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Jpmorgan Core Bond Fund R2: (MF: JCBZX)
(NASDAQ Mutual Funds) As of Jun 10, 2025 08:00 PM ET
$10.17 USD
+0.02 (0.20%)
Zacks MF Rank
1-Strong Buy of 5 1
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.34 | 48 |
| 3 months | 0.11 | 51 |
| 6 months | 0.73 | 69 |
| 1 Year | 5.10 | 82 |
| 3 Year | 1.28 | 83 |
| 5 Year | -0.77 | 85 |
| 10 Year | 1.19 | 85 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 48.97 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 4.76 |
| 5 Year | -0.27 |
| 10 Year | 1.17 |
| Since Inception | 2.74 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.71 | NA | NA | NA |
| 2024 | -0.51 | 0.19 | 5.12 | -3.17 |
| 2023 | 3.33 | -1.09 | -3.18 | 6.17 |
| 2022 | -5.46 | -4.50 | -4.38 | 1.01 |
| 2021 | -2.99 | 1.75 | -0.13 | -0.27 |
| 2020 | 2.24 | 3.24 | 0.89 | 0.91 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.34 | 1.47 | 5.05 | -12.79 | -1.70 | 7.48 | 7.73 | -0.41 | 3.18 | 1.82 | 0.31 |
| % Total Return Rel to Index | -0.09 | 0.20 | -0.47 | 0.22 | -0.16 | -0.02 | -0.99 | -0.42 | -0.36 | -0.83 | -0.25 |
| % Total Return Rel to Peer | -0.03 | -2.40 | -1.33 | -3.27 | -2.38 | 1.55 | -0.24 | 0.73 | -0.82 | -3.31 | 2.29 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 3.00 | 5.00 | 2.00 | 3.00 | 3.00 | 4.00 | 5.00 | 2.00 |
| % Dividends | 0.14 | 0.33 | 0.30 | 0.20 | 0.17 | 0.21 | 0.25 | 0.24 | 0.24 | 0.23 | 0.21 |
| % Yield | 1.35 | 3.15 | 3.18 | 1.92 | 1.36 | 1.63 | 2.02 | 2.08 | 1.97 | 1.91 | 1.77 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.08 | 0.20 | 0.06 | 0.01 | 0.03 | 0.04 | 0.02 |
| Expense Ratio | 1.08 | 1.10 | 1.09 | 1.09 | 1.09 | 1.10 | 1.10 | 1.06 | 0.99 | 0.99 | 0.99 |
* 1 = Top 20%, 5 = Bottom 20%