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JCBRX: JPMORGAN CORE BOND FUND CLASS R5 (MUTUAL FUND)
Basic Info 10.21 0.04(0.39%) June 05
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (70%) |
| Start Date: | 05/17/2006 |
| Last Dividend Date: | 04/28/2026 |
| 12-Mo. Yield | 3.84% |
| Expenses | 1.10% |
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Performance Analytics (As of 06/01/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.6 | -0.5 | 4.0 | 4.0 | 0.2 | 1.7 | 2.3 | 3.5 | 3.5 | 7.4 | 2.2 | 5.8 | -12.2 | -1.8 | 6.4 | 8.5 | 0.3 | 3.8 | 2.4 | 0.8 | 5.4 | -1.6 | 5.1 | 7.4 | 7.1 | 9.7 | 4.2 | 7.1 | 4.4 |
| Sharpe Ratio | NA | -0.53 | 0.61 | 0.22 | -0.38 | 0.03 | NA | NA | 0.56 | 1.01 | -0.28 | 0.3 | -2.0 | -0.56 | 1.23 | 1.98 | -0.41 | 1.19 | 0.7 | 0.23 | 2.1 | -0.56 | 2.12 | 2.34 | 2.29 | 2.57 | 0.55 | 1.03 | 1.14 |
| Draw Down(%) | NA | 3.0 | 3.0 | 5.9 | 17.1 | 18.1 | NA | NA | 18.1 | 2.7 | 4.0 | 7.1 | 15.4 | 3.0 | 6.6 | 2.2 | 2.7 | 1.4 | 4.3 | 2.3 | 1.1 | 4.3 | 1.3 | 1.5 | 2.7 | 1.4 | 4.3 | 2.1 | 1.4 |
| Standard Deviation(%) | NA | 4.1 | 3.9 | 5.3 | 5.7 | 4.7 | NA | NA | 4.2 | 4.5 | 5.3 | 7.2 | 6.9 | 3.2 | 5.0 | 3.5 | 2.8 | 2.6 | 3.1 | 3.5 | 2.5 | 3.0 | 2.4 | 3.2 | 3.1 | 3.7 | 5.9 | 3.9 | 3.1 |
| Treynor Ratio | NA | -0.03 | 0.03 | 0.01 | -0.03 | 0.0 | NA | NA | 0.03 | 0.05 | -0.02 | 0.02 | -0.18 | -0.02 | 0.08 | 0.07 | -0.01 | 0.04 | 0.03 | 0.01 | 0.07 | -0.02 | 0.08 | 0.13 | 0.13 | 0.2 | 0.05 | 0.05 | 0.05 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.01 | 0.03 | 0.01 | 0.0 |
| Beta | NA | 0.79 | 0.8 | 0.87 | 0.84 | 0.83 | NA | NA | 0.72 | 0.84 | 0.89 | 0.9 | 0.77 | 0.76 | 0.75 | 0.95 | 0.88 | 0.84 | 0.72 | 0.75 | 0.72 | 0.7 | 0.63 | 0.56 | 0.53 | 0.47 | 0.62 | 0.76 | 0.66 |
| RSquared | NA | 0.8 | 0.78 | 0.87 | 0.88 | 0.83 | NA | NA | 0.77 | 0.83 | 0.87 | 0.91 | 0.92 | 0.8 | 0.62 | 0.78 | 0.72 | 0.79 | 0.7 | 0.81 | 0.72 | 0.79 | 0.66 | 0.75 | 0.78 | 0.76 | 0.67 | 0.82 | 0.6 |
| Yield(%) | N/A | 1.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.2 | 4.0 | 3.6 | 2.4 | 2.1 | 2.5 | 3.4 | 2.9 | 3.0 | 3.0 | 2.6 | 2.9 | 3.3 | 3.2 | 4.1 | 3.7 | 5.7 | 5.1 | 4.8 | 2.3 |
| Dividend Growth(%) | N/A | -65.8 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 3.4 | 10.6 | 32.9 | 9.9 | -15.7 | -22.8 | 16.0 | -2.1 | 0.0 | 10.0 | -5.8 | -16.9 | 4.5 | -18.3 | 12.1 | -31.5 | 10.0 | 8.9 | 110.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 05/15/2006
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