Back to top
Jpmorgan Core Bond R5: (MF: JCBRX)
(NASDAQ Mutual Funds) As of Jun 6, 2025 08:00 PM ET
$10.13 USD
-0.06 (-0.59%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.63 | 25 |
| 3 months | 0.28 | 49 |
| 6 months | 1.07 | 58 |
| 1 Year | 5.91 | 47 |
| 3 Year | 1.95 | 67 |
| 5 Year | -0.11 | 73 |
| 10 Year | 1.84 | 56 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | 6.34 |
| Bull Market (2/09 - 3/21) | 63.81 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 5.46 |
| 5 Year | 0.39 |
| 10 Year | 1.82 |
| Since Inception | 3.65 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.88 | NA | NA | NA |
| 2024 | -0.34 | 0.36 | 5.20 | -2.91 |
| 2023 | 3.50 | -0.93 | -3.02 | 6.36 |
| 2022 | -5.38 | -4.34 | -4.22 | 1.18 |
| 2021 | -2.76 | 1.83 | 0.02 | -0.02 |
| 2020 | 2.33 | 3.49 | 0.97 | 1.07 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.63 | 2.15 | 5.76 | -12.30 | -0.97 | 8.10 | 8.53 | 0.23 | 3.81 | 2.38 | 0.81 |
| % Total Return Rel to Index | 0.18 | 0.88 | 0.23 | 0.71 | 0.57 | 0.59 | -0.19 | 0.22 | 0.26 | -0.27 | 0.24 |
| % Total Return Rel to Peer | 0.24 | -1.72 | -0.63 | -2.77 | -1.64 | 2.16 | 0.55 | 1.38 | -0.19 | -2.75 | 2.80 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 3.00 | 4.00 | 2.00 | 3.00 | 2.00 | 3.00 | 4.00 | 1.00 |
| % Dividends | 0.17 | 0.40 | 0.36 | 0.27 | 0.25 | 0.29 | 0.33 | 0.32 | 0.31 | 0.29 | 0.28 |
| % Yield | 1.64 | 3.87 | 3.88 | 2.64 | 2.04 | 2.29 | 2.68 | 2.75 | 2.59 | 2.49 | 2.39 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.20 | 0.06 | 0.01 | 0.03 | 0.04 | 0.02 |
| Expense Ratio | 0.42 | 0.43 | 0.43 | 0.43 | 0.43 | 0.44 | 0.45 | 0.45 | 0.44 | 0.44 | 0.44 |
* 1 = Top 20%, 5 = Bottom 20%