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JMIBX: JPMorgan Bond Instl (MUTUAL FUND)
Basic Info
| Asset Class: | ROOT |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 05/29/2009 |
| 12-Mo. Yield | 6.02% |
| Expenses | - |
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Performance Analytics (As of 07/28/2009)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/21/1996 |
2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -9.4 | -5.0 | -1.4 | 2.6 | 3.6 | 6.8 | -23.8 | 1.5 | 4.7 | 2.8 | 4.9 | 4.6 | 8.9 | 7.4 | 11.0 | -0.5 | 7.6 | 9.3 | 6.7 |
| Sharpe Ratio | NA | -1.41 | -1.27 | -0.73 | 0.12 | -0.45 | 2.37 | -3.36 | -0.44 | 0.56 | 0.22 | 0.94 | 0.77 | 1.97 | 1.06 | 1.63 | -0.93 | 1.04 | -12.22 | 2.15 |
| Draw Down(%) | NA | 19.6 | 27.6 | 27.6 | 27.6 | 27.6 | 2.7 | 27.6 | 3.2 | 1.7 | 2.0 | 4.7 | 6.0 | 2.6 | 3.2 | 3.2 | 3.9 | 3.2 | 2.1 | 1.6 |
| Standard Deviation(%) | NA | 6.8 | 5.4 | 4.6 | 4.6 | 4.4 | 5.2 | 7.3 | 3.4 | 2.5 | 2.8 | 4.2 | 5.1 | 4.0 | 4.8 | 4.3 | 4.0 | 4.1 | 3.7 | 4.5 |
| Treynor Ratio | NA | 84.21 | 3.83 | 2.16 | -0.24 | 1.18 | -4.13 | 20.95 | 0.27 | 0.45 | 0.25 | 23.2 | -0.49 | -1.11 | -1.77 | -11.0 | -0.53 | -0.78 | -11.23 | 0.48 |
| Alpha | NA | -0.04 | -0.03 | -0.01 | 0.0 | -0.01 | 0.05 | -0.11 | 0.0 | 0.0 | 0.0 | 0.02 | 0.02 | 0.02 | 0.02 | 0.03 | -0.02 | 0.02 | -0.17 | 0.02 |
| Beta | NA | 0.0 | -0.02 | -0.02 | -0.02 | -0.02 | -0.03 | -0.01 | -0.06 | 0.03 | 0.02 | 0.0 | -0.08 | -0.07 | -0.03 | -0.01 | 0.07 | -0.05 | 0.04 | 0.2 |
| RSquared | NA | 0.0 | 0.01 | 0.01 | 0.01 | 0.01 | 0.04 | 0.0 | 0.07 | 0.02 | 0.01 | 0.0 | 0.07 | 0.21 | 0.02 | 0.0 | 0.1 | 0.07 | 0.04 | 0.28 |
| Yield(%) | N/A | 6.0 | 5.3 | 5.8 | 6.0 | N/A | 2.8 | 6.1 | 5.4 | 4.9 | 7.1 | 6.6 | 7.4 | 4.7 | 6.4 | 6.5 | 5.8 | 7.4 | 7.3 | 4.0 |
| Dividend Growth(%) | N/A | -7.2 | -29.1 | -1.7 | N/A | N/A | -68.0 | 8.4 | 10.2 | -33.8 | 4.7 | -12.5 | 62.5 | -26.6 | 4.3 | 4.2 | -22.6 | 3.6 | 89.2 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
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