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Jpmorgan Income Builder Fund - C: (MF: JNBCX)
(NASDAQ Mutual Funds) As of May 13, 2025 08:00 PM ET
$9.86 USD
+0.01 (0.10%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 1.66 | 20 |
| 3 months | -0.43 | 21 |
| 6 months | 1.04 | 36 |
| 1 Year | 9.08 | 35 |
| 3 Year | 3.80 | 84 |
| 5 Year | 5.55 | 76 |
| 10 Year | 3.75 | 79 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | 4.62 |
| 5 Year | 6.45 |
| 10 Year | 3.82 |
| Since Inception | 5.12 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 1.39 | NA | NA | NA |
| 2024 | 2.37 | 0.96 | 6.28 | -2.87 |
| 2023 | 2.90 | 0.12 | -2.73 | 8.43 |
| 2022 | -4.55 | -10.04 | -5.59 | 6.78 |
| 2021 | 2.43 | 3.91 | -0.69 | 2.68 |
| 2020 | -14.73 | 9.88 | 3.88 | 8.45 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 1.66 | 6.69 | 8.66 | -13.44 | 8.54 | 5.55 | 14.20 | -4.85 | 11.21 | 7.02 | -1.44 |
| % Total Return Rel to Index | 6.58 | -18.32 | -17.57 | 4.75 | -20.14 | -12.84 | -17.28 | -0.46 | -10.58 | -4.91 | -2.83 |
| % Total Return Rel to Peer | 1.48 | -3.22 | -4.49 | -0.48 | -2.96 | -5.12 | -2.98 | 1.64 | -2.25 | 0.75 | 0.90 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 4.00 | 5.00 | 4.00 | 2.00 | 4.00 | 3.00 | 3.00 |
| % Dividends | 0.16 | 0.51 | 0.42 | 0.36 | 0.38 | 0.31 | 0.36 | 0.38 | 0.35 | 0.37 | 0.34 |
| % Yield | 1.60 | 5.05 | 5.12 | 3.77 | 3.15 | 2.75 | 3.27 | 3.72 | 3.13 | 3.62 | 3.39 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.49 | 0.00 | 0.02 | 0.00 | 0.00 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.21 | 1.23 | 1.25 | 1.25 | 1.24 | 1.24 | 1.25 | 1.25 | 1.25 | 1.25 |
* 1 = Top 20%, 5 = Bottom 20%