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Jpmorgan Income Fund - A: (MF: JGIAX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$8.52 USD
-0.02 (-0.23%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Mar 31, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 2.16 | 52 |
| 3 months | 2.16 | 52 |
| 6 months | 2.43 | 10 |
| 1 Year | 8.02 | 5 |
| 3 Year | 3.28 | 34 |
| 5 Year | 4.82 | 20 |
| 10 Year | 3.32 | 15 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Mar 31, 2025
| 1 Year | 4.11 |
| 5 Year | 4.04 |
| 10 Year | 2.95 |
| Since Inception | 2.94 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.16 | NA | NA | NA |
| 2024 | 1.62 | 1.52 | 3.86 | 0.27 |
| 2023 | 2.00 | -0.42 | 0.18 | 4.93 |
| 2022 | -2.63 | -5.71 | -2.06 | 1.77 |
| 2021 | 1.72 | 1.57 | -0.01 | -0.86 |
| 2020 | -11.49 | 8.37 | 2.58 | 3.58 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 2.16 | 7.45 | 6.77 | -8.49 | 2.42 | 1.91 | 11.46 | 0.85 | 5.17 | 8.20 | -1.58 |
| % Total Return Rel to Index | -0.62 | 6.18 | 1.24 | 4.52 | 3.97 | -5.58 | 2.73 | 0.83 | 1.62 | 5.54 | -2.15 |
| % Total Return Rel to Peer | 0.02 | 3.58 | 0.38 | 1.03 | 1.75 | -4.01 | 3.48 | 1.99 | 1.16 | 3.06 | 0.39 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 3.00 | 2.00 | 5.00 | 1.00 | 1.00 | 2.00 | 1.00 | 4.00 |
| % Dividends | 0.12 | 0.46 | 0.42 | 0.37 | 0.26 | 0.35 | 0.46 | 0.46 | 0.45 | 0.49 | 0.41 |
| % Yield | 1.38 | 5.30 | 5.52 | 4.32 | 2.75 | 3.63 | 4.63 | 4.96 | 4.57 | 5.00 | 4.33 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 0.65 | 0.64 | 0.65 | 0.65 | 0.65 | 0.64 | 0.65 | 0.75 | 0.75 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%