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PGBOX: JPMORGAN CORE BOND FUND CLASS A (MUTUAL FUND)
Basic Info 10.06 0.02(0.20%) May 07
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | (65%) |
Start Date: | 09/27/1991 |
Last Dividend Date: | 04/26/2024 |
12-Mo. Yield | 3.49% |
Expenses | 1.10% |
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Performance Analytics (As of 05/03/2024)
Not up-to-date? TryLast 1 Week* | YTD*(2024) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/28/1996 |
2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | 1.5 | -1.2 | 0.1 | -2.9 | 0.4 | 1.3 | 2.6 | 3.2 | 4.2 | 5.4 | -12.6 | -1.4 | 7.8 | 8.1 | -0.1 | 3.6 | 2.1 | 0.5 | 5.0 | -1.9 | 4.8 | 7.2 | 6.7 | 9.5 | 3.8 | 6.8 | 3.9 | 2.0 | 4.2 | 3.8 | 9.3 | 8.8 | 11.8 | -1.1 | 7.9 | 9.6 | 5.0 | 23.7 | -7.0 | 8.1 | 5.9 | 8.2 |
Sharpe Ratio | NA | -1.56 | -0.76 | -0.85 | -0.24 | 0.04 | NA | NA | 0.69 | 0.17 | -2.03 | -0.43 | 1.46 | 1.89 | -0.51 | 1.06 | 0.59 | 0.14 | 2.04 | -0.68 | 2.05 | 2.22 | 2.14 | 2.51 | 0.48 | 0.99 | 0.22 | -0.06 | 0.8 | 0.7 | 1.76 | 1.3 | 1.87 | -0.92 | 1.35 | 1.78 | 0.33 | 4.23 | -1.86 | 1.09 | 0.71 | 3.87 |
Draw Down(%) | NA | 3.6 | 7.2 | 16.9 | 17.9 | 17.9 | NA | NA | 17.9 | 7.2 | 15.7 | 3.1 | 6.5 | 2.2 | 2.7 | 1.4 | 4.4 | 2.4 | 1.2 | 4.4 | 1.2 | 1.6 | 2.6 | 1.4 | 4.3 | 2.3 | 1.9 | 2.5 | 4.6 | 4.5 | 2.2 | 4.0 | 3.5 | 3.1 | 2.6 | 2.4 | 3.9 | 2.0 | 8.5 | 5.2 | 2.6 | 1.7 |
Standard Deviation(%) | NA | 5.7 | 6.4 | 6.2 | 5.6 | 4.5 | NA | NA | 4.3 | 7.1 | 6.9 | 3.2 | 5.2 | 3.5 | 2.7 | 2.8 | 3.2 | 3.5 | 2.5 | 2.9 | 2.3 | 3.2 | 3.1 | 3.8 | 5.9 | 3.9 | 3.0 | 3.1 | 4.1 | 4.3 | 4.7 | 5.1 | 4.2 | 4.7 | 3.4 | 3.4 | 4.5 | 4.7 | 5.3 | 5.5 | 4.9 | 8.4 |
Treynor Ratio | NA | -0.1 | -0.06 | -0.07 | -0.02 | 0.0 | NA | NA | 0.04 | 0.01 | -0.2 | -0.02 | 0.1 | 0.07 | -0.02 | 0.03 | 0.03 | 0.01 | 0.07 | -0.03 | 0.08 | 0.13 | 0.13 | 0.2 | 0.05 | 0.05 | 0.01 | 0.0 | 0.04 | 0.04 | 0.11 | 0.1 | 0.1 | -0.05 | 0.09 | 0.1 | 0.02 | 0.26 | -0.12 | 0.21 | 0.0 | 0.0 |
Alpha | NA | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.03 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.0 | 0.01 | 0.01 | 0.01 | 0.02 | -0.02 | 0.03 | NA | NA |
Beta | NA | 0.89 | 0.87 | 0.8 | 0.8 | 0.8 | NA | NA | 0.71 | 0.89 | 0.72 | 0.77 | 0.75 | 0.96 | 0.86 | 0.89 | 0.73 | 0.74 | 0.71 | 0.69 | 0.6 | 0.57 | 0.53 | 0.48 | 0.62 | 0.77 | 0.73 | 0.71 | 0.79 | 0.73 | 0.77 | 0.66 | 0.79 | 0.84 | 0.52 | 0.63 | 0.62 | 0.76 | 0.87 | 0.29 | NA | NA |
RSquared | NA | 0.92 | 0.92 | 0.85 | 0.79 | 0.78 | NA | NA | 0.66 | 0.91 | 0.79 | 0.81 | 0.57 | 0.8 | 0.71 | 0.81 | 0.69 | 0.81 | 0.76 | 0.81 | 0.63 | 0.74 | 0.77 | 0.78 | 0.68 | 0.84 | 0.77 | 0.75 | 0.84 | 0.74 | 0.77 | 0.65 | 0.83 | 0.86 | 0.69 | 0.64 | 0.71 | 0.73 | 0.79 | 0.0 | 0.0 | 0.0 |
Yield(%) | N/A | 1.2 | 3.4 | 2.6 | 3.0 | 2.7 | 3.2 | 3.6 | N/A | 3.3 | 1.9 | 2.7 | 3.8 | 2.8 | 2.3 | 2.4 | 2.4 | 2.2 | 2.4 | 2.7 | 3.0 | 3.6 | 3.5 | 5.4 | 4.5 | 4.5 | 4.5 | 4.5 | 4.5 | 4.8 | 5.4 | 6.7 | 6.1 | 5.9 | 5.7 | 6.1 | 6.3 | 7.1 | 5.9 | 7.5 | 8.5 | 4.8 |
Dividend Growth(%) | N/A | -64.7 | 24.0 | -15.2 | 15.7 | -28.6 | N/A | N/A | N/A | 47.8 | -30.3 | -26.7 | 40.6 | 18.5 | -3.6 | 0.0 | 7.7 | -7.1 | -12.5 | -8.6 | -14.6 | 5.1 | -31.6 | 16.3 | 2.1 | 0.0 | -2.0 | 0.0 | -7.5 | -8.6 | -18.3 | 16.4 | -4.7 | 6.7 | -3.2 | -6.1 | 3.1 | 4.9 | -20.8 | -13.5 | 81.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/28/1996
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