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The 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk over the past year. As of today (2026-07-27), JPMorgan China Growth &ome's 1-Year Sharpe Ratio is -99.84.
JPMorgan China Growth &ome (CHIX:JCGIl) 1-Year Sharpe Ratio Explanation
The 1-Year Sharpe Ratio inidicates the risk-adjusted return of an investment over the past year. It is calculated as the annualized result of the average monthly excess return divided by its standard deviation over the past year. The monthly excess return is the monthly investment return minus the monthly risk-free rate (typically the 10-year Treasury Constant Maturity Rate). If the risk-free rate for a specific region is not available, U.S. data is used by default.
The greater a portfolio's Sharpe Ratio, the better its risk-adjusted performance. A negative Sharpe Ratio means the risk-free rate is greater than the portfolio’s historical or projected return, or else the portfolio's return is expected to be negative.
JPMorgan China Growth &ome 1-Year Sharpe Ratio Related Terms
CHIX:JCGIL vs BLK, BX, KKR: 1-Year Sharpe Ratio Comparison
For the Asset Management subindustry, JPMorgan China Growth &ome's 1-Year Sharpe Ratio, along with its competitors' market caps and 1-Year Sharpe Ratio data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
JPMorgan China Growth &ome 1-Year Sharpe Ratio vs Asset Management Industry
For the Asset Management industry and Financial Services sector, JPMorgan China Growth &ome's 1-Year Sharpe Ratio distribution charts can be found below:
* The bar in red indicates where JPMorgan China Growth &ome's 1-Year Sharpe Ratio falls into.
JPMorgan China Growth &ome 1-Year Sharpe Ratio Calculation
The 1-Year Sharpe Ratio measures the performance of an investment such as a stock or portfolio compared to a risk-free asset. A stock / portfolio's 1-Year Sharpe Ratio can be calculated by dividing the difference between the one-year returns of the investment and the risk-free rate, by the standard deviation of the investment returns over one year.
JPMorgan China Growth &ome (CHIX:JCGIL) has a 1-Year Sharpe Ratio of -99.84 as of Jul. 27, 2026. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for JPMorgan China Growth &ome and its competitors.
Is JPMorgan China Growth &ome's 1-Year Sharpe Ratio too high?
JPMorgan China Growth &ome's current 1-Year Sharpe Ratio is -99.84. Overall, JPMorgan China Growth &ome has a GF Score™ of 42/100, reflecting its overall financial health beyond just this single metric.
How does JPMorgan China Growth &ome's 1-Year Sharpe Ratio compare to BLK and BX?
JPMorgan China Growth &ome's 1-Year Sharpe Ratio of -99.84 can be compared against companies in the Asset Management industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good 1-Year Sharpe Ratio for an Asset Management company?
A good 1-Year Sharpe Ratio depends on the Asset Management industry context. However, 1-Year Sharpe Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high 1-Year Sharpe Ratio mean?
A high 1-Year Sharpe Ratio can signal that a stock is expensive relative to its fundamentals. 1-Year Sharpe Ratio measures the additional return that an investor receives per unit of increase in risk. View historical data for JPMorgan China Growth &ome and its competitors. JPMorgan China Growth &ome's current 1-Year Sharpe Ratio is -99.84. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is JPMorgan China Growth &ome stock overvalued right now?
JPMorgan China Growth &ome (CHIX:JCGIL) has a current 1-Year Sharpe Ratio of -99.84. The current 1-Year Sharpe Ratio is -99.84. JPMorgan China Growth &ome's overall GF Score™ is 42/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is 1-Year Sharpe Ratio calculated?
1-Year Sharpe Ratio is calculated from a company's financial statements. For JPMorgan China Growth &ome (CHIX:JCGIL), the current 1-Year Sharpe Ratio is -99.84 as of Jul. 27, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
JPMorgan China Growth & Income PLC is an investment trust company. Its investment objective is to provide long-term capital growth by investment in Greater China companies. The company seeks to achieve its determined objectives; it invests in securities quoted on the stock exchanges of China, Hong Kong, and Taiwan, or which derive a substantial part of their revenues or profits from these territories. It may use gearing up to a maximum level of nearly 20% of shareholders' funds to increase potential returns to shareholders. The company invests no more than 15% of gross assets in other UK-listed investment companies. It reviews its performance against the MSCI China Index, with net dividends reinvested, in sterling terms.
42GF Score
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1-Year Sharpe Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.
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