JCBZX | JPMORGAN CORE BOND FUND CLASS R2

Basic Info 10.02 0.02(0.20%)
May 10

JPMORGAN CORE BOND FUND CLASS R2 started on 11/14/2008

JPMORGAN CORE BOND FUND CLASS R2 is classified as asset class Intermediate-Term Bond

JPMORGAN CORE BOND FUND CLASS R2 expense ratio is 1.10%

JPMORGAN CORE BOND FUND CLASS R2 rating is

(23%)

JPMORGAN CORE BOND FUND CLASS R2 (JCBZX) Dividend Info

JPMORGAN CORE BOND FUND CLASS R2 (JCBZX) dividend growth in the last 12 months is 27.90%

The trailing 12-month yield of JPMORGAN CORE BOND FUND CLASS R2 is 3.03%. its dividend history:

Date	Dividend
04/26/2024	0.0315
03/26/2024	0.0273
02/27/2024	0.0253
01/29/2024	0.0245
12/27/2023	0.0281
11/28/2023	0.0275
10/27/2023	0.0252
09/27/2023	0.0265
08/29/2023	0.0257
07/27/2023	0.0251
06/30/2023	0.0247
05/26/2023	0.024
04/26/2023	0.0282
03/29/2023	0.0224
02/24/2023	0.0212
01/27/2023	0.0218
12/28/2022	0.0209
12/13/2022	0.0006
11/28/2022	0.0218
10/27/2022	0.0184
09/28/2022	0.0198
08/29/2022	0.0207
07/27/2022	0.018
06/28/2022	0.0169
05/26/2022	0.0159
04/27/2022	0.0171
03/29/2022	0.0134
02/24/2022	0.0111
01/27/2022	0.0118
12/29/2021	0.0133
12/13/2021	0.0883
11/26/2021	0.013
10/27/2021	0.0127
09/28/2021	0.0143
08/27/2021	0.0152
07/28/2021	0.0142
06/28/2021	0.0147
05/26/2021	0.0145
04/28/2021	0.0183
03/29/2021	0.0147
02/24/2021	0.015
01/27/2021	0.013
12/29/2020	0.017
12/11/2020	0.202
11/25/2020	0.016
10/28/2020	0.018
09/28/2020	0.016
08/27/2020	0.017
07/29/2020	0.018
06/26/2020	0.019
05/27/2020	0.018
04/28/2020	0.022
03/27/2020	0.019
02/26/2020	0.018
01/29/2020	0.018
12/27/2019	0.021
12/12/2019	0.056
11/26/2019	0.021
10/29/2019	0.021
09/26/2019	0.022
08/28/2019	0.021
07/29/2019	0.021
06/26/2019	0.022
05/29/2019	0.022
04/26/2019	0.026
03/27/2019	0.021
02/26/2019	0.019
01/29/2019	0.019
12/27/2018	0.0221
12/12/2018	0.0109
11/28/2018	0.0216
10/29/2018	0.0217
09/26/2018	0.0211
07/27/2018	0.021
06/27/2018	0.021
05/29/2018	0.02
04/26/2018	0.024
03/27/2018	0.02
02/26/2018	0.019
01/31/2018	0.017
12/27/2017	0.021
12/13/2017	0.027
11/28/2017	0.021
10/27/2017	0.02
09/27/2017	0.02
08/29/2017	0.019
07/27/2017	0.02
06/28/2017	0.021
05/26/2017	0.022
04/26/2017	0.025
03/29/2017	0.021
02/24/2017	0.019
01/27/2017	0.016
12/28/2016	0.021
12/14/2016	0.043
11/28/2016	0.021
10/27/2016	0.02
08/29/2016	0.021
07/27/2016	0.02
06/28/2016	0.017
05/26/2016	0.02
04/27/2016	0.02
03/29/2016	0.02
02/25/2016	0.017
01/27/2016	0.017
12/29/2015	0.018
12/11/2015	0.023
11/25/2015	0.02
10/28/2015	0.022
09/28/2015	0.019
08/27/2015	0.019
07/29/2015	0.017
06/26/2015	0.021
05/27/2015	0.018
04/28/2015	0.017
03/27/2015	0.015
02/25/2015	0.015
01/29/2015	0.017
12/30/2014	0.025
12/12/2014	0.015
11/28/2014	0.019
10/31/2014	0.02
09/30/2014	0.02
08/29/2014	0.02
07/31/2014	0.023
06/30/2014	0.024
05/30/2014	0.021
04/30/2014	0.018
03/31/2014	0.022
02/28/2014	0.019
01/31/2014	0.018
12/31/2013	0.027
12/12/2013	0.063
11/29/2013	0.023
10/31/2013	0.026
09/30/2013	0.022
08/30/2013	0.022
07/31/2013	0.022
06/28/2013	0.021
05/31/2013	0.021
04/30/2013	0.021
03/28/2013	0.022
02/28/2013	0.021
01/31/2013	0.02
12/31/2012	0.026
12/13/2012	0.015
11/30/2012	0.022
10/31/2012	0.023
09/28/2012	0.023
08/31/2012	0.024
07/31/2012	0.026
06/29/2012	0.024
05/31/2012	0.025
04/30/2012	0.025
03/30/2012	0.028
02/29/2012	0.027
01/31/2012	0.028
12/30/2011	0.03
12/15/2011	0.022
11/30/2011	0.03
10/31/2011	0.032
09/30/2011	0.032
08/31/2011	0.032
07/29/2011	0.03
06/30/2011	0.031
05/31/2011	0.032
04/29/2011	0.032
03/31/2011	0.033
02/28/2011	0.032
01/31/2011	0.032
12/31/2010	0.035
11/30/2010	0.033
10/29/2010	0.033
09/30/2010	0.032
08/31/2010	0.031
07/30/2010	0.034
06/30/2010	0.029
05/28/2010	0.032
03/31/2010	0.028
02/26/2010	0.035
01/29/2010	0.037
12/31/2009	0.04
11/30/2009	0.038
10/30/2009	0.04
09/30/2009	0.04
08/31/2009	0.043
07/31/2009	0.048
06/30/2009	0.047
05/29/2009	0.051
04/30/2009	0.055
03/31/2009	0.055
02/27/2009	0.049
01/30/2009	0.047

Dividend Growth History for JPMORGAN CORE BOND FUND CLASS R2 (JCBZX)

Year	Payout Amount	Year Start Yield	Annual Payout Growth (YoY)	CAGR to 2023
2023	$0.3004	2.96%	45.54%	-
2022	$0.2064	1.75%	-20.98%	45.54%
2021	$0.2612	2.13%	-37.51%	7.24%
2020	$0.418	3.53%	33.97%	-10.43%
2019	$0.312	2.77%	30.33%	-0.94%
2018	$0.2394	2.07%	-11.99%	4.64%
2017	$0.272	2.37%	5.84%	1.67%
2016	$0.257	2.23%	6.64%	2.25%
2015	$0.241	2.05%	-8.71%	2.79%
2014	$0.264	2.30%	-20.24%	1.45%
2013	$0.331	2.75%	4.75%	-0.97%
2012	$0.316	2.67%	-21.00%	-0.46%
2011	$0.4	3.49%	11.42%	-2.36%
2010	$0.359	3.23%	-35.08%	-1.36%
2009	$0.553	5.20%	-	-4.27%

Dividend Growth Chart for JPMORGAN CORE BOND FUND CLASS R2 (JCBZX)

JPMORGAN CORE BOND FUND CLASS R2 (JCBZX) Historical Returns And Risk Info

From 11/14/2008 to 05/10/2024, the compound annualized total return (dividend reinvested) of JPMORGAN CORE BOND FUND CLASS R2 (JCBZX) is 2.52%. Its cumulative total return (dividend reinvested) is 46.925%.

From 11/14/2008 to 05/10/2024, the Maximum Drawdown of JPMORGAN CORE BOND FUND CLASS R2 (JCBZX) is 18.3%.

From 11/14/2008 to 05/10/2024, the Sharpe Ratio of JPMORGAN CORE BOND FUND CLASS R2 (JCBZX) is 0.44.

From 11/14/2008 to 05/10/2024, the Annualized Standard Deviation of JPMORGAN CORE BOND FUND CLASS R2 (JCBZX) is 4.1%.

From 11/14/2008 to 05/10/2024, the Beta of JPMORGAN CORE BOND FUND CLASS R2 (JCBZX) is 0.71.

	Last 1 Week*	YTD*(2024)	1 Yr	3 Yr	5 Yr	10 Yr	15 Yr	Since 11/14/2008	2023	2022	2021	2020	2019	2018	2017	2016	2015	2014	2013	2012	2011	2010	2009	2008
Annualized Return(%)	0.1	-1.7	-0.5	-3.2	-0.0	0.9	2.2	2.5	5.2	-12.7	-1.7	7.5	7.7	-0.6	3.2	1.7	0.3	4.8	-2.3	4.7	6.8	6.5	9.2	2.6
Sharpe Ratio	NA	-1.47	-0.67	-0.89	-0.29	-0.03	NA	0.44	0.13	-2.05	-0.53	1.39	1.82	-0.71	0.93	0.47	0.09	1.86	-0.79	1.94	2.15	2.03	2.45	3.87
Draw Down(%)	NA	3.5	7.2	17.1	18.3	18.3	NA	18.3	7.5	15.8	3.2	6.5	2.2	3.0	1.4	4.6	2.5	1.1	4.5	1.3	1.5	2.7	1.4	1.1
Standard Deviation(%)	NA	5.6	6.4	6.2	5.6	4.5	NA	4.1	7.2	6.9	3.3	5.2	3.5	2.7	2.7	3.2	3.5	2.6	2.9	2.4	3.2	3.2	3.7	6.0
Treynor Ratio	NA	-0.09	-0.05	-0.07	-0.02	0.0	NA	0.03	0.01	-0.19	-0.02	0.1	0.07	-0.02	0.03	0.02	0.0	0.06	-0.03	0.07	0.12	0.12	0.19	0.48
Alpha	NA	-0.01	-0.01	-0.01	-0.01	0.0	NA	0.0	-0.01	-0.01	0.0	0.0	-0.01	0.0	0.0	0.0	0.0	0.0	-0.01	0.0	0.01	0.0	0.0	0.01
Beta	NA	0.87	0.88	0.82	0.81	0.8	NA	0.71	0.89	0.75	0.79	0.75	0.93	0.83	0.87	0.73	0.75	0.74	0.69	0.63	0.56	0.54	0.47	0.49
RSquare	NA	0.87	0.91	0.87	0.82	0.8	NA	0.76	0.91	0.85	0.83	0.57	0.79	0.68	0.77	0.72	0.82	0.75	0.8	0.66	0.75	0.77	0.78	0.54
Yield(%)	N/A	1.1	3.0	2.3	2.6	2.4	2.9	N/A	3.1	1.8	2.0	3.7	2.7	2.0	2.4	2.3	2.2	2.3	2.7	2.6	3.3	3.2	5.4	0.0
Dividend Growth(%)	N/A	-64.5	27.9	-14.2	18.7	N/A	N/A	N/A	47.6	-12.5	-45.5	41.9	34.8	-14.8	3.8	0.0	0.0	-18.8	3.2	-18.4	5.6	-36.8	N/A	N/A

Return Calculator for JPMORGAN CORE BOND FUND CLASS R2 (JCBZX)

Calculate Performance

Start date (MM/dd/yyyy)

End date (MM/dd/yyyy)

Click here for comparison with other funds, portfolios or stocks

JPMORGAN CORE BOND FUND CLASS R2 (JCBZX) Historical Return Chart

Click here for interactive chart

JPMORGAN CORE BOND FUND CLASS R2 (JCBZX) Rolling Returns Charts

A rolling return for a period such as 5-year, as of a specific date, represents the investment’s performance over the preceding five years leading up to that date. In the 5-year rolling chart, the value on any given date corresponds to the annualized return for the preceding 5 years up to that very date. Thus, for instance, the chart value on 8/28/2015 reflects the annualized return from 8/28/2010 to 8/28/2015. A 5-year rolling return chart for an investment (stock, fund or portfolio) depicts the return sequence of 5-year trailing returns for the dates in the chart.

These rolling returns contrast with the most recent 3, 5, 10, and 15-year returns, as they solely depict the returns for those respective periods leading up to the most recent date, without encompassing every date in the historical record.

Rolling return charts offer a more precise insight into a portfolio’s risk and return stability (including funds or individual stocks). This is particularly true when focusing on the minimal return points within a rolling return chart as a measure of a fund or a portfolio's risk. A well-known observation, often attributed to ‘Murphy’s law’, is that it tends to perform poorly when investors decide to follow an investment due to its recent strong returns. Sound familiar? Information regarding minimum rolling returns could help mitigate this predicament. Investors can opt for an investment showcasing high minimum rolling returns within their preferred holding durations. In fact, merely possessing knowledge of such minimum rolling period returns can anchor investors’ expectations.

For instance, let’s consider an investor who follows a model portfolio (or even simply purchases and holds a fund like VFINX or SPY) for 10 years. Armed with knowledge of this portfolio’s minimum 10-year rolling return since its inception date or the fund’s inception (in the case of VFINX, recognizing that the minimum 10-year rolling return since 1987 could be as low as -2.24%), the investor should reasonably anticipate the potential for the portfolio to incur losses over the forthcoming 10 years.

Minimum rolling return for a period such as 10-year offers a different and often better historical risk and return metric than other popular risk and return metrics such as Sharpe ratio, standard deviation (volatility) or maximum drawdown.

See Portfolio Calculator and Rolling Returns for more detailed description.

From 11/14/2008 to 05/10/2024, the worst annualized return of 3-year rolling returns for JPMORGAN CORE BOND FUND CLASS R2 (JCBZX) is -5.75%.

From 11/14/2008 to 05/10/2024, the worst annualized return of 5-year rolling returns for JPMORGAN CORE BOND FUND CLASS R2 (JCBZX) is -0.61%.

From 11/14/2008 to 05/10/2024, the worst annualized return of 10-year rolling returns for JPMORGAN CORE BOND FUND CLASS R2 (JCBZX) is 0.34%.

From 11/14/2008 to 05/10/2024, the worst annualized return of 20-year rolling returns for JPMORGAN CORE BOND FUND CLASS R2 (JCBZX) is NA.

Related Articles for JPMORGAN CORE BOND FUND CLASS R2(JCBZX)