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Jpmorgan Floating Rate Income Fd C: (MF: JPHCX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:51 PM ET

$7.71 USD

0.00 (NA)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD -0.84 92
3 months -0.16 89
6 months -0.19 95
1 Year -0.50 98
3 Year 4.36 98
5 Year 3.14 84
10 Year 3.48 94

* 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 Feb 28, 2026

1 Year -0.20
5 Year 3.57
10 Year 3.36
Since Inception 2.81

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.64 0.19 1.02 0.23
2024 1.71 1.23 1.81 1.45
2023 2.89 2.08 2.43 2.61
2022 -0.89 -5.71 1.56 2.21
2021 1.26 1.34 0.70 0.43

Annual Return

20262025202420232022202120202019201820172016
% Total Return -0.840.806.3710.40-2.983.800.506.48-1.152.287.92
% Total Return Rel to Index -0.93-7.90-1.80-3.048.19-1.48-6.62-7.820.92-5.21-9.21
% Total Return Rel to Peer -0.86-6.44-1.05-1.006.01-0.79-4.32-5.201.38-3.20-3.76
% Perf Quintile vs Peer* 5.005.000.005.001.004.005.005.002.005.005.00
% Dividends 0.080.530.700.610.360.230.270.410.340.280.35
% Yield 0.466.638.286.124.262.543.084.423.732.953.67
Capital Gains ($) 0.000.000.000.000.000.000.000.000.000.000.00
Expense Ratio 0.001.491.491.501.501.491.491.491.481.481.49

* 1 = Top 20%, 5 = Bottom 20%