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Jpmorgan Core Plus Bond Fund R2: (MF: JCPZX)
(NASDAQ Mutual Funds) As of Jun 18, 2025 08:00 PM ET
$7.18 USD
0.00 (NA)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.21 | 45 |
| 3 months | -0.14 | 58 |
| 6 months | 0.60 | 66 |
| 1 Year | 5.50 | 60 |
| 3 Year | 1.56 | 87 |
| 5 Year | -0.32 | 81 |
| 10 Year | 1.36 | 89 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | 71.66 |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 5.13 |
| 5 Year | 0.25 |
| 10 Year | 1.37 |
| Since Inception | 3.66 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.56 | NA | NA | NA |
| 2024 | -0.41 | 0.35 | 5.29 | -3.00 |
| 2023 | 3.29 | -0.93 | -3.19 | 6.66 |
| 2022 | -5.61 | -5.37 | -4.16 | 1.19 |
| 2021 | -2.53 | 1.89 | -0.02 | -0.14 |
| 2020 | 0.54 | 3.75 | 1.50 | 1.22 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.21 | 2.08 | 5.65 | -13.39 | -0.85 | 7.18 | 7.98 | -0.80 | 3.66 | 3.47 | -0.49 |
| % Total Return Rel to Index | -0.22 | 0.81 | 0.12 | -0.37 | 0.68 | -0.31 | -0.74 | -0.81 | 0.11 | 0.81 | -1.07 |
| % Total Return Rel to Peer | 0.11 | -2.30 | -1.52 | -3.24 | -0.91 | 0.15 | -0.27 | 0.10 | 0.06 | -0.04 | 0.48 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 4.00 | 4.00 | 4.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.12 | 0.29 | 0.24 | 0.18 | 0.15 | 0.17 | 0.21 | 0.19 | 0.17 | 0.17 | 0.20 |
| % Yield | 1.67 | 3.94 | 3.95 | 2.48 | 1.73 | 1.90 | 2.39 | 2.25 | 2.01 | 1.96 | 2.34 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 |
| Expense Ratio | 1.12 | 1.14 | 1.14 | 1.14 | 1.13 | 1.14 | 1.14 | 1.14 | 1.14 | 1.15 | 1.14 |
* 1 = Top 20%, 5 = Bottom 20%