Nasdaq - Delayed Quote USD

JPMorgan Core Bond Fund (PGBOX)

9.96 -0.02 (-0.20%)
At close: 8:01 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.28%
5y Average Return 0.24%
Number of Years Up 25
Number of Years Down 6
Best 1Y Total Return (Apr 23, 2024) 9.52%
Worst 1Y Total Return (Apr 23, 2024) --
Best 3Y Total Return 9.52%
Worst 3Y Total Return -3.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PGBOX
Category
YTD
-0.32%
-1.22%
1-Month
0.89%
0.67%
3-Month
-0.32%
1.77%
1-Year
1.50%
0.77%
3-Year
-2.27%
5.26%
5-Year
0.54%
3.02%
10-Year
1.49%
3.31%
Last Bull Market
1.14%
3.52%
Last Bear Market
-4.41%
3.25%

Annual Total Return (%) History

Year
PGBOX
Category
2024
--
--
2023
5.42%
--
2022
-12.56%
--
2021
-1.36%
--
2020
7.85%
7.52%
2019
8.06%
8.06%
2018
-0.06%
-0.50%
2017
3.55%
3.71%

2016
2.10%
3.23%
2015
0.51%
-0.26%
2014
5.04%
5.18%
2013
-1.92%
-1.42%
2012
4.82%
7.01%
2011
7.18%
5.86%
2010
7.06%
7.72%
2009
9.52%
13.97%
2008
3.79%
-4.70%
2007
6.82%
4.70%
2006
3.94%
4.15%
2005
2.00%
1.80%
2004
4.23%
3.91%
2003
3.76%
5.10%
2002
9.85%
8.04%
2001
8.79%
7.64%
2000
11.83%
9.44%
1999
-1.11%
-1.35%
1998
7.94%
7.36%
1997
9.63%
8.81%
1996
4.98%
3.47%
1995
23.68%
17.71%
1994
-6.91%
-4.01%
1993
11.33%
10.44%
1992
--
7.49%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.32% -- -- --
2023 3.52% -1.01% -3.19% 6.26%
2022 -5.46% -4.41% -4.30% 1.10%
2021 -2.91% 1.84% -0.05% -0.19%
2020 2.25% 3.41% 0.90% 1.08%
2019 2.84% 2.96% 2.42% -0.34%
2018 -1.33% -0.22% -0.07% 1.59%
2017 0.90% 1.51% 0.68% 0.41%
2016 2.78% 2.16% 0.40% -3.15%
2015 1.49% -1.32% 1.23% -0.86%

2014 1.63% 1.64% 0.17% 1.52%
2013 0.08% -2.17% 0.28% -0.12%
2012 0.76% 1.96% 1.75% 0.28%
2011 0.57% 2.03% 3.39% 1.03%
2010 1.68% 3.40% 2.74% -0.89%
2009 2.21% 2.49% 3.76% 0.76%
2008 2.18% -0.77% -1.11% 3.51%
2007 1.68% -0.67% 2.96% 2.73%
2006 -0.61% -0.03% 3.59% 0.98%
2005 -0.88% 3.17% -0.76% 0.50%
2004 2.78% -2.38% 2.95% 0.90%
2003 1.26% 1.95% 0.28% 0.22%
2002 0.16% 3.69% 4.28% 1.43%
2001 2.99% 0.56% 5.05% -0.01%
2000 2.35% 1.42% 2.84% 4.76%
1999 -0.53% -0.46% 0.33% -0.44%
1998 1.36% 2.36% 3.87% 0.16%
1997 -0.66% 3.70% 3.50% 2.82%
1996 -1.62% 0.60% 2.55% 3.43%
1995 6.57% 7.61% 2.21% 5.52%
1994 -2.66% -2.30% -0.73% -1.39%
1993 4.75% 3.51% 3.03% -0.34%
1992 3.93% 0.20% -- --

Rank in Category (By Total Return)

YTD 26
1-Month 52
3-Month 26
1-Year 73
3-Year 30
5-Year 36

Load Adjusted Returns

1-Year -2.30%
3-Year -3.51%
5-Year -0.23%
10-Year 1.10%

Performance & Risk

YTD Return -2.28%
5y Average Return 0.24%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

Fund Overview

Category Intermediate Core Bond
Fund Family JPMorgan
Net Assets 45.29B
YTD Return -0.32%
Yield 3.41%
Morningstar Rating
Inception Date May 31, 1991

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.

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