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GBONX: JPMorgan Global Bond Oppotunities R6 (MUTUAL FUND)
Basic Info 10.58 0(0.0%) September 24
| Asset Class: | WORLD BOND |
| MyPlanIQ Rating: | (0%) |
| Start Date: | 07/09/2018 |
| Last Dividend Date: | 04/28/2021 |
| 12-Mo. Yield | 3.40% |
| Expenses | - |
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Performance Analytics (As of 09/24/2021)
Not up-to-date? Try| Last 1 Week* | YTD*(2021) | 1 Yr | 3 Yr | 5 Yr | Inception** | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.1 | 0.8 | 5.8 | 5.8 | 4.8 | 4.5 | 7.9 | 10.7 | -1.7 | 7.0 | 8.1 | -0.4 | 3.6 | 1.7 |
| SR | NA | 0.56 | 2.67 | 1.37 | 1.28 | 1.31 | 1.32 | 5.16 | -1.44 | 3.37 | 2.47 | -0.15 | 1.56 | 0.85 |
| DD(%) | NA | 2.1 | 2.1 | 11.6 | 11.6 | 11.6 | 11.6 | 0.8 | 3.0 | 1.0 | 2.5 | 4.3 | 3.1 | 3.4 |
| SD(%) | NA | 2.0 | 2.2 | 3.7 | 3.2 | 3.0 | 5.8 | 1.8 | 2.1 | 1.9 | 3.2 | 2.5 | 2.3 | 3.5 |
| TR | NA | 0.07 | 0.29 | 0.15 | 0.18 | 0.38 | 0.16 | 0.58 | -0.4 | 6.56 | 1.07 | 0.07 | -0.23 | 3.54 |
| Alpha(%) | NA | 0.01 | 0.02 | 0.02 | 0.02 | 0.02 | 0.01 | 0.03 | -0.01 | 0.02 | 0.03 | 0.0 | 0.01 | 0.01 |
| Beta(%) | NA | 0.17 | 0.2 | 0.34 | 0.22 | 0.11 | 0.48 | 0.16 | 0.08 | 0.01 | 0.07 | -0.06 | -0.15 | 0.01 |
| RS | NA | 0.16 | 0.2 | 0.35 | 0.21 | 0.06 | 0.5 | 0.18 | 0.05 | 0.0 | 0.04 | 0.04 | 0.14 | 0.0 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 07/09/2018
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View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See WORLD BOND Asset Class Trend Rankings |
Top Rated Funds in WORLD BOND
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- PWFYX (PACE International Fixed Income Y) 0.39% (92%)
Best ETFs
- BWX (SPDR Barclays International Trs Bd ETF) 0.48% (97%)
- WIP (SPDR DB Intl Govt Inflation-Prot Bd ETF) 0.64% (96%)
- IGOV (iShares International Treasury Bond) 0.46% (75%)
- ISHG (iShares 1-3 Year International Trs Bd) 0.34% (46%)
- BWZ (SPDR Barclays Short Term IntlTrs Bd ETF) 0.35% (45%)
- GTIP (iShares Global Inflation-Linked Bond) 0.24% (44%)
- PICB (PowerShares International Corp Bd ETF) 0.31% (43%)
- IBND (SPDR Barclays International Corp Bd ETF) 0.31% (42%)
- FWDB (AdvisorShares Madrona Global Bond ETF) 0.42% (42%)
- HYXU (iShares Global ex USD High Yield Corp Bd) 0.11% (41%)
Best Closed End Funds
- FAX (Aberdeen Asia-Pacific Income Fund) 0.25% (100%)
- FCO (Aberdeen Global Income Fund, Inc.) 4.40% (99%)
- FAM (First Trust-Aberdeen Global Opp Inc) 0.10% (99%)
- MIN (MFS Intermediate Income Common) 0.28% (98%)
- GDO (Western Asset Global Corp Defined Opp) 0.22% (40%)
- PDI (Pimco Dynamic Income Fund Common) 0.37% (40%)
- BWG (Legg Mason BW Global Income Opps. Fund) 0.24% (39%)
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