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Jpmorgan Core Bond A: (MF: PGBOX)

(NASDAQ Mutual Funds) As of Sep 18, 2024 08:00 PM ET

$10.59 USD

-0.04 (-0.38%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2024

Total Return %* Percentile Rank Objective
YTD 3.65 64
3 months 4.74 30
6 months 4.92 40
1 Year 7.51 59
3 Year -1.87 68
5 Year 0.15 76
10 Year 1.63 60

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 21.54
Bear Market (10/07 - 2/09) 5.93
Bull Market (2/09 - 3/21) 57.95

Load Adjusted Returns as of Aug 31, 2024

1 Year -0.98
5 Year -0.74
10 Year 0.96
Since Inception 4.73

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2024 -0.32 0.18 NA NA
2023 3.52 -1.00 -3.19 6.26
2022 -5.45 -4.41 -4.29 1.10
2021 -2.91 1.83 -0.05 -0.18
2020 2.25 3.41 0.90 1.08
2019 2.83 2.95 2.41 -0.31

Annual Return

20242023202220212020201920182017201620152014
% Total Return 3.655.41-12.55-1.367.848.09-0.063.572.060.484.99
% Total Return Rel to Index 0.57-0.100.460.180.34-0.63-0.080.03-0.59-0.08-0.94
% Total Return Rel to Peer -0.50-0.97-3.03-2.031.910.111.07-0.43-3.072.462.38
% Perf Quintile vs Peer* 0.004.003.004.002.003.002.003.005.001.002.00
% Dividends 0.240.330.240.210.250.290.280.270.260.240.27
% Yield 2.273.382.311.732.002.392.452.302.182.062.28
Capital Gains ($) 0.000.000.000.080.200.060.010.030.040.020.01
Expense Ratio 0.740.750.740.740.750.750.750.740.740.740.75

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