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JIMAX: JPMORGAN INFLATION MANAGED BOND FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Inflation-Protected Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 04/29/2010 |
| Last Dividend Date: | 05/02/2022 |
| 12-Mo. Yield | 3.43% |
| Expenses | 0.75% |
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Performance Analytics (As of 05/06/2022)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 04/29/2010 |
2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 1.4 | 0.8 | 3.9 | 3.0 | 1.7 | 2.4 | -1.5 | 4.3 | 5.7 | 6.6 | -1.3 | 1.8 | 3.5 | -0.3 | 0.0 | -3.0 | 5.4 | 4.9 | 3.5 |
| Sharpe Ratio | NA | 0.16 | 0.85 | 0.65 | 0.44 | 0.68 | -0.79 | 1.12 | 1.18 | 2.22 | -1.51 | 0.61 | 1.42 | -0.13 | 0.0 | -1.08 | 2.59 | 1.53 | 1.5 |
| Draw Down(%) | NA | 3.6 | 9.8 | 9.8 | 9.8 | 9.8 | 3.6 | 3.0 | 9.8 | 0.9 | 1.9 | 1.2 | 2.1 | 2.4 | 3.3 | 4.9 | 0.9 | 2.0 | 2.6 |
| Standard Deviation(%) | NA | 4.1 | 4.1 | 3.4 | 3.0 | 3.0 | 6.0 | 3.8 | 4.6 | 2.3 | 1.8 | 2.0 | 2.3 | 2.8 | 2.1 | 2.8 | 2.1 | 3.2 | 3.4 |
| Treynor Ratio | NA | 0.01 | 0.08 | 0.05 | 0.03 | 0.05 | -0.11 | 0.1 | 0.13 | 0.1 | -0.05 | 0.02 | 0.07 | -0.01 | 0.0 | -0.07 | 0.15 | 0.15 | 0.12 |
| Alpha | NA | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.0 | 0.01 | -0.01 | 0.0 | 0.01 | 0.0 | -0.01 | 0.0 | 0.01 | 0.0 | 0.01 |
| Beta | NA | 0.44 | 0.43 | 0.44 | 0.43 | 0.41 | 0.45 | 0.45 | 0.41 | 0.5 | 0.49 | 0.48 | 0.45 | 0.39 | 0.39 | 0.42 | 0.35 | 0.33 | 0.44 |
| RSquared | NA | 0.45 | 0.39 | 0.43 | 0.51 | 0.52 | 0.41 | 0.28 | 0.4 | 0.71 | 0.7 | 0.78 | 0.75 | 0.59 | 0.68 | 0.76 | 0.57 | 0.51 | 0.66 |
| Yield(%) | N/A | 3.4 | 2.5 | 2.3 | 1.8 | N/A | 1.9 | 2.0 | 1.6 | 2.4 | 2.1 | 1.9 | 1.6 | 1.2 | 1.3 | 1.0 | 2.3 | 2.4 | 1.8 |
| Dividend Growth(%) | N/A | 132.2 | 27.0 | 55.5 | N/A | N/A | -5.1 | 32.7 | -31.0 | 10.5 | 9.2 | 25.3 | 25.4 | -6.0 | 24.1 | -55.4 | 0.0 | 35.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 04/29/2010
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