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JCBZX: JPMORGAN CORE BOND FUND CLASS R2 (MUTUAL FUND)


Basic Info     10.17 0.02(0.20%) March 27

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Asset Class:Intermediate-Term Bond
MyPlanIQ Rating: (23%)
Start Date:11/14/2008
Last Dividend Date:02/27/2024
12-Mo. Yield 2.85%
Expenses 1.10%
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Performance Analytics (As of 03/26/2024)

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Last 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(%) 0.3 -0.8 1.4 -2.7 0.2 1.1 2.4 2.6 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 -1.4 -0.53 -0.8 -0.25 0.02 NA 0.47 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 2.5 7.5 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 5.5 6.6 6.2 5.5 4.4 NA 4.0 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 -0.08 -0.04 -0.06 -0.02 0.0 NA 0.03 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 0.92 0.88 0.82 0.81 0.8 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 0.91 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

*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/14/2008

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