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
ONUAX: JPMORGAN LIMITED DURATION BOND FUND CLASS A (MUTUAL FUND)
Basic Info
| Asset Class: | Short-Term Bond |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 03/30/1993 |
| Last Dividend Date: | 06/30/2023 |
| 12-Mo. Yield | 0.54% |
| Expenses | 1.20% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 08/04/2023)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Since 03/30/1993 |
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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -80.8 | -43.0 | -27.8 | -14.5 | -8.6 | -6.2 | -2.6 | -80.5 | -4.3 | -1.0 | 1.4 | 3.3 | 1.7 | 1.6 | 1.0 | 0.3 | 2.0 | 1.7 | 6.2 | 1.4 | 9.9 | 15.3 | -12.7 | 0.8 | 4.5 | 2.5 | 1.9 | 1.9 | 3.7 | 5.8 | 7.3 | 4.3 | 5.1 | 6.5 | 5.9 | 6.7 | 1.6 | 2.9 |
| Sharpe Ratio | NA | -0.51 | -0.47 | -0.39 | -0.29 | NA | NA | -0.14 | -0.45 | -3.17 | -1.32 | 0.47 | 1.85 | 0.47 | 1.35 | 1.13 | 0.33 | 1.84 | 1.74 | 5.78 | 1.34 | 5.29 | 5.59 | -3.94 | -1.1 | 1.2 | 0.27 | 0.84 | 0.93 | 1.81 | 2.41 | 1.7 | 0.48 | 0.82 | 1.54 | 1.05 | 1.46 | -0.26 | 0.69 |
| Draw Down(%) | NA | 80.8 | 81.6 | 81.6 | 81.6 | NA | NA | 81.6 | 80.8 | 5.3 | 1.2 | 5.6 | 0.5 | 0.2 | 0.1 | 0.6 | 0.4 | 0.5 | 1.0 | 0.2 | 0.6 | 0.8 | 2.6 | 13.4 | 2.1 | 0.2 | 0.3 | 0.6 | 0.8 | 0.4 | 0.8 | 0.3 | 0.5 | 0.8 | 0.3 | 0.6 | 0.4 | 2.1 | 1.0 |
| Standard Deviation(%) | NA | 164.5 | 94.8 | 73.5 | 51.9 | NA | NA | 29.9 | 214.2 | 1.8 | 0.8 | 2.3 | 1.0 | 0.7 | 0.7 | 0.7 | 0.8 | 1.1 | 0.9 | 1.1 | 1.0 | 1.9 | 2.7 | 3.5 | 2.1 | 0.9 | 1.0 | 1.1 | 1.3 | 1.4 | 1.4 | 1.8 | 1.9 | 2.0 | 1.8 | 2.2 | 1.8 | 5.4 | 2.4 |
| Treynor Ratio | NA | 1.26 | 1.66 | -34.29 | -2.67 | NA | NA | -0.14 | 0.74 | -0.14 | -0.04 | 0.02 | 0.05 | 0.02 | 0.04 | 0.04 | 0.01 | 0.13 | 0.06 | 0.44 | 0.12 | 0.21 | 0.43 | -0.49 | -0.1 | 0.05 | 0.01 | 0.03 | 0.04 | 0.12 | 0.13 | 0.06 | 0.01 | 0.03 | 0.05 | 0.04 | 0.06 | -0.03 | 0.04 |
| Alpha | NA | -0.34 | -0.12 | -0.07 | -0.03 | NA | NA | -0.01 | -0.55 | -0.01 | 0.0 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.02 | 0.0 | 0.03 | 0.04 | -0.05 | -0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.0 | 0.0 | 0.0 |
| Beta | NA | -0.67 | -0.27 | 0.01 | 0.06 | NA | NA | 0.31 | -1.31 | 0.41 | 0.26 | 0.57 | 0.34 | 0.21 | 0.24 | 0.21 | 0.24 | 0.15 | 0.27 | 0.14 | 0.11 | 0.47 | 0.35 | 0.28 | 0.23 | 0.21 | 0.33 | 0.3 | 0.28 | 0.22 | 0.27 | 0.55 | 0.62 | 0.57 | 0.62 | 0.55 | 0.47 | 0.44 | 0.39 |
| RSquared | NA | 0.0 | 0.0 | 0.0 | 0.0 | NA | NA | 0.0 | 0.0 | 0.7 | 0.2 | 0.51 | 0.35 | 0.15 | 0.19 | 0.23 | 0.25 | 0.03 | 0.15 | 0.03 | 0.03 | 0.25 | 0.14 | 0.1 | 0.07 | 0.17 | 0.28 | 0.33 | 0.24 | 0.18 | 0.37 | 0.59 | 0.7 | 0.67 | 0.68 | 0.58 | 0.52 | 0.05 | 0.1 |
| Yield(%) | N/A | 0.5 | 0.3 | 0.9 | 0.9 | 1.4 | 1.9 | N/A | 0.4 | 0.3 | 0.1 | 0.3 | 2.3 | 2.0 | 1.3 | 0.8 | 0.7 | 0.7 | 0.8 | 1.4 | 1.8 | 2.3 | 3.4 | 4.2 | 4.7 | 4.5 | 3.6 | 2.5 | 2.4 | 2.6 | 5.1 | 6.2 | 5.3 | 5.4 | 5.8 | 5.9 | 5.6 | 4.0 | 3.3 |
| Dividend Growth(%) | N/A | 230.2 | -83.3 | -13.6 | -67.4 | -71.5 | N/A | N/A | 17.9 | 116.4 | -48.1 | -88.7 | 13.9 | 54.7 | 54.5 | 21.7 | 1.5 | -18.1 | -37.6 | -22.7 | -13.1 | -25.0 | -32.5 | -15.4 | 4.3 | 24.8 | 45.5 | 3.4 | -7.5 | -49.1 | -16.5 | 15.2 | -3.3 | -6.3 | -0.3 | 6.1 | 35.7 | 22.3 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 03/30/1993
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 ONUAX
Register for FREE
No Credit Card Required
Or Start FREE 30-day trial now >>
Or Start FREE 30-day trial now >>
