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Jpmorgan Core Bond Fund R6: (MF: JCBUX)
(NASDAQ Mutual Funds) As of Jun 6, 2025 08:00 PM ET
$10.16 USD
-0.06 (-0.59%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 3.50 | 8 |
| 3 months | 2.85 | 6 |
| 6 months | 3.00 | 21 |
| 1 Year | 8.65 | 15 |
| 3 Year | 2.40 | 62 |
| 5 Year | 0.30 | 72 |
| 10 Year | 2.01 | 48 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | 6.41 |
| Bull Market (2/09 - 3/21) | 66.17 |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 5.54 |
| 5 Year | 0.51 |
| 10 Year | 1.93 |
| Since Inception | 3.60 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.99 | NA | NA | NA |
| 2024 | -0.21 | 0.28 | 5.31 | -2.97 |
| 2023 | 3.52 | -0.81 | -3.08 | 6.36 |
| 2022 | -5.35 | -4.31 | -4.19 | 1.20 |
| 2021 | -2.80 | 1.94 | 0.05 | -0.08 |
| 2020 | 2.35 | 3.51 | 1.00 | 1.18 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 3.50 | 2.24 | 5.84 | -12.18 | -0.95 | 8.27 | 8.62 | 0.33 | 3.90 | 2.48 | 0.98 |
| % Total Return Rel to Index | 0.32 | 0.98 | 0.32 | 0.83 | 0.59 | 0.77 | -0.10 | 0.32 | 0.35 | -0.17 | 0.41 |
| % Total Return Rel to Peer | 1.17 | -1.62 | -0.54 | -2.65 | -1.62 | 2.34 | 0.63 | 1.48 | -0.10 | -2.65 | 2.97 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 4.00 | 2.00 | 3.00 | 2.00 | 3.00 | 4.00 | 1.00 |
| % Dividends | 0.14 | 0.41 | 0.37 | 0.28 | 0.26 | 0.30 | 0.34 | 0.33 | 0.32 | 0.31 | 0.29 |
| % Yield | 1.32 | 3.93 | 3.91 | 2.71 | 2.12 | 2.36 | 2.75 | 2.82 | 2.66 | 2.56 | 2.44 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.20 | 0.06 | 0.01 | 0.03 | 0.04 | 0.02 |
| Expense Ratio | 0.00 | 0.32 | 0.33 | 0.33 | 0.33 | 0.34 | 0.35 | 0.35 | 0.34 | 0.34 | 0.38 |
* 1 = Top 20%, 5 = Bottom 20%