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JPMorgan Core Plus Bond R6 (JCPUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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7.200.00 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.18%
5-year average return0.81%
Number of years up14
Number of years down4
Best 1-yr total return (13 Jun 2024)16.19%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return16.19%
Worst 3-yr total return-2.50%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnJCPUXCategory
YTD-0.50%-0.61%
1-month1.86%0.77%
3-month0.53%1.99%
1-year2.61%3.06%
3-year-2.30%5.69%
5-year0.57%3.75%
10-year1.88%3.84%
Last bull market8.43%4.61%
Last bear market-5.20%1.87%

Annual total return (%) history

Year
JCPUXCategory
2024
N/AN/A
2023
6.31%N/A
2022
-12.73%N/A
2021
-0.10%N/A
2020
7.86%8.06%
2019
8.93%8.94%
2018
-0.06%-0.61%
2017
4.32%4.27%
2016
4.25%3.86%
2015
0.35%-0.45%
2014
6.39%5.42%
2013
0.42%-0.90%
2012
7.32%7.76%
2011
7.00%6.27%
2010
10.35%8.51%
2009
16.19%15.12%
2008
-3.44%-3.86%
2007
6.29%5.62%
2006
4.47%4.48%
2005
N/A2.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.08%N/AN/AN/A
20233.63%-0.88%-3.01%6.72%
2022-5.44%-5.20%-3.85%1.25%
2021-2.36%2.09%0.17%0.05%
20200.74%3.94%1.58%1.41%
20193.44%3.10%2.13%0.01%
2018-1.23%-0.11%0.17%1.13%
20170.93%1.75%1.09%0.48%
20162.74%2.81%1.13%-2.41%
20151.89%-1.34%0.59%-0.75%
20142.42%2.13%0.21%1.50%
20130.69%-1.91%0.88%0.79%
20121.96%1.83%2.29%1.05%
20111.74%1.75%1.16%2.18%
20103.10%2.82%3.99%0.11%
20092.01%5.96%5.80%1.61%
20080.82%-0.42%-3.13%-0.71%
20071.67%-0.28%2.62%2.16%
2006-0.56%0.15%3.70%1.16%
20053.04%-0.50%0.81%N/A

Rank in category (by total return)

YTD24
1-month27
3-month20
1-year49
3-year22
5-year35

Load adjusted returns

1-year2.61%
3-year-2.30%
5-year0.57%
10-year1.88%