Back to top
Jpmorgan Core Plus Bond Fund R6: (MF: JCPUX)
(NASDAQ Mutual Funds) As of Jun 18, 2025 08:00 PM ET
$7.19 USD
+0.01 (0.14%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.53 | 18 |
| 3 months | 0.04 | 52 |
| 6 months | 0.83 | 60 |
| 1 Year | 6.15 | 32 |
| 3 Year | 2.33 | 71 |
| 5 Year | 0.44 | 66 |
| 10 Year | 2.12 | 59 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | -2.00 |
| Bull Market (2/09 - 3/21) | 93.50 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 6.08 |
| 5 Year | 1.01 |
| 10 Year | 2.14 |
| Since Inception | 3.96 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.89 | NA | NA | NA |
| 2024 | -0.21 | 0.54 | 5.49 | -2.81 |
| 2023 | 3.63 | -0.88 | -3.00 | 6.86 |
| 2022 | -5.43 | -5.19 | -3.84 | 1.24 |
| 2021 | -2.35 | 2.09 | 0.16 | 0.04 |
| 2020 | 0.73 | 3.94 | 1.58 | 1.40 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.53 | 2.86 | 6.46 | -12.72 | -0.10 | 7.86 | 8.92 | -0.05 | 4.31 | 4.24 | 0.38 |
| % Total Return Rel to Index | 0.09 | 1.59 | 0.93 | 0.29 | 1.44 | 0.36 | 0.20 | -0.07 | 0.77 | 1.58 | -0.18 |
| % Total Return Rel to Peer | 0.43 | -1.52 | -0.71 | -2.57 | -0.15 | 0.83 | 0.67 | 0.85 | 0.71 | 0.72 | 1.36 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 3.00 | 2.00 | 3.00 | 2.00 | 3.00 | 3.00 | 2.00 |
| % Dividends | 0.14 | 0.35 | 0.29 | 0.24 | 0.22 | 0.24 | 0.27 | 0.25 | 0.23 | 0.23 | 0.26 |
| % Yield | 2.00 | 4.73 | 4.72 | 3.29 | 2.48 | 2.63 | 3.14 | 3.00 | 2.75 | 2.71 | 3.12 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 |
| Expense Ratio | 0.36 | 0.37 | 0.37 | 0.37 | 0.37 | 0.39 | 0.39 | 0.39 | 0.39 | 0.40 | 0.39 |
* 1 = Top 20%, 5 = Bottom 20%