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JSDUX: JPMORGAN SHORT DURATION BOND FUND CLASS R6 (MUTUAL FUND)
Basic Info 10.65 0.01(0.09%) April 19
Asset Class: | Short-Term Bond |
MyPlanIQ Rating: | (97%) |
Start Date: | 02/28/2005 |
Last Dividend Date: | 03/26/2024 |
12-Mo. Yield | 2.89% |
Expenses | 0.28% |
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Performance Analytics (As of 04/18/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -0.1 | 0.4 | 4.2 | 0.7 | 2.0 | 1.6 | 1.8 | 2.4 | 5.5 | -3.6 | 0.2 | 4.6 | 4.5 | 1.3 | 1.1 | 1.3 | 0.7 | 0.9 | 0.4 | 1.9 | 2.0 | 3.1 | 5.2 | 3.9 | 6.3 | 4.6 | 1.8 |
Sharpe Ratio | NA | -0.87 | 0.03 | -0.69 | 0.21 | 0.36 | NA | 0.89 | 0.43 | -2.24 | 0.27 | 2.22 | 2.33 | 0.0 | 0.51 | 1.08 | 0.61 | 0.88 | 0.39 | 2.44 | 1.86 | 2.36 | 3.07 | 1.1 | 2.15 | 1.15 | -0.11 |
Draw Down(%) | NA | 0.7 | 1.5 | 5.5 | 5.5 | 5.5 | NA | 5.5 | 1.5 | 5.2 | 0.4 | 3.8 | 0.6 | 0.5 | 0.5 | 0.8 | 0.6 | 0.6 | 0.8 | 0.4 | 0.5 | 0.8 | 0.7 | 1.8 | 0.5 | 0.3 | 0.4 |
Standard Deviation(%) | NA | 2.0 | 2.3 | 2.2 | 2.0 | 1.6 | NA | 1.5 | 2.8 | 2.3 | 0.7 | 1.9 | 1.3 | 1.0 | 0.9 | 1.0 | 1.1 | 1.0 | 0.9 | 0.8 | 1.0 | 1.3 | 1.7 | 2.7 | 1.6 | 1.1 | 1.1 |
Treynor Ratio | NA | -0.03 | 0.0 | -0.03 | 0.01 | 0.01 | NA | 0.03 | 0.02 | -0.09 | 0.01 | 0.08 | 0.06 | 0.0 | 0.01 | 0.03 | 0.01 | 0.02 | 0.01 | 0.07 | 0.05 | 0.07 | 0.12 | 0.06 | 0.07 | 0.04 | 0.0 |
Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 |
Beta | NA | 0.59 | 0.64 | 0.61 | 0.59 | 0.54 | NA | 0.49 | 0.71 | 0.55 | 0.2 | 0.55 | 0.51 | 0.32 | 0.37 | 0.39 | 0.48 | 0.36 | 0.4 | 0.28 | 0.42 | 0.46 | 0.42 | 0.49 | 0.46 | 0.35 | 0.25 |
RSquared | NA | 0.73 | 0.78 | 0.76 | 0.71 | 0.62 | NA | 0.54 | 0.81 | 0.8 | 0.15 | 0.67 | 0.44 | 0.22 | 0.26 | 0.39 | 0.5 | 0.25 | 0.38 | 0.2 | 0.39 | 0.49 | 0.52 | 0.53 | 0.53 | 0.3 | 0.14 |
Yield(%) | N/A | 0.8 | N/A | N/A | N/A | N/A | N/A | N/A | 3.1 | 1.5 | 1.3 | 2.1 | 2.3 | 2.1 | 1.4 | 1.2 | 1.2 | 1.3 | 1.3 | 1.5 | 2.4 | 2.1 | 3.0 | 4.5 | 4.5 | 4.2 | 2.3 |
Dividend Growth(%) | N/A | -71.9 | N/A | N/A | N/A | N/A | N/A | N/A | 100.0 | 14.3 | -39.1 | -8.0 | 8.7 | 53.3 | 15.4 | 0.0 | -7.1 | 0.0 | -12.5 | -38.5 | 13.0 | -28.1 | -33.3 | 2.1 | 6.8 | 83.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2005
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