LSE - Delayed Quote • GBp
JPM UK Equity Plus Fund (0P00016UJM.L)
At close: April 23 at 9:00 PM GMT+1
Fund Summary
Fund Summary Information Not Available
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 27.52% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 3 |
| Number of Years Down | 2 |
Performance & Risk
| YTD Return | 8.04% |
| 5y Average Return | 4.46% |
| Rank in Category (ytd) | 1 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.90 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| 0P00016UJM.L | Category Average | 0P00016UJM.L | Category Average | 0P00016UJM.L | Category Average | |
| Alpha | -0.34 | -- | 1.75 | -- | -- | -- |
| BETA | 0.9 | -- | 0.97 | -- | -- | -- |
| Mean Annual Return | 0.63 | -- | 0.63 | -- | -- | -- |
| R-squared | 17.46 | -- | 40.2 | -- | -- | -- |
| Standard Deviation | 23.9 | -- | 22.1 | -- | -- | -- |
| Sharpe Ratio | 0.22 | -- | 0.27 | -- | -- | -- |
| Treynor Ratio | 2.4 | -- | 3.53 | -- | -- | -- |
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