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JSDUX: JPMorgan Short Duration Bond R6 (MUTUAL FUND)
Basic Info 10.56 0.01(0.09%) March 30
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 03/01/2005 |
| Last Dividend Date: | 03/29/2023 |
| 12-Mo. Yield | 1.12% |
| Expenses | 0.30% |
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Performance Analytics (As of 03/30/2023)
Not up-to-date? Try| Last 1 Week* | YTD*(2023) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AR(%) | -0.8 | 1.8 | 2.3 | 1.7 | 2.2 | 1.5 | 2.0 | 2.4 | -2.1 | 0.3 | 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 |
| SR | NA | 1.43 | 0.03 | 0.81 | 0.7 | 0.61 | NA | 1.07 | -1.46 | 0.37 | 2.22 | 2.33 | -0.01 | 0.51 | 1.07 | 0.61 | 0.88 | 0.39 | 2.43 | 1.86 | 2.36 | 3.07 | 1.09 | 2.13 | 1.12 | -0.11 |
| DD(%) | NA | 1.0 | 2.1 | 4.1 | 4.1 | 4.1 | NA | 4.1 | 4.0 | 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 |
| SD(%) | NA | 3.7 | 2.8 | 1.9 | 1.8 | 1.4 | NA | 1.5 | 2.4 | 0.8 | 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 |
| TR | NA | 0.07 | 0.0 | 0.03 | 0.02 | 0.02 | NA | 0.03 | -0.06 | 0.02 | 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 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | NA | 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 | 0.74 | 0.6 | 0.54 | 0.54 | 0.51 | NA | 0.47 | 0.54 | 0.18 | 0.55 | 0.51 | 0.32 | 0.35 | 0.39 | 0.48 | 0.35 | 0.4 | 0.28 | 0.42 | 0.46 | 0.42 | 0.49 | 0.46 | 0.35 | 0.25 |
| RS | NA | 0.74 | 0.72 | 0.63 | 0.61 | 0.55 | NA | 0.5 | 0.73 | 0.11 | 0.68 | 0.43 | 0.22 | 0.25 | 0.39 | 0.5 | 0.24 | 0.38 | 0.2 | 0.39 | 0.5 | 0.52 | 0.53 | 0.53 | 0.3 | 0.14 |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2005
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