharpe Ratio1.33
 
Modern Portfolio Statistics31/01/202031/01/2020
 Standard IndexBest Fit Index
 MSCI World/Information Tech NR USD  ICE BofA US Convt Bonds TR USD
3-Yr Beta1.121.90
3-Yr Alpha0.034.22
 
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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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