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JCBZX: JPMORGAN CORE BOND FUND CLASS R2 (MUTUAL FUND)
Basic Info 10.23 0.04(0.39%) June 05
| Asset Class: | Intermediate-Term Bond |
| MyPlanIQ Rating: | (24%) |
| Start Date: | 11/14/2008 |
| Last Dividend Date: | 05/27/2026 |
| 12-Mo. Yield | 3.22% |
| Expenses | 1.10% |
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Performance Analytics (As of 05/29/2026)
Not up-to-date? Try| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.5 | -0.1 | 4.1 | 3.6 | -0.3 | 1.1 | 1.7 | 2.6 | 6.8 | 1.4 | 5.2 | -12.8 | -2.4 | 5.7 | 7.7 | -0.6 | 3.2 | 1.7 | 0.3 | 4.8 | -2.3 | 4.7 | 6.8 | 6.5 | 9.2 | 2.6 |
| Sharpe Ratio | NA | -0.57 | 0.52 | 0.11 | -0.48 | -0.11 | NA | 0.41 | 0.87 | -0.42 | 0.21 | -2.06 | -0.75 | 1.11 | 1.8 | -0.74 | 0.92 | 0.47 | 0.09 | 1.86 | -0.79 | 1.94 | 2.15 | 2.03 | 2.45 | 3.87 |
| Draw Down(%) | NA | 3.1 | 3.1 | 6.1 | 17.9 | 19.2 | NA | 19.2 | 2.7 | 4.1 | 7.5 | 15.9 | 3.2 | 6.5 | 2.2 | 3.0 | 1.4 | 4.6 | 2.5 | 1.1 | 4.5 | 1.3 | 1.5 | 2.7 | 1.4 | 1.1 |
| Standard Deviation(%) | NA | 4.0 | 3.8 | 5.3 | 5.7 | 4.7 | NA | 4.1 | 4.5 | 5.3 | 7.2 | 6.9 | 3.3 | 4.9 | 3.5 | 2.7 | 2.7 | 3.2 | 3.5 | 2.6 | 2.9 | 2.4 | 3.2 | 3.2 | 3.7 | 6.0 |
| Treynor Ratio | NA | -0.03 | 0.03 | 0.01 | -0.03 | -0.01 | NA | 0.02 | 0.05 | -0.02 | 0.02 | -0.18 | -0.03 | 0.07 | 0.07 | -0.02 | 0.03 | 0.02 | 0.0 | 0.06 | -0.03 | 0.07 | 0.12 | 0.12 | 0.19 | 0.48 |
| Alpha | NA | 0.0 | 0.0 | -0.01 | -0.01 | -0.01 | NA | 0.0 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.0 | 0.01 |
| Beta | NA | 0.76 | 0.78 | 0.87 | 0.84 | 0.83 | NA | 0.73 | 0.85 | 0.9 | 0.89 | 0.78 | 0.77 | 0.74 | 0.93 | 0.83 | 0.87 | 0.73 | 0.75 | 0.74 | 0.69 | 0.63 | 0.56 | 0.54 | 0.47 | 0.49 |
| RSquared | NA | 0.81 | 0.79 | 0.87 | 0.88 | 0.84 | NA | 0.79 | 0.84 | 0.87 | 0.91 | 0.91 | 0.8 | 0.61 | 0.79 | 0.68 | 0.77 | 0.72 | 0.82 | 0.75 | 0.8 | 0.66 | 0.75 | 0.77 | 0.78 | 0.54 |
| Yield(%) | N/A | 1.4 | N/A | N/A | N/A | N/A | N/A | N/A | 3.5 | 3.3 | 3.0 | 1.8 | 1.4 | 1.8 | 2.8 | 2.1 | 2.4 | 2.2 | 2.0 | 2.3 | 2.8 | 2.7 | 3.5 | 3.2 | 5.2 | 0.0 |
| Dividend Growth(%) | N/A | -57.4 | N/A | N/A | N/A | N/A | N/A | N/A | 4.1 | 13.1 | 45.5 | 19.1 | -19.9 | -30.8 | 30.3 | -12.0 | 5.8 | 6.6 | -8.7 | -20.2 | 4.7 | -21.0 | 11.4 | -35.1 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/04/2008
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