OBOCX: JPMORGAN CORE BOND FUND CLASS C (MUTUAL FUND)
Basic Info 10.22 0.06(0.59%) May 15
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (63%) |
Start Date: | 03/30/1999 |
Last Dividend Date: | 04/26/2024 |
12-Mo. Yield | 2.76% |
Expenses | 1.10% |
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Performance Analytics (As of 05/10/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 12/28/2000 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.0 | -0.7 | 0.6 | -3.1 | -0.2 | 0.8 | 1.9 | 2.6 | 3.0 | 4.7 | -13.0 | -1.9 | 7.2 | 7.4 | -0.7 | 2.9 | 1.4 | -0.1 | 4.3 | -2.6 | 4.2 | 6.4 | 6.1 | 8.8 | 3.1 | 6.1 | 3.3 | 1.3 | 3.5 | 3.1 | 9.2 | 8.0 | 11.1 | -0.5 |
Sharpe Ratio | NA | -1.43 | -0.71 | -0.93 | -0.34 | -0.09 | NA | NA | 0.45 | 0.07 | -2.11 | -0.59 | 1.34 | 1.74 | -0.75 | 0.82 | 0.37 | -0.03 | 1.72 | -0.88 | 1.74 | 2.03 | 1.95 | 2.31 | 0.37 | 0.81 | 0.0 | -0.27 | 0.63 | 0.54 | 1.73 | 1.13 | 1.76 | -0.8 |
Draw Down(%) | NA | 3.6 | 7.2 | 17.4 | 18.7 | 18.7 | NA | NA | 18.7 | 7.5 | 16.1 | 3.2 | 6.5 | 2.2 | 3.0 | 1.5 | 4.7 | 2.6 | 1.2 | 4.6 | 1.3 | 1.4 | 2.7 | 1.4 | 4.7 | 2.4 | 2.2 | 2.6 | 4.6 | 4.5 | 2.3 | 4.0 | 3.5 | 3.0 |
Standard Deviation(%) | NA | 5.7 | 6.4 | 6.2 | 5.6 | 4.5 | NA | NA | 4.2 | 7.1 | 6.8 | 3.3 | 5.2 | 3.5 | 2.6 | 2.8 | 3.2 | 3.5 | 2.5 | 2.9 | 2.4 | 3.2 | 3.1 | 3.8 | 5.9 | 3.9 | 3.0 | 3.2 | 4.1 | 4.4 | 4.7 | 5.1 | 4.0 | 4.9 |
Treynor Ratio | NA | -0.09 | -0.05 | -0.07 | -0.02 | -0.01 | NA | NA | 0.03 | 0.01 | -0.2 | -0.03 | 0.09 | 0.06 | -0.02 | 0.03 | 0.02 | 0.0 | 0.06 | -0.04 | 0.07 | 0.11 | 0.11 | 0.18 | 0.03 | 0.04 | 0.0 | -0.01 | 0.03 | 0.03 | 0.1 | 0.09 | 0.09 | -0.04 |
Alpha | NA | -0.01 | -0.02 | -0.01 | -0.01 | -0.01 | NA | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | -0.01 | -0.01 | 0.01 | 0.0 | 0.0 | 0.03 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.01 | 0.0 |
Beta | NA | 0.9 | 0.88 | 0.81 | 0.81 | 0.8 | NA | NA | 0.72 | 0.89 | 0.73 | 0.79 | 0.75 | 0.93 | 0.83 | 0.88 | 0.74 | 0.74 | 0.73 | 0.7 | 0.63 | 0.56 | 0.53 | 0.48 | 0.63 | 0.76 | 0.73 | 0.74 | 0.8 | 0.77 | 0.78 | 0.68 | 0.74 | 0.88 |
RSquared | NA | 0.88 | 0.91 | 0.87 | 0.81 | 0.8 | NA | NA | 0.76 | 0.92 | 0.84 | 0.8 | 0.56 | 0.79 | 0.69 | 0.78 | 0.71 | 0.81 | 0.77 | 0.8 | 0.64 | 0.75 | 0.8 | 0.77 | 0.68 | 0.83 | 0.77 | 0.77 | 0.85 | 0.81 | 0.8 | 0.65 | 0.81 | 0.89 |
Yield(%) | N/A | 1.0 | 2.8 | 2.0 | 2.4 | 2.1 | 2.5 | 2.9 | N/A | 2.6 | 1.5 | 1.8 | 3.3 | 2.6 | 2.1 | 2.2 | 2.1 | 1.5 | 2.1 | 2.5 | 2.2 | 3.3 | 2.8 | 4.8 | 4.4 | 3.7 | 3.5 | 4.4 | 4.2 | 4.3 | 5.4 | 6.1 | 5.7 | 4.2 |
Dividend Growth(%) | N/A | -63.0 | 31.4 | -16.4 | 23.9 | -34.1 | N/A | N/A | N/A | 50.0 | -18.2 | -45.0 | 33.3 | 25.0 | -7.7 | 4.0 | 38.9 | -25.0 | -20.0 | 15.4 | -31.6 | 22.6 | -39.2 | 6.2 | 23.1 | 5.4 | -22.9 | 4.3 | -4.2 | -17.2 | -10.8 | 14.0 | 29.5 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 12/28/2000
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