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JMSBX: JPMorgan Short Term Bond Instl (MUTUAL FUND)
Basic Info
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 06/21/1996 |
Last Dividend Date: | 07/31/2009 |
12-Mo. Yield | - |
Expenses | - |
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Performance Analytics (As of 12/28/2010)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/21/1996 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | 3.2 | -27.5 | 2.0 | 5.1 | 1.5 | 1.4 | 1.8 | 5.6 | 7.6 | 7.3 | 3.2 | 7.1 | 6.4 | 4.5 |
Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | 1.05 | -1.61 | -0.47 | 1.69 | -0.38 | 0.28 | 0.52 | 2.18 | 1.84 | 1.42 | 0.01 | 1.47 | -22.2 | 2.27 |
Draw Down(%) | NA | 100.0 | 100.0 | 100.0 | 100.0 | 100.0 | 100.0 | 2.2 | 28.3 | 1.5 | 0.3 | 0.8 | 1.6 | 1.7 | 1.0 | 1.7 | 0.4 | 1.1 | 1.2 | 0.6 | 0.5 |
Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | 3.8 | 17.6 | 2.1 | 1.1 | 1.8 | 1.7 | 2.2 | 2.1 | 2.9 | 2.3 | 2.0 | 2.5 | 2.2 | 2.3 |
Treynor Ratio | NA | 0.05 | 0.1 | 0.12 | 0.19 | 0.28 | 0.05 | 0.12 | -0.35 | -0.02 | 0.08 | -0.02 | 0.01 | 0.01 | 0.07 | 0.07 | 0.05 | 0.0 | 0.05 | -0.63 | 0.07 |
Alpha | NA | 2.4 | -0.01 | 0.02 | 0.03 | -0.04 | 2.4 | -0.01 | -0.11 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | -0.05 | 0.0 |
Beta | NA | -19.36 | -9.74 | -8.22 | -5.29 | -3.75 | -19.36 | 0.35 | 0.81 | 0.43 | 0.22 | 0.32 | 0.66 | 0.76 | 0.63 | 0.77 | 0.7 | 0.67 | 0.8 | 0.77 | 0.7 |
RSquared | NA | 0.97 | 0.48 | 0.4 | 0.25 | 0.16 | 0.97 | 0.08 | 0.04 | 0.24 | 0.13 | 0.08 | 0.62 | 0.59 | 0.7 | 0.71 | 0.64 | 0.71 | 0.77 | 0.74 | 0.79 |
Yield(%) | N/A | N/A | 3.6 | 4.1 | 4.0 | N/A | N/A | 8.1 | 4.7 | 5.3 | 5.0 | 4.0 | 2.4 | 2.3 | 5.0 | 5.6 | 6.2 | 5.5 | 6.1 | 6.1 | 3.6 |
Dividend Growth(%) | N/A | -100.0 | -23.7 | 1.6 | N/A | N/A | -100.0 | 18.6 | -14.0 | 4.2 | 23.1 | 62.5 | 4.3 | -53.1 | -10.9 | -8.3 | 11.1 | -10.0 | 0.0 | 71.4 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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