Nasdaq - Delayed Quote USD

JPMorgan High Yield R6 (JHYUX)

6.52
0.00
(0.00%)
At close: 8:04:23 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.76%
5y Average Return 6.46%
Number of Years Up 15
Number of Years Down 4
Best 1Y Total Return (May 19, 2025) 14.92%
Worst 1Y Total Return (May 19, 2025) --
Best 3Y Total Return 14.92%
Worst 3Y Total Return -0.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JHYUX
Category
YTD
1.18%
3.62%
1-Month
0.06%
1.08%
3-Month
-0.21%
2.50%
1-Year
9.07%
14.69%
3-Year
5.82%
6.16%
5-Year
6.43%
6.21%
10-Year
4.24%
5.48%
Last Bull Market
8.60%
11.96%
Last Bear Market
-9.54%
-7.27%

Annual Total Return (%) History

Year
JHYUX
Category
2025
--
--
2024
8.62%
--
2023
12.12%
--
2022
-10.30%
--
2021
7.08%
--
2020
3.00%
4.91%
2019
13.64%
12.62%
2018
-2.71%
-2.59%

2017
6.82%
6.47%
2016
14.00%
13.30%
2015
-4.59%
-4.01%
2014
2.76%
1.11%
2013
7.16%
6.90%
2012
14.92%
14.67%
2011
2.58%
2.83%
2010
14.82%
14.24%
2009
48.61%
46.70%
2008
-22.47%
-26.41%
2007
2.34%
1.47%
2006
12.89%
10.14%
2005
--
2.59%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 1.12% -- -- --
2024 1.58% 1.10% 5.60% 0.16%
2023 2.91% 1.39% 0.97% 6.43%
2022 -3.82% -9.54% -0.42% 3.53%
2021 2.16% 3.33% 0.95% 0.48%
2020 -13.46% 7.91% 4.21% 5.85%
2019 7.36% 2.11% 1.19% 2.44%
2018 -0.96% 1.08% 2.30% -5.00%
2017 2.33% 1.74% 2.23% 0.36%
2016 2.51% 4.89% 4.50% 1.46%

2015 2.35% -0.08% -4.78% -2.02%
2014 2.70% 2.36% -1.73% -0.54%
2013 2.90% -1.15% 2.00% 3.27%
2012 5.43% 1.32% 4.28% 3.17%
2011 3.68% 0.52% -6.94% 5.78%
2010 4.54% -0.89% 6.56% 4.00%
2009 6.10% 17.49% 12.09% 6.36%
2008 -3.43% 1.84% -6.10% -16.05%
2007 3.03% 1.06% -0.39% -1.33%
2006 3.32% 1.00% 3.63% 4.39%
2005 1.85% 1.40% 0.60% --

Rank in Category (By Total Return)

YTD 28
1-Month 42
3-Month 34
1-Year 11
3-Year 35
5-Year 32

Load Adjusted Returns

1-Year 9.07%
3-Year 5.82%
5-Year 6.43%
10-Year 4.24%

Performance & Risk

YTD Return 2.76%
5y Average Return 6.46%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

Fund Overview

Category High Yield Bond
Fund Family JPMorgan
Net Assets 6.15B
YTD Return 1.18%
Yield 7.38%
Morningstar Rating
Inception Date Aug 21, 2017

Fund Summary

The fund normally invests at least 80% of its assets in bonds, other debt securities, loan assignments and participations (Loans), commitments to purchase loan assignments (Unfunded Commitments) and preferred stocks that are rated below investment grade or unrated. It may invest no more than 30% of its net assets in Loans and Unfunded Commitments. The fund's average weighted maturity ordinarily will range between three and ten years.

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