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Jpmorgan Core Plus Bond C: (MF: OBDCX)
(NASDAQ Mutual Funds) As of Nov 5, 2025 05:54 PM ET
$7.37 USD
-0.03 (-0.41%)
Zacks MF Rank
2-Buy of 5 2
Latest Performance as of Sep 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.01 | 45 |
| 3 months | 2.10 | 45 |
| 6 months | 3.30 | 62 |
| 1 Year | 2.65 | 90 |
| 3 Year | 4.76 | 92 |
| 5 Year | -0.34 | 85 |
| 10 Year | 1.57 | 92 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 20.54 |
| Bear Market (10/07 - 2/09) | -3.23 |
| Bull Market (2/09 - 3/21) | 73.66 |
Load Adjusted Returns as of Sep 30, 2025
| 1 Year | 1.62 |
| 5 Year | -0.33 |
| 10 Year | 1.57 |
| Since Inception | 3.60 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 2.62 | 1.18 | 2.10 | NA |
| 2024 | -0.47 | 0.15 | 5.33 | -3.17 |
| 2023 | 3.34 | -1.12 | -3.23 | 6.68 |
| 2022 | -5.75 | -5.40 | -4.20 | 1.12 |
| 2021 | -2.70 | 1.82 | -0.08 | -0.09 |
| 2020 | 0.59 | 3.66 | 1.31 | 1.25 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.01 | 1.66 | 5.49 | -13.63 | -1.10 | 6.98 | 7.66 | -1.05 | 3.37 | 3.21 | -0.66 |
| % Total Return Rel to Index | -0.12 | 0.40 | -0.03 | -0.61 | 0.43 | -0.52 | -1.06 | -1.07 | -0.17 | 0.55 | -1.23 |
| % Total Return Rel to Peer | 0.44 | -2.71 | -1.68 | -3.49 | -1.16 | -0.05 | -0.58 | -0.15 | -0.22 | -0.30 | 0.32 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 4.00 | 4.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 | 3.00 |
| % Dividends | 0.21 | 0.27 | 0.22 | 0.16 | 0.13 | 0.15 | 0.19 | 0.17 | 0.15 | 0.15 | 0.17 |
| % Yield | 2.74 | 3.67 | 3.69 | 2.20 | 1.47 | 1.64 | 2.15 | 1.99 | 1.75 | 1.73 | 2.05 |
| Capital Gains ($) | 0.00 | 0.00 | 0.00 | 0.00 | 0.05 | 0.14 | 0.00 | 0.00 | 0.00 | 0.00 | 0.02 |
| Expense Ratio | 1.37 | 1.38 | 1.38 | 1.38 | 1.38 | 1.39 | 1.39 | 1.39 | 1.39 | 1.40 | 1.39 |
* 1 = Top 20%, 5 = Bottom 20%