Nasdaq - Delayed Quote USD

JPMorgan Short Duration Core Plus I (JSDSX)

9.35
+0.01
+(0.11%)
As of 8:06:25 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 2.40%
5y Average Return 2.59%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return (May 8, 2025) 10.55%
Worst 1Y Total Return (May 8, 2025) --
Best 3Y Total Return 10.55%
Worst 3Y Total Return -0.31%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
JSDSX
Category
YTD
2.95%
0.44%
1-Month
0.82%
0.02%
3-Month
2.28%
0.56%
1-Year
8.21%
2.65%
3-Year
4.29%
3.38%
5-Year
2.79%
2.40%
10-Year
2.92%
2.01%
Last Bull Market
5.08%
2.63%
Last Bear Market
-2.41%
-0.33%

Annual Total Return (%) History

Year
JSDSX
Category
2025
--
--
2024
5.14%
--
2023
6.23%
--
2022
-5.96%
--
2021
0.21%
--
2020
5.12%
3.81%
2019
6.03%
4.72%
2018
0.87%
0.92%

2017
4.08%
1.73%
2016
10.55%
2.08%
2015
-2.49%
0.19%
2014
0.85%
1.07%
2013
--
0.45%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 2.11% -- -- --
2024 0.67% 1.13% 3.65% -0.37%
2023 2.00% -0.23% 0.29% 4.09%
2022 -3.52% -2.41% -1.76% 1.68%
2021 -0.01% 0.61% 0.18% -0.57%
2020 -2.33% 4.54% 1.34% 1.59%
2019 2.27% 2.06% 0.96% 0.62%
2018 -0.53% 0.20% 0.45% 0.75%
2017 1.91% 1.18% 1.14% -0.20%
2016 1.73% 3.58% 3.12% 1.74%

2015 1.58% 0.86% -3.16% -1.72%
2014 1.23% 1.17% -1.15% -0.39%
2013 -0.75% 1.85% 1.91% --

Rank in Category (By Total Return)

YTD 7
1-Month 8
3-Month 11
1-Year 6
3-Year 30
5-Year 30

Load Adjusted Returns

1-Year 8.21%
3-Year 4.29%
5-Year 2.79%
10-Year 2.92%

Performance & Risk

YTD Return 2.40%
5y Average Return 2.59%
Rank in Category (ytd) 7
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.44
Morningstar Risk Rating

Fund Overview

Category Short-Term Bond
Fund Family JPMorgan
Net Assets 3.96B
YTD Return 2.95%
Yield 4.04%
Morningstar Rating
Inception Date Mar 01, 2013

Fund Summary

The fund uses a multi-sector strategy in order to create a diversified portfolio that generates total return while managing risk. It principally invests in traditional fixed income sectors (for example, investment grade corporate bonds), while also having the flexibility to allocate its assets to extended sectors such as below investment grade securities (also known as high yield or junk bonds) and foreign and emerging markets debt.

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