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JIMAX: JPMORGAN INFLATION MANAGED BOND FUND CLASS A (MUTUAL FUND)
Basic Info
Asset Class: | Inflation-Protected Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 04/29/2010 |
Last Dividend Date: | 03/29/2022 |
12-Mo. Yield | 1.97% |
Expenses | 0.75% |
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Performance Analytics (As of 05/06/2022)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 05/03/2010 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 0.0 | 0.5 | 3.8 | 2.9 | 1.7 | 2.4 | -2.6 | 4.8 | 5.7 | 6.6 | -1.3 | 1.8 | 3.5 | -0.3 | 0.0 | -3.0 | 5.4 | 4.9 | 3.5 |
Sharpe Ratio | NA | 0.09 | 0.92 | 0.71 | 0.47 | 0.71 | -1.47 | 1.71 | 1.19 | 2.24 | -1.47 | 0.62 | 1.42 | -0.13 | 0.0 | -1.08 | 2.59 | 1.53 | 1.5 |
Draw Down(%) | NA | 3.3 | 9.8 | 9.8 | 9.8 | 9.8 | 3.3 | 1.5 | 9.8 | 0.9 | 1.9 | 1.2 | 2.1 | 2.4 | 3.3 | 4.9 | 0.9 | 2.0 | 2.6 |
Standard Deviation(%) | NA | 3.8 | 3.7 | 3.1 | 2.8 | 2.9 | 5.2 | 2.8 | 4.6 | 2.3 | 1.8 | 2.0 | 2.3 | 2.8 | 2.1 | 2.8 | 2.1 | 3.2 | 3.4 |
Treynor Ratio | NA | 0.01 | 0.09 | 0.06 | 0.03 | 0.05 | -0.2 | 0.16 | 0.13 | 0.1 | -0.05 | 0.03 | 0.07 | -0.01 | 0.0 | -0.07 | 0.15 | 0.15 | 0.12 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 |
Beta | NA | 0.3 | 0.38 | 0.4 | 0.4 | 0.4 | 0.38 | 0.3 | 0.41 | 0.5 | 0.49 | 0.48 | 0.45 | 0.39 | 0.39 | 0.42 | 0.35 | 0.33 | 0.44 |
RSquared | NA | 0.3 | 0.4 | 0.44 | 0.54 | 0.54 | 0.4 | 0.32 | 0.41 | 0.71 | 0.7 | 0.78 | 0.75 | 0.59 | 0.68 | 0.76 | 0.57 | 0.51 | 0.66 |
Yield(%) | N/A | 2.0 | 2.0 | 2.0 | 1.7 | N/A | 0.5 | 2.0 | 1.5 | 2.5 | 2.2 | 1.8 | 1.8 | 1.3 | 1.3 | 1.0 | 2.4 | 2.4 | 1.8 |
Dividend Growth(%) | N/A | 46.7 | 0.0 | 31.6 | N/A | N/A | -71.4 | 31.2 | -36.0 | 8.7 | 21.1 | 5.6 | 38.5 | -7.1 | 27.3 | -56.0 | 0.0 | 38.9 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/03/2010
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