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JPMorgan Core Bond Fund (JCBUX)

10.24 +0.04 (+0.39%)
At close: 8:06 AM EST

Fund Summary

The fund is designed to maximize total return by investing in a portfolio of investment grade intermediate- and long-term debt securities. It will invest at least 80% of its assets in bonds. The fund may principally invest in corporate bonds, U.S. treasury obligations and other U.S. government and agency securities, and asset-backed, mortgage-related and mortgage-backed securities. Its average weighted maturity will ordinarily range between 4 and 12 years.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 9.78%
Worst 1Y Total Return --
Number of Years Up 15
Number of Years Down 3

Performance & Risk

YTD Return 2.75%
5y Average Return 0.49%
Rank in Category (ytd) 12
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Risk Statistics

3 Years5 Years10 Years
JCBUXCategory AverageJCBUXCategory AverageJCBUXCategory Average
Alpha 0.27 0 0.48 0 0.41 0
BETA 0.92 0.01 0.94 0.01 0.94 0.01
Mean Annual Return -0.04 0 0.09 0 0.2 0
R-squared 99.09 0.84 97.88 0.86 98.05 0.86
Standard Deviation 7.1 0.04 5.94 0.03 4.7 0.03
Sharpe Ratio -0.62 0.01 -0.22 0.01 0.13 0.01
Treynor Ratio -4.97 0.07 -1.62 0.02 0.54 0.03

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