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JCBZX: JPMORGAN CORE BOND FUND CLASS R2 (MUTUAL FUND)
Basic Info 9.93 0.04(0.40%) May 01
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (23%) |
Start Date: | 11/14/2008 |
Last Dividend Date: | 03/26/2024 |
12-Mo. Yield | 2.85% |
Expenses | 1.10% |
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Performance Analytics (As of 04/26/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 11/14/2008 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | -2.9 | -0.8 | -3.5 | -0.2 | 0.9 | 2.2 | 2.4 | 5.2 | -12.7 | -1.7 | 7.5 | 7.7 | -0.6 | 3.2 | 1.7 | 0.3 | 4.8 | -2.3 | 4.7 | 6.8 | 6.5 | 9.2 | 2.6 |
Sharpe Ratio | NA | -2.34 | -0.89 | -0.96 | -0.33 | -0.05 | NA | 0.42 | 0.13 | -2.05 | -0.53 | 1.39 | 1.82 | -0.71 | 0.93 | 0.47 | 0.09 | 1.86 | -0.79 | 1.94 | 2.15 | 2.03 | 2.45 | 3.87 |
Draw Down(%) | NA | 3.6 | 7.4 | 17.1 | 18.3 | 18.3 | NA | 18.3 | 7.5 | 15.8 | 3.2 | 6.5 | 2.2 | 3.0 | 1.4 | 4.6 | 2.5 | 1.1 | 4.5 | 1.3 | 1.5 | 2.7 | 1.4 | 1.1 |
Standard Deviation(%) | NA | 5.6 | 6.5 | 6.2 | 5.6 | 4.5 | NA | 4.1 | 7.2 | 6.9 | 3.3 | 5.2 | 3.5 | 2.7 | 2.7 | 3.2 | 3.5 | 2.6 | 2.9 | 2.4 | 3.2 | 3.2 | 3.7 | 6.0 |
Treynor Ratio | NA | -0.15 | -0.07 | -0.07 | -0.02 | 0.0 | NA | 0.02 | 0.01 | -0.19 | -0.02 | 0.1 | 0.07 | -0.02 | 0.03 | 0.02 | 0.0 | 0.06 | -0.03 | 0.07 | 0.12 | 0.12 | 0.19 | 0.48 |
Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 |
Beta | NA | 0.9 | 0.88 | 0.82 | 0.81 | 0.81 | NA | 0.71 | 0.89 | 0.75 | 0.79 | 0.75 | 0.93 | 0.83 | 0.87 | 0.73 | 0.75 | 0.74 | 0.69 | 0.63 | 0.56 | 0.54 | 0.47 | 0.49 |
RSquared | NA | 0.9 | 0.92 | 0.88 | 0.82 | 0.8 | NA | 0.76 | 0.91 | 0.85 | 0.83 | 0.57 | 0.79 | 0.68 | 0.77 | 0.72 | 0.82 | 0.75 | 0.8 | 0.66 | 0.75 | 0.77 | 0.78 | 0.54 |
Yield(%) | N/A | 0.8 | 2.9 | 2.2 | 2.6 | 2.4 | 2.8 | N/A | 3.1 | 1.8 | 2.0 | 3.7 | 2.7 | 2.0 | 2.4 | 2.3 | 2.2 | 2.3 | 2.7 | 2.6 | 3.3 | 3.2 | 5.4 | 0.0 |
Dividend Growth(%) | N/A | -74.2 | 20.0 | -18.8 | 16.3 | N/A | N/A | N/A | 47.6 | -12.5 | -45.5 | 41.9 | 34.8 | -14.8 | 3.8 | 0.0 | 0.0 | -18.8 | 3.2 | -18.4 | 5.6 | -36.8 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/14/2008
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