It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
JMSBX: JPMorgan Short Term Bond Instl (MUTUAL FUND)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 06/21/1996 |
| Last Dividend Date: | 07/31/2009 |
| 12-Mo. Yield | - |
| Expenses | - |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 12/28/2010)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Since 06/21/1996 |
2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | -100.0 | 3.2 | -27.5 | 2.0 | 5.1 | 1.5 | 1.4 | 1.8 | 5.6 | 7.6 | 7.3 | 3.2 | 7.1 | 6.4 | 4.5 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | 1.05 | -1.61 | -0.53 | 1.58 | -0.43 | 0.26 | 0.51 | 2.15 | 1.79 | 1.34 | -0.06 | 1.41 | 1.26 | 2.2 |
| Draw Down(%) | NA | 100.0 | 100.0 | 100.0 | 100.0 | 100.0 | 100.0 | 2.2 | 28.3 | 1.5 | 0.3 | 0.8 | 1.6 | 1.7 | 1.0 | 1.7 | 0.4 | 1.1 | 1.2 | 0.6 | 0.5 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | 3.8 | 17.6 | 2.1 | 1.1 | 1.8 | 1.7 | 2.2 | 2.1 | 2.9 | 2.3 | 2.0 | 2.5 | 2.2 | 2.3 |
| Treynor Ratio | NA | 0.05 | 0.1 | 0.12 | 0.19 | 0.26 | 0.05 | 0.11 | -0.35 | -0.03 | 0.08 | -0.02 | 0.01 | 0.01 | 0.07 | 0.07 | 0.04 | 0.0 | 0.05 | 0.04 | 0.07 |
| Alpha | NA | 2.28 | -0.01 | 0.03 | 0.03 | 0.02 | 2.28 | -0.01 | -0.11 | -0.01 | 0.01 | 0.0 | 0.0 | -0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Beta | NA | -18.34 | -9.73 | -8.29 | -5.43 | -3.9 | -18.34 | 0.35 | 0.81 | 0.43 | 0.22 | 0.32 | 0.65 | 0.76 | 0.63 | 0.77 | 0.7 | 0.67 | 0.8 | 0.77 | 0.7 |
| RSquared | NA | 0.98 | 0.5 | 0.42 | 0.27 | 0.18 | 0.98 | 0.08 | 0.04 | 0.24 | 0.13 | 0.08 | 0.6 | 0.59 | 0.7 | 0.71 | 0.64 | 0.71 | 0.77 | 0.74 | 0.79 |
| Yield(%) | N/A | N/A | 3.7 | 4.2 | 4.0 | N/A | N/A | 8.2 | 4.8 | 5.4 | 5.2 | 3.9 | 2.5 | 2.6 | 4.8 | 5.5 | 6.3 | 5.6 | 6.2 | 6.2 | 3.5 |
| Dividend Growth(%) | N/A | -100.0 | -24.0 | 3.5 | N/A | N/A | -100.0 | 17.3 | -13.9 | 2.4 | 30.4 | 52.8 | -3.8 | -45.1 | -12.4 | -11.5 | 11.3 | -10.4 | 0.2 | 81.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 06/21/1996
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See Short-Term Bond Asset Class Trend Rankings |
Top Rated Funds in Short-Term Bond
Best Mutual Funds
- FSHBX (FIDELITY SHORT-TERM BOND FUND FIDELITY SHORT-TERM BOND FUND) (100%)
- VBISX (VANGUARD SHORT-TERM BOND INDEX FUND INVESTOR SHARES) (100%)
- VFSTX (VANGUARD SHORT-TERM INVESTMENT-GRADE FUND INVESTOR SHARES) (99%)
- ASDIX (AAM/HIMCO SHORT DURATION FUND CLASS I) (98%)
- MSTIX (MAINSTAY TAX ADVANTAGED SHORT TERM BOND FUND CLASS I) (98%)
- DFCFX (LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO LWAS/DFA TWO YEAR FIXED INCOME PORTFOLIO) (98%)
- JSDUX (JPMORGAN SHORT DURATION BOND FUND CLASS R6) (97%)
- VBIRX (Vanguard Short-Term Bond Index Fund Admiral Shares) (97%)
- BBSGX (STERLING CAPITAL SHORT DURATION BOND FUND INSTITUTIONAL CLASS) (96%)
- JASBX (JANUS SHORT-TERM BOND FUND CLASS T) (96%)
Best ETFs
- BSV (Vanguard Short-Term Bond ETF) (99%)
- VCSH (Vanguard Short-Term Corporate Bond ETF) (35%)
- STIP (iShares 0-5 Year TIPS Bond ETF) (33%)
- FLRN (SPDR Bloomberg Investment Grade Floating Rate ETF) (32%)
- ISTB (iShares Core 1-5 Year USD Bond ETF) (3%)
Latest Articles Related to JMSBX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
