Find A Portfolio/Ticker
Comparison Box
JCBRX: JPMORGAN CORE BOND FUND CLASS R5 (MUTUAL FUND)
Basic Info 10.21 0.04(0.39%) July 11
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 05/17/2006 |
| Last Dividend Date: | 05/28/2025 |
| 12-Mo. Yield | 3.79% |
| Expenses | 1.10% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 07/10/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Since 05/17/2006 |
2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.4 | 2.9 | 4.4 | 2.5 | -0.8 | 1.7 | 2.4 | 3.4 | 2.2 | 5.8 | -12.2 | -1.8 | 6.4 | 8.5 | 0.3 | 3.8 | 2.4 | 0.8 | 5.4 | -1.6 | 5.1 | 7.4 | 7.1 | 9.7 | 4.2 | 7.1 | 4.4 |
| Sharpe Ratio | NA | 0.72 | 0.42 | -0.14 | -0.49 | 0.08 | NA | 0.57 | -0.28 | 0.3 | -2.0 | -0.56 | 1.23 | 1.98 | -0.41 | 1.19 | 0.7 | 0.23 | 2.1 | -0.56 | 2.12 | 2.34 | 2.29 | 2.57 | 0.55 | 1.03 | 1.14 |
| Draw Down(%) | NA | 2.7 | 4.7 | 8.9 | 18.1 | 18.1 | NA | 18.1 | 4.0 | 7.1 | 15.4 | 3.0 | 6.6 | 2.2 | 2.7 | 1.4 | 4.3 | 2.3 | 1.1 | 4.3 | 1.3 | 1.5 | 2.7 | 1.4 | 4.3 | 2.1 | 1.4 |
| Standard Deviation(%) | NA | 5.2 | 5.1 | 6.3 | 5.6 | 4.7 | NA | 4.2 | 5.3 | 7.2 | 6.9 | 3.2 | 5.0 | 3.5 | 2.8 | 2.6 | 3.1 | 3.5 | 2.5 | 3.0 | 2.4 | 3.2 | 3.1 | 3.7 | 5.9 | 3.9 | 3.1 |
| Treynor Ratio | NA | 0.04 | 0.02 | -0.01 | -0.03 | 0.0 | NA | 0.03 | -0.02 | 0.02 | -0.18 | -0.02 | 0.08 | 0.07 | -0.01 | 0.04 | 0.03 | 0.01 | 0.07 | -0.02 | 0.08 | 0.13 | 0.13 | 0.2 | 0.05 | 0.05 | 0.05 |
| Alpha | NA | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | NA | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.03 | 0.01 | 0.0 |
| Beta | NA | 0.85 | 0.88 | 0.86 | 0.84 | 0.83 | NA | 0.72 | 0.89 | 0.9 | 0.77 | 0.76 | 0.75 | 0.95 | 0.88 | 0.84 | 0.72 | 0.75 | 0.72 | 0.7 | 0.63 | 0.56 | 0.53 | 0.47 | 0.62 | 0.76 | 0.66 |
| RSquared | NA | 0.87 | 0.86 | 0.9 | 0.87 | 0.83 | NA | 0.77 | 0.87 | 0.91 | 0.91 | 0.8 | 0.62 | 0.78 | 0.72 | 0.79 | 0.7 | 0.81 | 0.72 | 0.79 | 0.66 | 0.75 | 0.78 | 0.76 | 0.67 | 0.82 | 0.6 |
| Yield(%) | N/A | 1.7 | 3.7 | 3.5 | 2.6 | 2.9 | 3.1 | N/A | 4.0 | 3.6 | 2.4 | 2.1 | 2.5 | 3.4 | 2.9 | 3.0 | 3.0 | 2.6 | 2.9 | 3.3 | 3.2 | 4.1 | 3.7 | 5.7 | 5.1 | 4.8 | 2.3 |
| Dividend Growth(%) | N/A | -57.1 | -2.1 | 23.2 | -6.2 | N/A | N/A | N/A | 10.6 | 32.9 | 9.9 | -15.7 | -22.8 | 16.0 | -2.1 | 0.0 | 10.0 | -5.8 | -16.9 | 4.5 | -18.3 | 12.1 | -31.5 | 10.0 | 8.9 | 110.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/17/2006
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Intermediate-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Intermediate-Term Bond
Best Mutual Funds
- VBMFX (VANGUARD TOTAL BOND MARKET INDEX FUND INVESTOR SHARES) 0.42% (100%)
- VBIIX (VANGUARD INTERMEDIATE-TERM BOND INDEX FUND INVESTOR SHARES) 0.38% (100%)
- CMFCX (AMERICAN FUNDS MORTGAGE FUND CLASS 529-C) 0.35% (99%)
- VFICX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) 0.46% (99%)
- VFIDX (VANGUARD INTERMEDIATE-TERM INVESTMENT-GRADE FUND ADMIRAL SHARES) 0.46% (98%)
- GPBFX (GMO CORE PLUS BOND FUND CLASS IV) 0.46% (98%)
- SAMIX (MODERATELY AGGRESSIVE BALANCED ALLOCATION PORTFOLIO CLASS I) 0.48% (98%)
- OWFIX (OLD WESTBURY FIXED INCOME FUND OLD WESTBURY FIXED INCOME FUND) 0.20% (98%)
- TAIBX (PRUDENTIAL CORE BOND FUND CLASS Z) 0.35% (98%)
- ACBPX (DIVERSIFIED BOND FUND I CLASS) 0.44% (97%)
Best ETFs
- AGG (iShares Core U.S. Aggregate Bond ETF) 0.42% (100%)
- BIV (Vanguard Intermediate-Term Bond ETF) 0.38% (99%)
- BND (Vanguard Total Bond Market ETF) 0.41% (99%)
- GBF (iShares Government/Credit Bond ETF) 0.36% (99%)
- GVI (iShares Intermediate Government/Credit Bond ETF) 0.16% (99%)
- MBB (iShares MBS ETF) 0.41% (98%)
- VCIT (Vanguard Intermediate-Term Corporate Bond ETF) 0.35% (36%)
- VMBS (Vanguard Mortgage-Backed Securities ETF) 0.37% (36%)
- SCHZ (Schwab US Aggregate Bond ETF) 0.39% (31%)
- CMBS (iShares CMBS ETF) 0.06% (31%)
Best Closed End Funds
* Day change on 07/11/2025.Latest Articles Related to JCBRX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
