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Jpmorgan Short Duration Bond Fund R6: (MF: JSDUX)
(NASDAQ Mutual Funds) As of Jun 6, 2024 08:00 PM ET
$10.70 USD
0.00 (NA)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.52 | 15 |
| 3 months | 0.15 | 13 |
| 6 months | 3.36 | 61 |
| 1 Year | 3.71 | 10 |
| 3 Year | 0.60 | 17 |
| 5 Year | 1.88 | 26 |
| 10 Year | 1.60 | 22 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | 5.94 |
| Bull Market (2/09 - 3/21) | 33.09 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 4.37 |
| 5 Year | 1.96 |
| 10 Year | 1.63 |
| Since Inception | 2.43 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.72 | NA | NA | NA |
| 2023 | 1.78 | -0.22 | 0.81 | 3.00 |
| 2022 | -2.56 | -0.77 | -1.27 | 0.94 |
| 2021 | 0.21 | 0.11 | 0.14 | -0.48 |
| 2020 | 0.00 | 3.17 | 0.59 | 0.74 |
| 2019 | 1.47 | 1.52 | 0.83 | 0.61 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.52 | 5.46 | -3.64 | -0.01 | 4.56 | 4.51 | 1.32 | 1.11 | 1.28 | 0.71 | 0.90 |
| % Total Return Rel to Index | 3.80 | -0.06 | 9.37 | 1.54 | -2.93 | -4.21 | 1.30 | -2.42 | -1.37 | 0.14 | -5.04 |
| % Total Return Rel to Peer | 2.24 | 1.23 | 6.71 | -1.24 | -2.74 | -2.08 | 2.10 | -1.33 | -1.21 | 1.64 | -1.85 |
| % Perf Quintile vs Peer* | 0.00 | 1.00 | 1.00 | 3.00 | 4.00 | 4.00 | 1.00 | 4.00 | 3.00 | 1.00 | 4.00 |
| % Dividends | 0.13 | 0.32 | 0.15 | 0.11 | 0.21 | 0.27 | 0.20 | 0.16 | 0.11 | 0.12 | 0.11 |
| % Yield | 1.21 | 3.12 | 1.43 | 1.02 | 1.81 | 2.41 | 1.85 | 1.41 | 1.03 | 1.12 | 1.02 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.01 | 0.01 | 0.00 | 0.00 | 0.00 | 0.01 | 0.01 | 0.01 |
| Expense Ratio | 0.00 | 0.27 | 0.28 | 0.27 | 0.29 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 | 0.30 |
* 1 = Top 20%, 5 = Bottom 20%