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Jpmorgan Short Duration Bond C: (MF: OSTCX)
(NASDAQ Mutual Funds) As of May 24, 2024 08:00 PM ET
$10.75 USD
+0.01 (0.09%)
Zacks MF Rank
3-Hold of 5 3
Latest Performance as of Apr 30, 2024
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 0.15 | 24 |
| 3 months | -0.05 | 15 |
| 6 months | 2.92 | 75 |
| 1 Year | 2.85 | 16 |
| 3 Year | -0.25 | 27 |
| 5 Year | 1.02 | 45 |
| 10 Year | 0.67 | 60 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 11.94 |
| Bear Market (10/07 - 2/09) | 4.54 |
| Bull Market (2/09 - 3/21) | 15.56 |
Load Adjusted Returns as of Apr 30, 2024
| 1 Year | 2.56 |
| 5 Year | 1.12 |
| 10 Year | 0.71 |
| Since Inception | 2.94 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2024 | 0.51 | NA | NA | NA |
| 2023 | 1.56 | -0.41 | 0.60 | 2.87 |
| 2022 | -2.74 | -0.97 | -1.46 | 0.73 |
| 2021 | 0.10 | -0.09 | -0.14 | -0.68 |
| 2020 | -0.19 | 3.04 | 0.39 | 0.44 |
| 2019 | 1.20 | 1.25 | 0.62 | 0.31 |
Annual Return
| 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 0.15 | 4.68 | -4.40 | -0.81 | 3.70 | 3.43 | 0.39 | 0.06 | 0.29 | -0.32 | 0.01 |
| % Total Return Rel to Index | 3.44 | -0.84 | 8.61 | 0.73 | -3.79 | -5.28 | 0.38 | -3.47 | -2.36 | -0.89 | -5.92 |
| % Total Return Rel to Peer | 1.87 | 0.45 | 5.96 | -2.05 | -3.60 | -3.16 | 1.17 | -2.38 | -2.19 | 0.60 | -2.73 |
| % Perf Quintile vs Peer* | 0.00 | 2.00 | 1.00 | 3.00 | 4.00 | 5.00 | 2.00 | 5.00 | 5.00 | 3.00 | 5.00 |
| % Dividends | 0.10 | 0.23 | 0.07 | 0.02 | 0.12 | 0.17 | 0.10 | 0.04 | 0.01 | 0.01 | 0.01 |
| % Yield | 0.94 | 2.33 | 0.64 | 0.24 | 1.04 | 1.53 | 0.89 | 0.41 | 0.10 | 0.13 | 0.10 |
| Capital Gains ($) | 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 | 1.09 | 1.09 | 1.08 | 1.17 | 1.30 | 1.30 | 1.30 | 1.30 | 1.30 | 1.30 |
* 1 = Top 20%, 5 = Bottom 20%