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Jpmorgan Income Fund - C: (MF: JGCGX)
(NASDAQ Mutual Funds) As of Jun 24, 2025 08:00 PM ET
$8.59 USD
+0.02 (0.23%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of May 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.79 | 19 |
| 3 months | 1.07 | 15 |
| 6 months | 2.76 | 11 |
| 1 Year | 7.50 | 12 |
| 3 Year | 3.73 | 41 |
| 5 Year | 3.55 | 23 |
| 10 Year | 2.90 | 23 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of May 31, 2025
| 1 Year | 6.24 |
| 5 Year | 4.43 |
| 10 Year | 2.87 |
| Since Inception | 2.73 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.02 | NA | NA | NA |
| 2024 | 1.48 | 1.26 | 3.84 | 0.02 |
| 2023 | 1.86 | -0.56 | 0.03 | 4.90 |
| 2022 | -2.77 | -5.86 | -2.20 | 1.63 |
| 2021 | 1.58 | 1.43 | 0.15 | -0.41 |
| 2020 | -11.61 | 8.27 | 2.48 | 3.44 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.79 | 6.73 | 6.28 | -9.02 | 2.77 | 1.45 | 10.86 | 0.29 | 4.64 | 7.73 | -2.13 |
| % Total Return Rel to Index | 0.35 | 5.47 | 0.75 | 3.99 | 4.31 | -6.04 | 2.13 | 0.27 | 1.10 | 5.07 | -2.70 |
| % Total Return Rel to Peer | 0.40 | 2.86 | -0.11 | 0.50 | 2.10 | -4.47 | 2.88 | 1.43 | 0.64 | 2.59 | -0.15 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 3.00 | 3.00 | 1.00 | 5.00 | 1.00 | 2.00 | 2.00 | 1.00 | 4.00 |
| % Dividends | 0.18 | 0.42 | 0.37 | 0.31 | 0.30 | 0.31 | 0.41 | 0.41 | 0.40 | 0.43 | 0.37 |
| % Yield | 2.09 | 4.77 | 5.13 | 3.73 | 3.07 | 3.20 | 4.11 | 4.41 | 4.09 | 4.48 | 3.88 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 1.19 | 1.20 | 1.20 | 1.20 | 1.19 | 1.21 | 1.19 | 1.20 | 1.24 | 1.25 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%