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JIBUX: JPMorgan Intermediate Bond Ult (MUTUAL FUND)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/01/2005 |
| Last Dividend Date: | 05/29/2009 |
| 12-Mo. Yield | 5.05% |
| Expenses | - |
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Performance Analytics (As of 07/28/2009)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | Since 03/01/2005 |
2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | 7.0 | 6.2 | 4.9 | 4.9 | 3.7 | 6.9 | 4.3 | 1.7 |
| Sharpe Ratio | NA | 1.55 | 1.13 | 0.78 | 2.39 | 0.55 | 1.18 | 0.43 | -0.1 |
| Draw Down(%) | NA | 4.1 | 4.1 | 4.1 | 1.4 | 4.1 | 1.7 | 1.2 | 1.8 |
| Standard Deviation(%) | NA | 4.4 | 3.9 | 3.5 | 3.6 | 4.9 | 3.3 | 2.5 | 2.8 |
| Treynor Ratio | NA | -2.35 | -1.0 | -0.68 | -3.12 | -0.61 | -0.43 | 0.43 | 0.39 |
| Alpha | NA | 0.02 | 0.02 | 0.01 | 0.04 | 0.0 | 0.02 | 0.0 | 0.0 |
| Beta | NA | -0.03 | -0.04 | -0.04 | -0.03 | -0.04 | -0.09 | 0.02 | -0.01 |
| RSquared | NA | 0.09 | 0.11 | 0.08 | 0.07 | 0.13 | 0.19 | 0.01 | 0.0 |
| Yield(%) | N/A | 5.1 | 5.1 | N/A | 2.4 | 5.1 | 5.0 | 5.0 | 3.5 |
| Dividend Growth(%) | N/A | -0.9 | N/A | N/A | -54.1 | 4.4 | 0.6 | 38.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/01/2005
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