Nasdaq - Delayed Quote • USD
JPMorgan Core Bond Fund (PGBOX)
At close: 8:01 PM EDT
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 | 9.52% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 25 |
| Number of Years Down | 6 |
Performance & Risk
| YTD Return | -2.87% |
| 5y Average Return | 0.07% |
| Rank in Category (ytd) | 26 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.92 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PGBOX | Category Average | PGBOX | Category Average | PGBOX | Category Average | |
| Alpha | -0.28 | 0 | 0.06 | 0 | -0.06 | 0 |
| BETA | 0.92 | 0.01 | 0.94 | 0.01 | 0.94 | 0.01 |
| Mean Annual Return | -0.17 | 0 | 0.06 | 0 | 0.13 | 0 |
| R-squared | 99.03 | 0.84 | 97.62 | 0.86 | 97.78 | 0.86 |
| Standard Deviation | 6.67 | 0.04 | 5.84 | 0.03 | 4.55 | 0.03 |
| Sharpe Ratio | -0.76 | 0.01 | -0.25 | 0.01 | 0.02 | 0.01 |
| Treynor Ratio | -5.72 | 0.07 | -1.72 | 0.02 | 0.01 | 0.03 |
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