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JSDUX: JPMORGAN SHORT DURATION BOND FUND CLASS R6 (MUTUAL FUND)
Basic Info 10.82 0.01(0.09%) June 05
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (97%) |
| Start Date: | 02/28/2005 |
| Last Dividend Date: | 04/28/2026 |
| 12-Mo. Yield | 3.92% |
| Expenses | 0.28% |
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Performance Analytics (As of 06/05/2026)
| Last 1 Week* | YTD*(2026) | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception** | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.1 | 0.3 | 3.6 | 4.9 | 2.4 | 2.4 | 2.0 | 2.6 | 2.6 | 5.6 | 5.2 | 5.5 | -3.7 | -0.2 | 4.4 | 4.5 | 1.3 | 1.1 | 1.3 | 0.7 | 0.9 | 0.4 | 1.9 | 2.0 | 3.1 | 5.2 | 3.9 | 6.3 | 4.6 | 1.8 |
| Sharpe Ratio | NA | -1.17 | 0.64 | 0.9 | -0.07 | 0.43 | NA | NA | 0.9 | 1.79 | 0.9 | 0.64 | -2.27 | -0.3 | 2.13 | 2.28 | -0.07 | 0.48 | 1.07 | 0.61 | 0.88 | 0.39 | 2.43 | 1.86 | 2.35 | 3.07 | 1.08 | 2.05 | 1.02 | -0.2 |
| Draw Down(%) | NA | 0.9 | 0.9 | 0.9 | 5.9 | 5.9 | NA | NA | 5.9 | 0.6 | 0.7 | 1.5 | 5.2 | 0.8 | 3.8 | 0.6 | 0.5 | 0.5 | 0.8 | 0.6 | 0.6 | 0.8 | 0.4 | 0.5 | 0.8 | 0.7 | 1.8 | 0.5 | 0.3 | 0.4 |
| Standard Deviation(%) | NA | 1.6 | 1.5 | 1.8 | 2.0 | 1.7 | NA | NA | 1.5 | 1.6 | 1.8 | 2.8 | 2.2 | 0.7 | 1.9 | 1.3 | 1.0 | 0.9 | 1.0 | 1.1 | 1.0 | 0.9 | 0.8 | 1.0 | 1.3 | 1.7 | 2.7 | 1.6 | 1.1 | 1.1 |
| Treynor Ratio | NA | -0.05 | 0.02 | 0.03 | 0.0 | 0.01 | NA | NA | 0.03 | 0.06 | 0.03 | 0.03 | -0.09 | -0.01 | 0.07 | 0.06 | 0.0 | 0.01 | 0.03 | 0.01 | 0.02 | 0.01 | 0.07 | 0.05 | 0.07 | 0.12 | 0.06 | 0.07 | 0.03 | -0.01 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.02 | 0.01 | 0.0 | 0.0 |
| Beta | NA | 0.41 | 0.4 | 0.51 | 0.56 | 0.54 | NA | NA | 0.49 | 0.43 | 0.52 | 0.71 | 0.56 | 0.19 | 0.55 | 0.51 | 0.32 | 0.37 | 0.39 | 0.48 | 0.36 | 0.4 | 0.28 | 0.42 | 0.46 | 0.42 | 0.49 | 0.46 | 0.35 | 0.25 |
| RSquared | NA | 0.41 | 0.4 | 0.61 | 0.7 | 0.63 | NA | NA | 0.54 | 0.5 | 0.65 | 0.81 | 0.85 | 0.15 | 0.68 | 0.44 | 0.22 | 0.26 | 0.39 | 0.5 | 0.25 | 0.38 | 0.2 | 0.39 | 0.49 | 0.52 | 0.53 | 0.53 | 0.3 | 0.14 |
| Yield(%) | N/A | 1.4 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.3 | 4.1 | 3.1 | 1.4 | 1.1 | 2.0 | 2.6 | 1.9 | 1.5 | 1.2 | 1.3 | 1.1 | 1.3 | 1.5 | 2.1 | 2.0 | 3.1 | 4.2 | 4.6 | 4.1 | 2.4 |
| Dividend Growth(%) | N/A | -67.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.1 | 36.1 | 103.2 | 30.6 | -43.2 | -23.5 | 33.0 | 31.6 | 22.3 | -5.1 | 9.6 | -11.3 | -16.6 | -27.5 | 8.4 | -33.8 | -27.1 | -6.9 | 11.9 | 72.6 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/23/2005
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