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PGBOX: JPMORGAN CORE BOND FUND CLASS A (MUTUAL FUND)
Basic Info 10.29 0.01(0.10%) April 28
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (65%) |
| Start Date: | 09/27/1991 |
| Last Dividend Date: | 11/26/2024 |
| 12-Mo. Yield | 2.58% |
| Expenses | 1.10% |
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Performance Analytics (As of 04/25/2025)
Not up-to-date? Try| Last 1 Week* | YTD*(2025) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 08/28/1996 |
2024 | 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(%) | 1.1 | 1.8 | 6.4 | 1.3 | -1.0 | 1.1 | 2.1 | 3.0 | 4.1 | 1.5 | 5.4 | -12.6 | -2.1 | 6.1 | 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 | 0.58 | 0.02 | -0.49 | -0.63 | -0.12 | NA | NA | 0.64 | -0.95 | 0.17 | -2.03 | -0.5 | 1.19 | 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 | 2.6 | 5.1 | 8.9 | 18.6 | 18.6 | NA | NA | 18.6 | 4.4 | 7.2 | 15.7 | 4.5 | 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 | 5.5 | 5.3 | 6.4 | 5.7 | 4.7 | NA | NA | 4.4 | 5.3 | 7.1 | 6.9 | 4.2 | 4.9 | 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 | 0.04 | 0.0 | -0.04 | -0.04 | -0.01 | NA | NA | 0.04 | -0.06 | 0.01 | -0.18 | -0.03 | 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 | 0.0 | -0.01 | -0.01 | 0.0 | NA | NA | 0.0 | -0.01 | -0.01 | -0.01 | 0.0 | 0.01 | -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 | 0.9 | 0.85 | 0.8 | 0.8 | NA | NA | 0.71 | 0.91 | 0.89 | 0.77 | 0.67 | 0.61 | 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 | 0.91 | 0.87 | 0.9 | 0.79 | 0.78 | NA | NA | 0.66 | 0.88 | 0.91 | 0.91 | 0.41 | 0.5 | 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 | 0.0 | 2.2 | 2.6 | 2.2 | 2.4 | 2.7 | 3.3 | N/A | 3.3 | 3.3 | 2.1 | 1.7 | 2.2 | 3.1 | 2.6 | 2.7 | 2.6 | 2.3 | 2.6 | 3.0 | 2.9 | 3.7 | 3.4 | 5.4 | 4.8 | 4.5 | 4.3 | 4.7 | 4.7 | 4.8 | 5.6 | 6.6 | 6.3 | 6.0 | 5.9 | 6.2 | 6.4 | 7.1 | 5.9 | 7.4 | 8.5 | 4.8 |
| Dividend Growth(%) | N/A | -100.0 | -36.7 | 7.5 | -13.8 | -32.6 | N/A | N/A | N/A | 2.2 | 38.1 | 13.0 | -17.6 | -25.8 | 17.9 | -2.3 | 0.2 | 12.5 | -7.8 | -18.6 | 4.6 | -19.6 | 12.0 | -33.2 | 10.6 | 9.3 | 3.9 | -11.3 | 0.0 | -4.5 | -9.6 | -15.6 | 13.0 | -3.1 | 2.7 | -0.9 | -5.8 | 5.5 | 5.5 | -20.4 | -14.7 | 81.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 08/28/1996
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