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OGLVX: JPMORGAN SHORT DURATION BOND FUND CLASS A (MUTUAL FUND)
Basic Info 10.8 0.02(0.18%) June 05
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: | (64%) |
| Start Date: | 02/27/1992 |
| Last Dividend Date: | 04/28/2026 |
| 12-Mo. Yield | 3.63% |
| Expenses | 0.28% |
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Performance Analytics (As of 06/03/2026)
Not up-to-date? Try| 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 | 2004 | 2003 | 2002 | 2001 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | -0.2 | 0.2 | 3.2 | 4.6 | 2.1 | 2.0 | 1.5 | 2.2 | 3.3 | 5.3 | 4.9 | 5.2 | -3.9 | -0.5 | 4.1 | 4.0 | 0.9 | 0.5 | 0.8 | 0.2 | 0.5 | -0.2 | 1.4 | 1.4 | 2.7 | 4.7 | 3.4 | 5.8 | 4.1 | 1.6 | 0.9 | 2.1 | 5.2 | 7.8 | 7.4 | 2.8 | 6.5 | 5.9 | 4.1 | 11.6 | -0.7 | 5.9 | 6.0 |
| Sharpe Ratio | NA | -1.07 | 0.56 | 0.8 | -0.21 | 0.22 | NA | NA | 0.72 | 1.52 | 0.71 | 0.54 | -2.45 | -0.28 | 1.97 | 1.98 | -0.53 | -0.14 | 0.55 | 0.13 | 0.53 | -0.32 | 1.9 | 1.33 | 2.03 | 2.7 | 0.91 | 1.7 | 0.61 | -0.7 | -0.02 | 0.82 | 1.95 | 2.44 | 1.61 | -0.25 | 1.11 | 0.86 | 0.16 | 1.89 | -1.32 | 1.56 | 1.29 |
| Draw Down(%) | NA | 0.9 | 0.9 | 0.9 | 6.2 | 7.1 | NA | NA | 7.1 | 0.6 | 0.8 | 1.5 | 5.4 | 1.9 | 3.9 | 0.6 | 0.6 | 0.7 | 1.0 | 0.8 | 0.7 | 0.9 | 0.3 | 0.5 | 0.9 | 0.7 | 1.9 | 0.5 | 0.3 | 0.5 | 1.5 | 1.2 | 0.8 | 1.3 | 0.5 | 0.9 | 1.4 | 1.2 | 2.1 | 2.7 | 3.2 | 0.9 | 1.5 |
| Standard Deviation(%) | NA | 1.5 | 1.5 | 1.8 | 2.0 | 1.7 | NA | NA | 2.0 | 1.6 | 1.8 | 2.8 | 2.2 | 1.8 | 1.9 | 1.3 | 0.9 | 1.0 | 1.1 | 1.1 | 0.9 | 0.8 | 0.7 | 1.1 | 1.3 | 1.7 | 2.7 | 1.6 | 1.1 | 0.9 | 1.5 | 1.7 | 2.1 | 2.2 | 2.0 | 2.2 | 2.8 | 2.6 | 3.1 | 4.0 | 2.8 | 2.4 | 3.6 |
| Treynor Ratio | NA | -0.04 | 0.02 | 0.03 | -0.01 | 0.01 | NA | NA | 0.03 | 0.05 | 0.02 | 0.02 | -0.1 | -0.02 | 0.07 | 0.05 | -0.02 | 0.0 | 0.01 | 0.0 | 0.01 | -0.01 | 0.04 | 0.04 | 0.06 | 0.1 | 0.05 | 0.06 | 0.02 | -0.02 | 0.0 | 0.03 | 0.09 | 0.11 | 0.05 | -0.01 | 0.04 | 0.02 | 0.01 | 0.08 | -0.05 | 0.07 | 0.1 |
| Alpha | NA | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 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 | 0.0 | -0.01 | 0.02 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | -0.01 | 0.01 | 0.01 |
| Beta | NA | 0.4 | 0.41 | 0.52 | 0.55 | 0.53 | NA | NA | 0.58 | 0.45 | 0.51 | 0.69 | 0.53 | 0.21 | 0.55 | 0.46 | 0.31 | 0.4 | 0.43 | 0.48 | 0.34 | 0.29 | 0.31 | 0.4 | 0.42 | 0.45 | 0.49 | 0.46 | 0.33 | 0.29 | 0.54 | 0.55 | 0.46 | 0.48 | 0.64 | 0.79 | 0.87 | 0.97 | 0.91 | 0.94 | 0.75 | 0.56 | 0.44 |
| RSquared | NA | 0.4 | 0.4 | 0.61 | 0.68 | 0.56 | NA | NA | 0.48 | 0.5 | 0.61 | 0.8 | 0.79 | 0.03 | 0.65 | 0.39 | 0.23 | 0.29 | 0.45 | 0.5 | 0.28 | 0.24 | 0.28 | 0.35 | 0.44 | 0.54 | 0.54 | 0.52 | 0.31 | 0.24 | 0.52 | 0.51 | 0.36 | 0.48 | 0.68 | 0.82 | 0.77 | 0.83 | 0.78 | 0.43 | 0.56 | 0.28 | 0.14 |
| Yield(%) | N/A | 1.3 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 4.0 | 3.8 | 2.8 | 1.1 | 0.8 | 1.7 | 2.2 | 1.5 | 1.0 | 0.7 | 0.7 | 0.7 | 0.8 | 1.0 | 1.6 | 1.5 | 2.6 | 3.7 | 4.0 | 3.6 | 2.9 | 2.5 | 3.0 | 3.5 | 5.2 | 5.6 | 5.3 | 5.6 | 5.9 | 5.7 | 6.0 | 5.0 | 5.2 | 5.4 |
| Dividend Growth(%) | N/A | -67.7 | N/A | N/A | N/A | N/A | N/A | N/A | N/A | 7.7 | 38.9 | 129.7 | 44.8 | -52.5 | -21.8 | 49.8 | 47.0 | 39.9 | -3.8 | 9.7 | -16.3 | -24.6 | -35.2 | 5.4 | -39.3 | -30.4 | -7.1 | 12.7 | 22.4 | 13.7 | -17.1 | -12.8 | -31.6 | -5.2 | 3.4 | -5.1 | -4.2 | 1.7 | 0.2 | 12.3 | -2.7 | -3.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 02/18/1992
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