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Jpmorgan Core Plus Bond C: (MF: OBDCX)

(NASDAQ Mutual Funds) As of May 21, 2026 05:44 PM ET

$7.26 USD

+0.01 (0.14%)

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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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 0.26 55
3 months -0.06 62
6 months 0.64 63
1 Year 4.33 67
3 Year 3.52 88
5 Year 0.04 83
10 Year 1.48 93

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 20.54
Bear Market (10/07 - 2/09) -3.23
Bull Market (2/09 - 3/21) 75.83

Load Adjusted Returns as of Apr 30, 2026

1 Year 3.28
5 Year 0.15
10 Year 1.52
Since Inception 3.56

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.00 NA NA NA
2025 2.62 1.18 2.10 0.98
2024 -0.47 0.15 5.33 -3.17
2023 3.34 -1.12 -3.23 6.68
2022 -5.75 -5.40 -4.20 1.12
2021 -2.70 1.82 -0.08 -0.09

Annual Return

20262025202420232022202120202019201820172016
% Total Return 0.267.051.665.49-13.63-1.106.987.66-1.053.373.21
% Total Return Rel to Index 0.04-0.320.40-0.03-0.610.43-0.52-1.06-1.07-0.170.55
% Total Return Rel to Peer -0.020.40-2.71-1.68-3.49-1.16-0.05-0.58-0.15-0.22-0.30
% Perf Quintile vs Peer* 2.003.005.005.004.004.003.003.003.003.003.00
% Dividends 0.090.280.270.220.160.130.150.190.170.150.15
% Yield 3.743.673.673.692.201.471.642.151.991.751.73
Capital Gains ($) 0.000.000.000.000.000.050.140.000.000.000.00
Expense Ratio 0.001.361.381.381.381.381.391.391.391.391.40

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