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Jpmorgan Core Plus Bond C: (MF: OBDCX)

(NASDAQ Mutual Funds) As of Nov 13, 2026 05:55 PM ET

$7.00 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 Oct 31, 2026

Total Return %* Percentile Rank Objective
YTD -0.84 66
3 months -0.32 64
6 months -1.10 72
1 Year -0.46 68
3 Year 5.43 63
5 Year -0.33 80
10 Year 1.17 92

* 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) 75.04

Load Adjusted Returns as of Oct 31, 2026

1 Year -2.92
5 Year -0.77
10 Year 0.88
Since Inception 3.38

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 0.00 0.79 -3.65 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 -0.847.051.665.49-13.63-1.106.987.66-1.053.373.21
% Total Return Rel to Index -0.30-0.320.40-0.03-0.610.43-0.52-1.06-1.07-0.170.55
% Total Return Rel to Peer -1.480.40-2.71-1.68-3.49-1.16-0.05-0.58-0.15-0.22-0.30
% Perf Quintile vs Peer* 4.003.005.005.004.004.003.003.003.003.003.00
% Dividends 0.240.280.270.220.160.130.150.190.170.150.15
% Yield 3.973.673.673.772.201.471.642.151.991.751.73
Capital Gains ($) 0.000.000.000.000.000.050.140.000.000.000.00
Expense Ratio 1.371.371.381.381.381.381.391.391.391.391.40

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